PT Member Service Specialist-Overland

ICCU•Boise, ID

7d•Onsite

About The Position

To provide service to members for financial transactions. Serves as a member-facing representative and one of the first faces of the Credit Union, creating a welcoming, professional, and service-focused experience. Promotes and cross sells Credit Union services. Ensures member satisfaction through courteous, accurate, and efficient service while supporting members’ financial wellness. Maintains a professional appearance consistent with ICCU dress and grooming standards for member-facing roles. This is for the every Tuesday and Wednesday 9:15-6:15pm and every Saturday or every Monday, Tuesday, and Friday 9:15-6:15pm Shift

Requirements

High School Diploma or GED required.
One year of customer service or relevant experience required.
Strong attention to detail and accuracy in handling transactions required.
Proficient math skills and ability to process account transactions accurately required.
Good verbal and written communication skills, interpersonal skills, and ability to work independently and as a team member required.
Must be eligible for membership at ICCU to obtain employment.

Nice To Haves

Teller or cash handling experience preferred.
Knowledge of financial institution regulations preferred.

Responsibilities

Maintains a strong focus on helping each member achieve financial success.
Ensures member experiences are always at or above ICCU service standards.
Behaves consistently with ICCU’s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement, and Accountability at all times.
Performs a wide range of member-generated transactions through a variety of channels and systems accurately, professionally, and in a timely manner.
Provides general information to members about Credit Union services.
Recognizes and develops opportunities to refer products and services to members.
Utilizes available resources to resolve member concerns on the first contact whenever possible.
Addresses member needs promptly and effectively, demonstrating a proactive and helpful approach.
Assists the community with financial wellness through member education and service support.
Contributes to individual and branch performance expectations through quality service, effective referrals, and consistent follow-through.
Maintains a continuous focus on meeting member experience standards, service expectations, and branch goals.
Demonstrates professionalism in appearance, communication, attendance, quality, and quantity of work performed.
Adheres to assigned branch schedule, arrives prepared and on time for scheduled shifts, and follows attendance expectations and time-off approval procedures.
Maintains knowledge of and ability to balance teller cash drawer, vault, ATM, cash recycler, coin machine, money orders, cashier’s checks, VISA cash advances, gift cards, debit and credit card stock, and daily deposits.
Processes member wire transfers.
Supports business account and merchant transaction processing.
Assists with branch cash and coin ordering and selling.
Processes member check orders.
Creates member and business member debit cards.
Supports branch office supply ordering.
Keeps leadership informed of member needs, product or service suggestions, and escalations.
Maintains confidentiality of member and Credit Union information.
Performs miscellaneous other duties as assigned.