Member Services Officer 2
COASTHILLS FEDERAL CREDIT UNION•Lompoc, CA
•$22 - $22
About The Position
Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union.
Requirements
- Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
- Successful completion of pre-employment testing.
- Ability to travel, attend, and participate in training and meetings at various locations.
Nice To Haves
- Successful completion of core competencies certification (within six months of employment).
- Knowledge of branch operational activities and basic understanding of lending practices and policies.
- Successful completion of Member Services Officer Level 2 certification.
Responsibilities
- Opens new membership and share accounts and closes all accounts.
- Provides services to members by performing basic 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.
- Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
- Proactively responds to members’ inquiries and requests using product knowledge.
- Approves transactions within authorized limits.
- Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
- 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.
- Assists in the training of new employees in the branch.
- 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
Mid Level
Education Level
No Education Listed
