Member Representative (On-Site) - Homestead
About The Position
The Member Representative provides exceptional member service by consulting with members about a wide variety of deposit and loan transactions and inquiries. The role resolves member issues accurately and promptly, identifies members’ needs, and makes appropriate referrals to the Credit Union’s products and services. The representative processes member transactions, services accounts, assists with safe deposit boxes, and explains the basic features and benefits of Credit Union products and services. The role also helps direct walk-in members to the appropriate information source, supports high school branches as needed, participates in community events and branch team meetings, and may provide staffing assistance at any branch location. Saturday work is required.
Requirements
- Ability to provide member service and consult with members on deposit and loan transactions and inquiries.
- Ability to resolve member issues accurately and in a timely manner.
- Ability to identify member needs and make appropriate referrals.
- Ability to travel throughout the branch network to provide staffing assistance when necessary.
- Availability to work on Saturdays.
Responsibilities
- Process member transactions, including cash and non-cash deposits, withdrawals, loan payments, transfers, cash advances, cashier’s checks, savings bonds, IRA deposits, and CD withdrawals.
- Service member accounts by preparing wire transfer paperwork; processing stop payment requests, direct deposit payroll forms, card requests, check orders, and temporary checks; assisting with Online Banking setup; processing address changes; and printing check and statement copies.
- Provide members access to safe deposit boxes and complete the required documentation.
- Explain basic features and benefits of Credit Union products and services and maintain awareness of current promotions and campaigns.
- Identify members’ needs during each contact and make appropriate referrals to Credit Union products and services.
- Serve as lobby leader by assessing walk-in members’ needs and directing them to appropriate information sources to improve lobby efficiency and minimize wait times.
- Serve as a liaison to the Credit Union’s high school branches as necessary.
- Periodically participate in volunteer networking and promotional events with local schools, colleges, and community business partners.
- Participate in team meetings and daily huddles, contributing ideas regarding branch business strategy.
- Travel throughout the branch network to provide staffing assistance at any branch location when necessary.
- Work on Saturdays.
- Perform other duties as assigned by management.
Benefits
- Paid birthday
- Paid holidays
- Paid sick and personal time
- Paid vacation
- Tuition reimbursement
- 401(k) with matching funds and Credit Union contributions
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
