Member Service Officer

Rio Grande Credit Union•Albuquerque, NM

8d•Onsite

About The Position

The Member Service Officer is responsible for processing new accounts, member service requests, and teller transactions through in-person channels. They assist in creating an environment and culture to make members' dreams come true.

Requirements

Has a high school degree or equivalent
Up to 6 months of related experience
Ability to perform primarily sedentary office work
Operate standard office equipment
Use a computer for extended periods
Communicate effectively
Follow instructions
Manage multiple priorities
Maintain professionalism under deadlines
Regular attendance
Ability to handle confidential information

Responsibilities

Open new accounts and perform new member onboarding process
Meet or exceed deposit goals
Perform initial quality review on new account
Perform and resolve routine account-related requests, inquires, and issues
Create leads and cases for member products and services that are unable to be resolved
Verify and assist with renting and access of Safe Deposit Boxes
Complete opening and closing duties for branch
Follows account comments, warnings, and notes
Manage and maintain member appointment schedules and lobby traffic
Escort vendors to appropriate department
Process disputes
Process wires, POA requests and IRAs
Review and Correct any account errors
Processes and verifies cash, check, deposits, withdrawals, transfers, loan payments
Completes end of day procedures
Completely and accurately fill out CTRs
Verify cash replenishments from Loomis
Complete eCTR/ adding CTR transactors
Complete SARs when needed
Accurately manages and balances a cash drawer
Perform, prepare, and obtain all necessary verification and documentation for products and services
Completely and accurately obtain and input all CIP information for new accounts
Properly update all necessary CIP information in the core processor for all applicants, and applicable transactions
Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks; initiating wires, etc.
Accurately identify all members using RGCU approved types of identification for all transactions
Ensure that all accounts and transactions are reviewed for the appropriate red flags.
Come to work every day with a member focused, passionate, and dedicated approach
Approach every member situation from a caring, helpful, and open-minded approach
Proactively approach issues and offer creative solutions that will make doing business with RGCU easier
Assists in any other areas as directed by Leadership