Member Service Representative

Yolo Federal Credit Union•West Sacramento, CA

1d•Onsite

About The Position

We are recruiting for a Member Service Representative (33.5 hours per week) for our West Sacramento Branch. If you thrive on providing top-notch service, love helping your community, and enjoy teamwork, then we might be a great fit for each other. Essential Duties and Responsibilities: Provide high quality member service by conducting teller transactions in an efficient and accurate manner. Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success. Welcome walk-in members with a professional and courteous greeting. Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed. Identify and act upon additional cross-sell opportunities. Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards. Maintain accurate records of transactions and account for all receipts and disbursements. Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests. Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM). Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy. Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete. Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services. Regular and punctual attendance is an essential function of this position.

Requirements

Must be authorized to work in the United States.
Must be located within 50 miles of Yolo County, CA or must be willing to relocate
High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role.
Ability to read and interpret documents such as operating policies and procedure manuals.
Ability to comprehend instructions, correspondence, and memos.
Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.
Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages.
Ability to apply concepts of basic algebra.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; and talk or hear.
The employee must occasionally lift and/or move up to 25lbs.
Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.

Nice To Haves

Prior working experience with a credit union or financial institution preferred.

Responsibilities

Provide high quality member service by conducting teller transactions in an efficient and accurate manner.
Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success.
Welcome walk-in members with a professional and courteous greeting.
Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed.
Identify and act upon additional cross-sell opportunities.
Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards.
Maintain accurate records of transactions and account for all receipts and disbursements.
Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests.
Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM).
Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy.
Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete.
Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services.
Regular and punctual attendance is an essential function of this position.