Member Service Representative I

People's Credit Union•Portsmouth, RI

3h•Onsite

About The Position

This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. People’s Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. We hire employees whose core values match our own. We can train for competency, but if you’re also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Here, hierarchy doesn’t drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization.

Requirements

High School diploma or equivalent.
At least six months cash handling and customer service experience.
Good oral communication skills.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be able to use basic math skills and spell accurately up to a high school graduate level.

Nice To Haves

Genuine, trustworthy, earnest, empathetic, and resourceful core values.
Ability to take effective action without being directed.
Curiosity and desire to obtain new information.
Ability to effectively apply new knowledge and inspire others.
Identification with the larger organizational team and role within it.
Willingness to share resources and respond positively to requests from other parts of the organization.
Empathy for others’ roles and responsibilities.
Understanding of the importance of consistently meeting commitments and quality of work.
Ability to be trusted to be on-time, prepared, and make decisions aligned with the organization’s purpose, values and goals.
Ability to communicate when commitments cannot be met and make plans to cover missing commitments.
Full presence and undivided attention when someone is speaking.
Ability to give cues both verbally and non-verbally indicating engagement.
Ability to paraphrase to confirm understanding.

Responsibilities

Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines.
Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities.
Provides account servicing and maintenance.
Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution.
Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security.
Contributes to daily operations of a branch and end of day branch balancing.
Assists in the daily procedural balancing of Automated Teller Machines (ATMs).
Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).
Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services.
Ensures members are aware of all channels through education and in branch demonstration.
Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.