Member Service Representative 1

P1FCU • Orofino, ID

1d • Onsite

About The Position

The Member Service Representative 1 assists members and prospective members with financial transactions, explains credit union services, responds to problems, and directs members to appropriate staff. The position performs teller functions accurately and efficiently while representing the credit union in a courteous and professional manner.

The role also handles member inquiries and account servicing, maintains account information and privacy, completes clerical tasks, and helps ensure the work area is clean, secure, and well maintained. Additional duties may be assigned, including drive-up service and night drop functions.

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 and general office equipment, including a ten-key calculator.
• Excellent skills in Excel and Word.
• Strong organizational, editing, and communication skills with vendors, staff, members, and the general public.
• 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 and oral instructions and communicate information clearly and logically.
• Ability to deal calmly and professionally with diverse personalities and provide discreet, high-quality customer service.
• Ability to work accurately and maintain composure under deadlines, stress, and a fast pace.
• Regular, reliable, and timely attendance; ability to work extended hours when required or requested.
• Primarily sedentary work with limited physical exertion and occasional lifting of up to 10 pounds; ability to climb or descend stairs in an emergency.
• Ability to routinely work indoors in a climate-controlled shared environment with moderate noise and perform computer work for an average of 6–8 hours per day when necessary.

Responsibilities

• Receive share deposits and loan payments.
• Disburse cash and 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 promptly; balance daily transactions, verify cash totals, and investigate out-of-balance conditions.
• Maintain appropriate records and prepare required reports.
• Answer members' questions and solve problems by gathering information, finding answers, and reporting results.
• Resolve member bookkeeping and checking account problems.
• Take stop-payment orders and order checks for members' accounts.
• Complete forms for members' needs and act as a liaison between members and other organizations and departments.
• Keep the supervisor informed of activities, significant problems, or concerns.
• Maintain member account information on the computer system, protect account privacy, and perform file maintenance and account changes.
• Perform assigned 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.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED