Part Time Member Service Representative

Summit Choice Credit Union•Fort Wayne, IN

4h•Onsite

About The Position

This is a part-time position, requiring up to 29 hours per week. The role involves performing a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy, maintaining accurate transactional records, and handling various member savings, share draft/checking, and credit account transactions. Additionally, the position includes providing member services such as the sale of money orders and cashier’s checks.

Requirements

High School Diploma or Equivalent
Prior cash-handling and customer service experience strongly preferred.
Excellent Oral and Written Communication
Member Focus
Promoting Skills
Ethical Conduct
Decision Making
Excellent interpersonal and communication skills.
Ability to work in a fast-paced team-oriented environment
Basic computer and math skills.
Strong attention to detail, accuracy, and integrity.

Responsibilities

Greet members warmly and provide prompt, courteous, and accurate service.
Represent the credit union in a courteous and professional manner.
Process member transactions including deposits, withdrawals, loan payments, transfers, check cashing, and other over-the-counter requests.
Issue cashier’s checks, money orders, and process coin/currency orders and redemptions.
Balance individual cash drawer daily and investigate discrepancies promptly.
Adhere to cash handling and security policies and procedures.
Maintain and balance a cash drawer daily to ensure physical cash counts match computer-generated counts.
Count, verify, and package coins and currency to be sold or bought from the vault.
Ensure the teller station and teller line are properly stocked with paper products, brochures, forms, and supplies.
Answer member questions about accounts, transactions, and credit union policies.
Assist with basic account maintenance, such as address changes or check order requests.
Provide basic information about loan products and guide members to appropriate team members for lending services.
Identify member needs through conversation and transaction review.
Proactively recommend products and services to improve the member’s financial well-being.
Participate in branch promotions, referral contests, and product knowledge training.
Cross-sell credit union products and services such as but not limited to auto loans, credit cards, and financial literacy.
Follow all applicable regulations and internal procedures (e.g., Bank Secrecy Act, OFAC, Reg CC).
Maintain member confidentiality and secure handling of sensitive information.
Ensure proper documentation and identification are collected for all transactions.
Comply with Federal regulations for the processing of holds on accounts.
Comply with BSA and CIP policy to ensure proper identification of members.
Maintain accurate daily records to ensure proper maintenance of documents for auditing and exam purposes.
Research and resolve any cash count discrepancies, reporting any unresolved discrepancies to a supervisor immediately.
Maintain clean and organized teller stations and public spaces.
Assist with opening/closing procedures, as scheduled.
Contribute to branch success by supporting team members and participating in staff meetings and training.
Other duties as assigned by President/CEO or Executive Management.
Maintain and balance the branch vault and/or coin machine daily.
Order, receive, and ship currency/coin according to policy.
Distribute and collect cash from individual teller drawers.
Perform cash audits and maintain vault logs and security procedures.
Serve as backup for other branch operational tasks as needed.