Member Services Float (multiple branch locations)

Unitus Community Credit Union•Tigard, OR

3d•Hybrid

About The Position

The Member Services - Float provides sales and service duties at multiple branch locations, call center, and virtual branch. Traveling between branches is required. This position assists members in processing basic and intermediate teller transactions accurately in a fast-paced environment in accordance with the established policies, procedures and authority levels. The Member Services Float initiates referrals and cross-sell opportunities for members for appropriate products and services based on member needs. The Member Services Float is proficient in opening new and maintaining existing accounts along with the products and services the Credit Union offers. These products include but are not limited to basic, consumer, deposit, and lending. The Member Services - Float provides exceptional member service while ensuring proper data collection and compliance with Federal, State, and Credit Union requirements. This position also provides back up to the Call Center and Virtual branch. This includes support for inbound and outbound member calls, emails, and providing assistance to members in processing financial transactions in accordance with established policies, procedures and authority levels. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents.

Requirements

High School or equivalent certificate
Must have a minimum of one year of work experience in a fast-paced customer service role that includes experience assisting customers in person or by telephone
Strong communication and interpersonal skills and experience in using technology to accomplish work
Ability to be certified through NMLS and as a Notary Public in Oregon/Washington
Reliable transport required. This position is eligible for a travel pay differential

Nice To Haves

Experience in a credit union or bank aiding with financial services products and using cross-selling skills is helpful
Experience with cash handling preferred
Spanish-speaking skills preferred

Responsibilities

Work with members in-person to leverage excellent consultation and sales skills to proactively assist new and existing members to open new accounts, apply for loans, and learn about and be referred to other lines of business
Perform all types of monetary/non-monetary transactions using knowledge of fraud prevention, excellence in service, and accuracy in transactions processed
Continuously develop knowledge of credit union products and services, as well as the internal computer systems used to manage member accounts
Collaborate with other staff in branches or departments to research and resolve questions or concerns
Exceed sales and service goals designed with a member focus

Benefits

Medical + Dental + Vision
Flexible Spending Accounts + HSA
Employees accrue up to 20 days of Paid Time Off (PTO) during their first twelve months of employment
Unitus recognizes 12 paid holidays per year
401(k) Retirement Savings
Annual Incentives (eligibility dependent)
Employee Assistance Plan
Tuition Reimbursement
Student Loan Debt Repayment
Transit & Parking benefits
Paid Volunteer Time Off