Member Service Assistant

Industrial Federal Credit Union • Lafayette, IN

3d

About The Position

Assists and greets members at the membership desk; asks qualifying questions to determine the members’ needs. Performs transactional duties to serve members by accurately receiving or paying out funds. Maintains accurate transactional records, providing basic cash receipt and payment services per policies and procedures.

Requirements

• One month to twelve months of similar or related experience.
• A high school education or GED is required.
• Effective communication with contacts inside and outside the organization is essential.
• Fostering relationships with other entities (companies and individuals) is necessary and often requires the ability to influence and sell ideas or services to members or others. The role requires a significant level of emotional intelligence.
• General office equipment such as calculators, computers, photocopiers, and scanners.
• Maintains confidentiality related to credit union operations and work-related information.
• Frequently stands or sits in a stationary position.

Responsibilities

• Receives and processes member financial transactions, including deposits, withdrawals, wire, and loan payments; sells money orders and cashier’s checks to members; makes transfers from member accounts as directed.
• Balances cash drawer and daily transactions.
• Greets members and provides routine information concerning services; directs members to appropriate departments for specific information and services. Responsible for providing a quality member service experience
• Identifies opportunities to cross-sell products or services to members.
• Performs various miscellaneous tasks, including filing, copying, data input, and answering the phone.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees