Member Service Representative II (Credit Union Teller)

Heritage Family Credit Union • Bennington, VT

4d • Onsite

About The Position

The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model.

Requirements

• A high school diploma or equivalent is required.
• Cash handling experience is required.
• Proficiency in basic math and computer applications
• High level of integrity and professionalism.

Nice To Haves

• Previous experience working in a financial institution, retail, or customer service role preferred.
• High-energy, adaptable, and team-oriented mindset
• Strong relationship-building and communication skills
• Problem-solving and organizational skills
• Excellent attention to detail

Responsibilities

• Deliver a world-class member experience by building rapport, earning trust, and servicing member needs accurately, efficiently, and professionally.
• Perform a full range of teller and member service transactions, including deposits, withdrawals, transfers, loan payments, account maintenance, wire transfers, and fraud-related support.
• Open and service new accounts with a high level of accuracy and confidence, ensuring proper documentation and follow-up.
• Proactively engage members in meaningful conversations to identify financial needs and recommend appropriate solutions that support their financial goals.
• Maintain strong cash handling practices and operational controls, balancing drawers daily and resolving discrepancies promptly.
• Assist with branch operations including opening and closing procedures, alarms, night drop processing, ATM/ITM servicing, and workstation organization.
• Ensure compliance with all credit union policies, procedures, and regulatory requirements, including BSA and AML standards.
• Maintain an up-to-date and comprehensive knowledge on all credit union products and services.
• Demonstrate professionalism, teamwork and a commitment to providing excellent service in every interaction.
• Establish and maintain effective coordination and working relationships employees across departments and branches.
• Must maintain reliable and predictable attendance.
• All other duties as assigned

Benefits

• Paid time off in addition to paid federal holidays
• Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
• 401k match
• Ongoing training opportunities
• 8 hours of volunteer time with an organization important to you
• Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

What This Job Offers

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