Member Service Representative 1

P1FCU•Walla Walla, WA

1d•$19 - $27•Onsite

About The Position

The Member Service Representative 1 assists members and prospective members with financial transactions, including receiving and disbursing cash and processing negotiable instruments. The role explains credit union services, responds to member questions and problems, and refers members to appropriate staff or departments. The position performs teller and account-service functions accurately and courteously. It processes deposits, loan payments, withdrawals, cash advances, checks, money orders, wire transfers, and related transactions; verifies and balances transactions; maintains account information and records; and addresses discrepancies and member account issues. The representative also performs assigned clerical duties, including drive-up service and night-drop functions, and maintains a clean, secure work area. Work is performed indoors in a climate-controlled, shared work environment with moderate noise. The role is primarily sedentary, includes routine computer work for an average of 6–8 hours per day when necessary, and may require extended hours when requested by management.

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 with 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 carry out oral instructions.
Ability to speak clearly and convey information in a logical, understandable sequence.
Ability to handle diverse personalities calmly and professionally, provide high levels of customer service, and use discretion with the public.
Ability to work accurately and maintain composure under deadline pressure, fast-paced conditions, and quality requirements.
Ability to exercise discretion with confidential matters.
Ability to work extended hours whenever required or requested by management.
Regular, reliable, and timely attendance.
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 operate routine office equipment, including a telephone, copier, facsimile machine, and calculator.
Ability to routinely work on a computer for an average of 6–8 hours per day when necessary.

Responsibilities

Represent the credit union courteously and professionally while performing teller functions efficiently and accurately.
Receive share deposits and loan payments and disburse 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 members’ questions and resolve problems by listening, 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 appropriate 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 in the computer system, protect its privacy, and 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.