Member Service Representative

R I A FEDERAL CREDIT UNION•Bettendorf, IA

4d•Onsite

About The Position

At R.I.A. Federal Credit Union, the primary focus of the Member Service Representative is to improve the financial well-being of our members. This is accomplished through building relationships, operating with integrity, and taking action to positively impact members and the community. The role requires maintaining high levels of product/services knowledge to educate members, interacting with members and prospective members regarding accounts, performing banking transactions, opening new accounts and loans, and potentially acting as supervisor in the absence of management. A key aspect of the role is uncovering opportunities to improve members' financial well-being and referring or closing business accordingly. Strong adherence to policy and procedure, along with maintaining security over credit union assets, is also required.

Requirements

High School graduate or G.E.D.
Business Acumen
Highly Motivated
Confidentiality
Financial Acumen
Dependable and Dedicated
Respectful
Collaborative
Can learn and evolve
Trustworthy
Ethical Practice
Adaptable
Trustworthy/listens well
Attention to detail and solid organizational skills
Ability to work with disgruntled people and in stressful situations
Strong written and verbal communication skills
Takes initiative; problem solve
Relates well to employees at all levels; relationship-builder
Maintain current knowledge of R.I.A.s philosophy.
Follow safety and security rules.

Nice To Haves

Two years secondary education in related field or equivalent work experience
Experience in customer service, banking, and electronics

Responsibilities

Maintain high levels of product/services knowledge to educate members and prospective members.
Interact with members and prospective members specific to deposit and loan accounts, creating a pleasant experience.
Cooperate with the branch team and ensure a team effort is enforced.
Perform banking transactions including loan payments, transfers, and various other teller duties.
Open new accounts and loans, and numerous other financial transactions.
Act as the acting supervisor in the absence of the Branch Manager and Assistant Branch Manager if the need arises.
Properly open and close the branch.
Uncover opportunities to improve the financial well-being of members and convert them into success.
Close business or refer leads to respective teams for additional products or services.
Adhere to policy and procedure.
Maintain and enforce maximum security over the credit union, cash, and other valuables.