Member Service Representative (FT40)

Red River Employees Federal Credit UnionTexarkana, TX
7h

About The Position

Opens new Credit Union memberships and acts as a liaison between the member and Credit Union to assist the member with their financial needs and/or account questions.

Requirements

  • One or more years of experience with a financial institution or a credit union, working in a teller and/or customer service-related position.
  • High school diploma or the equivalent, with some college preferred.
  • Competent computer skills and use of standard office equipment.
  • Friendly, outgoing, well-groomed, tactful, compassionate, enjoys public contact, reliable, flexible, alert to member needs, and aware of surroundings.
  • Ability to meet, speak, and deal effectively with people, being professional always.
  • Must maintain a neat and professional appearance.
  • Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.

Responsibilities

  • Greets members as they enter the lobby in an outgoing, courteous manner.
  • Cross-sells every product and service as needed to meet the financial needs of the individual member.
  • Reviews membership applications for approval. Opens and provides information on all RRCU account types.
  • Assists members with direct deposits, IRAs, CDs, check orders, address changes, automatic transfers, wire transfers, and other financial needs.
  • Instructs members on the proper use of the Audio Response System, Home Banking, Bill Payer, plastic services (ATM/ITM, Check Card, and Gift Cards) and Moneyline transfers.
  • Prints and reviews member statements or account histories and provides counsel to members regarding the activity of their accounts.
  • Makes correction to accounts as needed. Alert to warnings of fraud and able to detect and avoid possible fraudulent activity.
  • Responsible for the security of their own negotiables until signed over to the proper designated employee.
  • Provides daily entry to safe deposit boxes in accordance with rules and regulations.
  • Must set an example of professionalism.
  • May serve as a RRCU notary.
  • When necessary, in branches, may perform loan processing duties to assist Branch Manager and/or Loan Officer.
  • Adheres to all Red River Employees Federal Credit Union policies and procedures.
  • Performs other related duties as assigned.
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