Member Service Representative 1 (Credit Union Teller)

Heritage Family Credit Union•Rutland Town, VT
•Onsite

About The Position

The Member Service Representative I (Credit Union Teller) provides a high-quality experience to credit union members and coworkers. The role performs a broad range of transactions promptly, professionally, and accurately while representing the credit union in a friendly and courteous manner. The position serves the Rutland branches in a professional banking environment. The representative assists members with account inquiries and updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions. Additional branch duties include working at the drive-up station; opening and closing the branch; arming and disarming alarms; processing night-drop and mail envelopes; assisting with ATM or ITM servicing and maintenance; scanning checks; and keeping the member service station clean, organized, and supplied. The role follows credit union policies, procedures, and regulatory requirements, including AML and BSA standards. It requires maintaining current knowledge of relevant products and services, identifying member needs, and promoting and explaining credit union offerings. The representative balances a cash drawer at the end of each shift, investigates discrepancies, and promptly reports them to the Member Service Supervisor and/or AVP, Branch Manager. The role also involves maintaining effective working relationships, communicating significant concerns to management, reliable attendance, and other assigned duties.

Requirements

  • High school diploma or equivalent.
  • Cash-handling experience.
  • Strong verbal communication and interpersonal skills.
  • Problem-solving skills and excellent attention to detail.
  • Proficiency in basic math and computer applications.
  • High level of integrity and professionalism.
  • Ability to stand for long periods, perform repeated computer keyboard motions, and occasionally lift or carry bags of coin weighing up to 50 pounds.

Nice To Haves

  • Previous experience in a financial institution, retail, or customer service role.

Responsibilities

  • Greet and interact with members professionally and provide a positive member experience.
  • Serve members promptly and accurately with account inquiries, updates, troubleshooting, deposits, withdrawals, loan payments, transfers, and other transactions.
  • Perform branch support duties, including working at the drive-up station, opening and closing the branch, arming and disarming alarms, processing night-drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, scanning checks, and keeping the service station clean, organized, and stocked.
  • Follow credit union policies, procedures, and regulatory requirements, including AML and BSA requirements.
  • Maintain current knowledge of credit union products and services; identify, explain, promote, and cross-sell them to members.
  • Balance the cash drawer at the end of each shift using reports and a balance sheet; research discrepancies and immediately notify the Member Service Supervisor and/or AVP, Branch Manager.
  • Maintain effective working relationships with area personnel and management, and keep the Member Service Supervisor and/or AVP, Branch Manager informed of activities, significant problems, or concerns.
  • Maintain predictable and reliable attendance.
  • Perform other duties as assigned.

Benefits

  • Paid time off and paid federal holidays.
  • Medical, dental, and vision benefits for employees who regularly work 24 or more hours per week.
  • 401(k) match.
  • Ongoing training opportunities.
  • Eight hours of volunteer time with an organization important to the employee.
  • Monthly reimbursement of up to $25 for a gym membership, up to $25 for hobbies, and up to $25 for fresh local foods on a seasonal basis.
  • Starting pay of $22 per hour; may be eligible for a variable incentive plan.
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