Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)

HealthCare Associates Credit Union•Oak Lawn, IL

33d•$21 - $25•Onsite

About The Position

This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

Requirements

Ability to work cooperatively in a group setting
Basic math skills necessary for balancing
Working Knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, Microsoft 365, etc.)
Ability to convey thoughts and ideas clearly and concisely
Ability to multi-task and work in a fast-paced environment
Ability to listen attentively and work independently with minimal supervision
High school diploma or equivalent

Nice To Haves

Prior financial institution experience helpful, but not necessary
Prior customer/member service experience helpful, but not necessary

Responsibilities

Process New Accounts
Establish savings/membership accounts
Open checking accounts & order checks
Open money market accounts & order checks
Open subsequent savings, Christmas club, vacation club accounts
Collect all required documentation (IDs, Death Certificates, Letters of Office, Etc.)
Maintain Membership Records, Documentation, and File Maintenance
Process name changes
Process address changes
Process all required account maintenance
Process and set-up auto share transfers, loan transfers and off-cycle transfers per member request
Scan all applicable member documents daily
Utilize and record as required in Synapsys
Possess basic knowledge of Alkami and assist with online support
Possess knowledge of bill pay and assist with the set-up and usage
Prepare the daily inclearing and outclearing of checks and forward to accounting daily
Respond to Member Needs, Inquiries and Requests
Research account inquiries or discrepancies
Provide members with rates and account disclosure information
Suggest products and services to further benefit members' financial needs
Order check copies, plastics, statement copies, and reorder checks, etc.
Process Member Mailed In Transactions
Post deposits to various share accounts
Post loan payments
Process VISA payments
Send receipts for mailed in deposits
Send withdrawal checks or close accounts per written requests
Process fee reversals
Process GL payments and adjustments
Process Member Walk In Transactions
Post deposits to various share accounts
Post loan payments
Process VISA payments
Process cash and check withdrawal requests
Transfer funds between share account or from share to loan & VISA
Cash checks for members
Sell gift cards
Sell vehicle stickers
Process cash advance requests on loans and HACU's VISA
Assist in the processing of wire transfer requests
Process stop-payments
Process certified checks
Process shared branching transactions
Accurate Balancing
Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed
Verify transaction slip is completed accurately, assist member with completion if necessary
Complete transaction slip if one is not present with mail in transaction and clearly designate as mail deposit
Make sure all totals balance with computer teller balance totals and recyclers if applicable (checks for deposit, withdrawal checks, and teller cash drawer if applicable)
Prepare daily cash letter and forward to accounting
Other
Adhere to other duties as assigned
Assist in the Contact Center as necessary
Support all branches in a floating teller capacity when necessary
Assist with cash delivery verification
Assist in the training of new hires
Complete all compliance and training modules in a timely fashion
Tele-contact as required and necessary
Adhere to HACU brand guidelines at all times

Benefits

4 weeks of paid time off
Federal holidays off
Opportunity for quarterly incentives
Full benefits package
401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)

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