Member Service Representative Plaza

Topside Federal Credit Union • King George, VA

10d

About The Position

Responsible for accurately processing financial transactions and being an effective source of information for our members: in the lobby, drive thru window or by telephone. Providing them with friendly, professional, confidential and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Requirements

• Six months to two years of similar or related experience, including time spent in preparatory positions.
• Cash handling and customer service experience are strongly preferred.
• A high school degree or GED is required.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

Nice To Haves

• Spanish speaking is a plus.

Responsibilities

• Demonstrate efficiency with financial transactions for checking, savings and borrowing members: receives funds, posts transactions and pays out funds as requested. Verbally confirm intended transactions with member to assure all needs are met and minimize errors.
• Balances cash drawer daily to ensure accuracy in transactions and notifies supervisor regarding any outages.
• Create and maintain a clean, neat, pleasant work environment by maintaining a professional look (i.e. dress, posture, attitude, etc.), positive outlook, and behavior toward members and co-workers.
• Research, troubleshoot, and resolve member and internal inquiries regarding policies, practices, and products.
• Receives loan payments and savings/checking deposits from members, addresses inquiries on accounts, records amounts and dates of payments and other significant information, checks member calculations, and validates checks and/or cash payments. Issues money orders, receives currency and coins and verifies amounts, and processes the redemption of bonds, cash checks according to written procedures.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Assist other departments and branches with transactions as needed; provide support for the department and branch managers in fulfilling member requests and merchant verifications.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees