Member Service Officer,485 Coors NW, Bilingual Encouraged

Rio Grande Credit Union•Albuquerque, NM

About The Position

The Member Service Officer works in Branch Administration and reports to the Branch Manager. The role processes new accounts, in-person member service requests, and teller transactions, while helping foster an environment and culture focused on making members’ dreams come true. The position also supports branch operations, compliance, fraud prevention, and a caring, solutions-oriented member experience. Other duties and training may be assigned by the manager.

Requirements

  • Up to 6 months of related experience.
  • High school degree or equivalent.
  • Ability to perform the essential duties satisfactorily, including communicating effectively, following instructions, managing multiple priorities, and maintaining professionalism under deadlines.
  • Ability to handle confidential information and maintain regular attendance.

Responsibilities

  • Open new accounts, complete new-member onboarding, meet or exceed deposit goals, and perform initial quality reviews of new accounts.
  • Handle and resolve routine account-related requests, inquiries, and issues; create leads and cases for products or services that cannot be resolved.
  • Verify and assist with safe deposit box rentals and access; complete branch opening and closing duties; follow account comments, warnings, and notes.
  • Manage member appointment schedules and lobby traffic, escort vendors to appropriate departments, process disputes, wires, powers of attorney requests, and IRAs, and review and correct account errors.
  • Process and verify cash, checks, deposits, withdrawals, transfers, and loan payments; complete end-of-day procedures; accurately complete CTRs and eCTRs, add CTR transactors, and complete SARs when needed.
  • Verify cash replenishments from Loomis and accurately manage and balance a cash drawer.
  • Obtain and prepare required verification and documentation for products and services; collect and enter CIP information for new accounts and update required CIP information in the core processor.
  • Perform OFAC checks for applicable transactions, identify members using RGCU-approved identification, and review accounts and transactions for red flags.
  • Provide caring, helpful, open-minded, and proactive member service; offer creative solutions that make doing business with RGCU easier.
  • Assist in other areas as directed by leadership.
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