Member Representative II

WEST COMMUNITY CREDIT UNION•Saint Peters, MO

7d•Onsite

About The Position

The Member Representative I is responsible for performing a broad variety of teller and member service duties including but not limited to opening and closing accounts, assisting members with bookkeeping and digital services issues. This position listens to members’ needs and offers smart financial solutions via credit union products and services.

Requirements

Thorough knowledge of member services and products provided.
Basic understanding of credit union philosophy and operations.
Excellent communication and member service skills.
Ability to operate related computer software.
Attention to detail and time management skills.
Ability to work independently and as part of a team.
Solid math and bookkeeping abilities.
High school graduate or equivalent level of experience
One to three years of experience at a full-service financial institution

Responsibilities

Identifies and cross sells appropriate deposit, loan, and digital products by assessing members’ financial needs and offering suitable products.
Knowledgeable of products and services. Has the ability to problem solve and provide thoughtful solutions to member’s financial and digital needs.
Takes consumer loan applications, processes loans, prepares loan documents and closes loans.
Assists team members with loan closings and member inquiries.
Performs account maintenance and account changes.
Performs teller transactions.
Opens, closes, and maintains IRA/HSA accounts.
Meets individual and credit union goals on a consistent basis. Follows established Values Based service goals.
Members problems or questions are courteously and promptly resolved. Follow-up is provided as needed.
Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information.
Keeps up to date on credit union regulations, policies, and procedures.
Keeps supervisor informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Actively and professionally cross sells Credit Union services.
Performs related clerical duties accurately.
Ensures that work area is clean, and well maintained. Desk area is secure in accordance to the Clean Desk Policy.
Attends meetings and training as required.