Member Service Representative 1 - Meridian

P1FCU • Meridian, ID

7d • Onsite

About The Position

To assist members and potential members with their financial transactions, involving paying and receiving cash and other negotiable instruments; explains services, respond to problems, and direct members to the appropriate people.

Requirements

• Under one year of similar or preparatory experience.
• A high school degree or equivalent
• Must be familiar with various computer software programs and comfortable with automated technology.
• Must be able to type, use PC, general office equipment including ten-key calculator and excellent in Excel and Word programs.
• Excellent organizational and editing skills, communication skills with vendors, staff, members, and general public.

Responsibilities

• Assumes responsibility for the efficient, effective and accurate performance of teller functions by representing the Credit Union in a courteous and professional manner.
• Receives share deposits and loan payments.
• Disburses cash or check withdrawals.
• Processes cash advances, travelers' checks, cashiers' checks, money orders and wire transfers.
• Verifies transactions.
• Monitors deposit amounts and examines documents for endorsement and negotiability.
• Detects and resolves discrepancies promptly.
• Balances daily transactions and verifies cash totals.
• Investigates and resolves out-of-balance conditions.
• Assures that appropriate records are maintained and required reports are prepared.
• Answers questions and solves problems for members by listening to problems, collecting data, securing answers and reporting results to the inquiring party.
• Resolves member bookkeeping and checking account problems.
• Take stop payment orders.
• Orders checks for members' accounts.
• Completes appropriate forms for member's needs.
• Acts as liaison between members and various organizations and departments.
• Keeps supervisor informed of area activities of any significant problems or concerns.
• Maintains member account information on computer system and ensures privacy of member account information.
• Performs file maintenance and account changes as needed.
• Performs other duties as assigned: including but not limited to drive-up service and night drop functions as assigned.
• Ensures that work area is clean, secure and well maintained.
• Performs related clerical duties and attends meetings as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees