Member Service Representative III

CENTRAL STATE CREDIT UNION•Stockton, CA

8h•$23 - $34•Onsite

About The Position

Member Service Representative III provides a broad range of services to the credit union members, and department staff, including the security and maintenance of branch cash. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, interview, and professionally handle the member’s daily needs. Provide a variety of transaction services to members including loan processing, closing, and disbursal. May lead the activities of other Member Service Representatives as assigned by the Branch Manager.

Requirements

Proficient knowledge of credit union policies and procedures; products and services to resolve problems in an efficient manner.
Proficient in all aspects of the Credit Union operations.
Strong verbal and written communication skills.
Excellent interpersonal and customer service skills.
Strong organizational skills and attention to detail.
Strong time management skills with a proven ability to meet deadlines.
Strong attention to detail and excellent organizational skills.
High School diploma or equivalent required.

Nice To Haves

Minimum one to two years prior Member Service Rep experience preferred.

Responsibilities

Opening new member accounts, receiving, and disbursing cash and checks, posting deposits and loan payments.
Cross selling products and/or services and referring to the appropriate personnel for additional information as needed.
Responding to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
Handling more complex questions and problems for other credit union staff.
Promoting credit union products and services based on members’ needs that are obtained from member interviews and/or review of member’s account.
Actively cross -selling products and services.
Reconciling assigned GL accounts and month end cash for assigned branch.
Researching and identifying overrides and able to override warnings for other employees.
Accurate completion of required audit logs.
Opening and closing the branch when the branch manager is unavailable.
Audit of branch cash and controls.
Adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), Elder Abuse, HIPAA, ADA and other federal/state compliance regulations.
Performing other duties as assigned.