Member Service Representative 1

P1FCU•Hayden, ID

1d•Onsite

About The Position

The Member Service Representative 1 assists members and potential members with financial transactions, explains services, responds to problems, and directs members to appropriate people. The role performs teller functions accurately and professionally, including deposits, payments, withdrawals, cash advances, checks, money orders, and wire transfers. It also verifies transactions, balances daily activity, resolves discrepancies, maintains records, and prepares required reports. The representative answers member questions and resolves account and bookkeeping issues, processes stop-payment orders, orders checks, completes forms, and serves as a liaison between members and internal departments or outside organizations. The position maintains member account information and privacy, performs account changes and file maintenance, and may provide drive-up and night-drop services. Additional duties include maintaining a clean and secure work area, performing clerical work, and attending meetings. The job involves primarily sedentary work in an indoor, climate-controlled shared environment with moderate noise. It requires routine computer work, occasional lifting of up to 10 pounds, the ability to use office equipment and stairs in an emergency, and the ability to work extended hours when required. The representative must provide accurate, discreet, courteous service, work independently and with a team, and handle stressful situations professionally.

Requirements

Under one year of similar or preparatory experience.
High school degree or equivalent.
Excellent knowledge of P1FCU products and services.
Familiarity with computer software and comfort using automated technology.
Ability to type and use a PC, general office equipment, and a ten-key calculator; proficiency in Excel and Word.
Excellent organizational, editing, and communication skills.
Ability to perform basic financial calculations accurately.
Ability to work independently with limited supervision and effectively as part of a team.
Ability to read and follow written instructions and oral directions, and to communicate information clearly and logically.
Ability to provide professional, discreet customer service to people from diverse cultures and at different organizational levels.
Ability to maintain composure under deadline pressure and when accuracy, quality, or pace requirements are high.
Regular, reliable, and timely attendance.
Ability to work extended hours whenever required or requested by management.
Ability to perform primarily sedentary work, occasionally lift up to 10 pounds, climb or descend stairs in an emergency, operate routine office equipment, and routinely work at a computer for an average of 6–8 hours per day when necessary.

Responsibilities

Perform teller transactions accurately and courteously, including receiving deposits and loan payments and disbursing cash or check withdrawals.
Process cash advances, travelers’ checks, cashier’s checks, money orders, and wire transfers.
Verify transactions, monitor deposit amounts, and examine documents for endorsement and negotiability.
Detect and resolve discrepancies, balance daily transactions, verify cash totals, and investigate out-of-balance conditions.
Maintain appropriate records and prepare required reports.
Answer member questions and resolve problems by listening, collecting information, securing answers, and reporting results.
Resolve member bookkeeping and checking-account problems; take stop-payment orders and order checks.
Complete forms for members’ needs and act as a liaison between members and organizations or departments.
Keep the supervisor informed of area activities and significant problems or concerns.
Maintain member account information and protect its privacy; perform file maintenance and account changes.
Perform other assigned duties, including drive-up service and night-drop functions.
Keep the work area clean, secure, and well maintained; perform related clerical duties and attend meetings as required.