Part-Time Teller/Member Services Representative (El Cajon)

North Island Credit Union • El Cajon, CA

101d

About The Position

The Member Service Representative (MSR) is based in a branch and is responsible for providing consistently exceptional service to our members through face-to-face interactions and assisting members in the completion of a variety of financial transactions, such as deposits and withdrawals, payments, and other related transactions. Must also knowledgeably address member concerns and questions as well as identify opportunities for cross-selling services and products.

Requirements

• Excellent customer service skills
• A background in sales and new accounts is highly desirable
• Ability to work in a fast-paced environment
• High degree of accuracy
• Strong communication skills
• Effective problem solving and communication skills
• Ability to work well in a team oriented environment
• High school diploma or GED.
• One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.

Responsibilities

• Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
• Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
• Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures.
• Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members.
• Directly responds to member inquiries timely and accurately via telephone, mail, email, or an internal referral.
• Develop, expand and retain member relationship in order to increase member satisfaction.
• Adhere to Branch Service Level Standards, SLA s and Corporate initiatives.
• Actively participates in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings.
• Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
• Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
• Must consistently report to work on time, as scheduled.
• Complete all BAI trainings and classroom courses.
• Performs other duties as assigned.

What This Job Offers

• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED