Member Services Officer 1
COASTHILLS FEDERAL CREDIT UNION•San Luis Obispo, CA
•Onsite
About The Position
Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union.
Requirements
- Relevant customer service and/or cash handling experience in a retail or banking environment.
- Successful completion of core competencies certification (within six months of employment).
- Knowledge of branch operational activities and basic understanding of lending practices and policies.
- Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
- Completion of New Employee Training Program.
- Successful completion of pre-employment testing.
- Operates a variety of office equipment and machines.
- Ability to travel, attend, and participate in training and meetings at various locations.
Responsibilities
- Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
- Prepares and processes transaction requests by telephone and mail.
- Prepares authorized account charges.
- Processes money orders, cashier’s checks, and other services.
- Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
- Proactively responds to members’ inquiries and requests using product knowledge.
- Assists members in completing forms and documents.
- Resolves errors and member concerns in a timely manner.
- Balances cash and coin accurately and maintains appropriate cash levels within limits.
- Remains current on knowledge of Credit Union policies, procedures, and services.
- Performs duties as assigned by management and may be assigned to work at any branch.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
