Member Services Representative

Polish & Slavic Federal Credit Union•New York, NY

8d•$20 - $22

About The Position

Polish & Slavic Federal Credit Union is committed to supporting our employees’ overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also have a generous Paid Time Off policy including Vacation, Personal and Sick Time, as well as, a Birthday Day off.

Requirements

1-2 years of work experience
1 year of experience as a Teller
Basic computer skills and knowledge of computer software programs
Ability to cross sell products
Fluency in spoken and written Polish and English

Responsibilities

Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service
Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures
Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone
Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance
Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail
Develop good relationships with PSFCU vendors
Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events
As per PSFCU Policy and Procedures perform routine transactions, including but not limited to: opening/closing accounts and shares; accepting wire transfer requests-domestic and international; performing change of address, issuing temporary checks; performing Harland Clarke share drafts orders; processing ATM card and Debit card requests; handling and processing IRA accounts; handling and processing Share Certificates of Deposits; handling and processing Club accounts; direct deposit of Social Security and payroll checks to members accounts; processing lost passbook requests; performing Chex Systems checks; set up and provide access to On-Line Banking, Mobile Banking
Service existing accounts; set up new accounts files and provide members with all necessary information and assistance
Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need
Assist members in the completion of the loan application (real estate loans excluded) and all associated forms
Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application
Notify members by phone or mail that their checkbooks are ready for pickup at the branch
Conduct orientation interview on Credit Union services and programs with each new Credit Union member
Effectively offer Credit Union products and services through the practice of established sales and service techniques
Post dividends prior to the end of the month for all closed member accounts
Perform all functions of Teller when business needs dictate
Maintain extensive knowledge of all products and services
Monitor changes in interest rates and effectively communicate pricing to members
Maintain superior knowledge and full understanding of consumer loan products
Act as a Safe Deposit Box Attendant, responsible for handling box rentals, providing access to the vault area and related functions
Perform other duties or responsibilities as
Effectively cross-sell PSFCU products and services in order to achieve Branch Goals as per the Branch Goals Incentive
Travel to and cover at other branches if necessary and
Perform all Quick Assist functions
Processing POA
Processing Stop payment
And other functions as needed and delegated by the Branch Manager
Receive checks and cash for deposit and/or loan payments, pursuant to established policies and procedures
Cash checks and pay out money pursuant to established policies and procedures
Handle requests from members for transfers of shares for loan payments, share withdrawals, check requests, line of credit advances, and any other request received from members
Issue official checks, certified checks
Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data in the computer system and appropriate reports
Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances; encoding and scanning of checks
Complete Currency Transactions Reports (CTR)
Continuously offer Credit Union products and services through the practice of established sales and service techniques
Sign for and accept money from the courier, fine count all cash on the day of delivery.
Disburse money to tellers and make sure they sign for all cash processed by head teller.
Serve as vault teller performing vault sells and buys.
Check cash in teller drawers periodically.
Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances.
Fill out vouchers for bills and total money orders.
Collect all vouchers, etc., from tellers, close day and write up the change fund for the next day.
Responsible for opening and closing the safe.
Responsible for approving of the signing income tax checks.
Follow established Credit Union Service Standards to provide superior customer service
Perform other duties or responsibilities as required or assigned
Process Visa Cash Advances pursuant to established policies and procedures
Process coin machine tickets
Foreign currency buy and sell transactions processing
Report counterfeit currency