Member Service Representative

CREATE CREDIT UNION•Paradise, NV

11d•$19 - $21•Onsite

About The Position

The Member Service Representative role involves opening new consumer accounts, performing account maintenance, and balancing the cash drawer daily to ensure accuracy. This position requires producing quality work efficiently and resolving member inquiries through research and troubleshooting. The representative will apply advanced knowledge and logic to create solutions in the best interest of members, providing service in accordance with CCU standards. A key aspect of the role is to establish and deepen relationships with members, making CCU their first choice for financial decisions. This includes proactively offering products and services as solutions to member needs, leading to sales and referrals. The role also requires attaining goals set by management, cross-training in other branch/department functions, and demonstrating the ability to train other employees. A commitment to the organization's service standards in all member interactions and fostering a positive, professional team environment is essential. Duties may be assigned by management, and the representative may be asked to work at any branch. The credit union supports continual education and career development, expecting self-development initiatives such as attending meetings and educational sessions.

Requirements

Proficiency with Microsoft Office.
One or more years of cash handling experience.
Ability to manage relationships at all levels throughout the organization.
Excellent oral and written communication skills.
Demonstrated member service and sales ability.
Professional and service attitude.
Utilization of online/mobile banking related services.

Nice To Haves

Knowledge of regulations pertaining to accounts, services, confidentiality, disclosure requirements and lending is preferred.
Experience in a banking environment is preferred.

Responsibilities

Opens consumer new accounts and performs account maintenance.
Balances cash drawer daily to assure accuracy in transactions.
Produces quality work efficiently and free from errors.
Research, troubleshoot and resolve member inquiries.
Applies advanced knowledge and logic to all activities and member interactions and creates solutions that are in the best interests of members.
Provides member service in accordance to CCU standards.
Works to establish and deepen relationships with members so CCU is the members first choice when a financial decision is made.
Proactively offers products and services as solutions to member needs that result in sales and referrals to business partners throughout the credit union.
Ability to attain goals as set by management on a consistent and continual basis.
Cross Trains in other branch/department functions as determined by Branch Manager, as well as demonstrating the ability and willingness to cross train other employees in the operational, sales and service aspects of their position.
Demonstrates the organization's service commitment in all member interactions.
Ensures a positive and professional team environment.
Performs duties as assigned by management and may be assigned to work at any branch.
Self-development initiatives are expected, including attending branch and organizational meetings, educational sessions, seminars or courses as requested.