Member Service Officer

Rio Grande Credit Union•Albuquerque, NM

6d•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. This role involves opening new accounts, performing new member onboarding, meeting deposit goals, and resolving routine account-related requests, inquiries, and issues. The officer also handles member service requests, processes wires, manages Safe Deposit Boxes, and completes opening and closing duties for the branch. Additionally, they perform teller duties such as processing cash and check transactions, completing end-of-day procedures, and managing a cash drawer. Compliance and fraud prevention are key, requiring accurate verification, documentation, and adherence to policies like CIP and OFAC. The role emphasizes a member-focused, passionate, and dedicated approach, offering creative solutions to make doing business easier.

Requirements

Up to 6 months of related experience.
High school degree or equivalent.
Ability to perform primarily sedentary office work.
Ability to operate standard office equipment.
Ability to use a computer for extended periods.
Ability to communicate effectively.
Ability to follow instructions.
Ability to manage multiple priorities.
Ability to maintain professionalism under deadlines.
Regular attendance.
Ability to handle confidential information.

Responsibilities

Process new accounts and perform new member onboarding.
Meet or exceed deposit goals.
Perform initial quality review on new accounts.
Perform and resolve routine account-related requests, inquiries, 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 the branch.
Follow account comments, warnings, and notes.
Manage and maintain member appointment schedules and lobby traffic.
Escort vendors to appropriate departments.
Process disputes, wires, POA requests, and IRAs.
Review and correct any account errors.
Process and verify cash, check, deposits, withdrawals, transfers, and loan payments.
Complete 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 manage and balance 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 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.
Perform, prepare and obtain all necessary verification and documents for products and services.
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.
Assist in any other areas as directed by Leadership.