Saturday/Summer Member Service Associate

EastRise Federal Credit UnionWilliston, VT
Onsite

About The Position

The Saturday/Summer Member Service Associate is responsible for performing on the Teller line and for coverage at the front desk of the Williston branch. This team member conducts a range of financial transactions, basic account services, and member support activities, ensuring members have a positive service experience. The role also aims to expand member relationships by suggesting applicable products and services. Success requires accurate transactions, excellent service, and deepening member relationships with the credit union. The specific activities may vary based on the branch location. This role is designed for working students interested in learning more about and working for a financial institution.

Requirements

  • A minimum of one year up to three years of similar or related experience, including preparatory experience.
  • A high school degree or equivalent.
  • Courtesy and tact are essential elements of the job.
  • Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures.
  • Strong organizational, multi-tasking, data and information management, writing and member service skills.
  • Strong written and verbal professional communication skills.
  • Knowledge of Microsoft Office products, financial systems, and digital communication tools.
  • Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.
  • Must be at least 18 years of age.
  • Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required.
  • Travel to other branches or locations may be required depending on position.

Responsibilities

  • Conduct a range of financial transactions including deposits (cash, coin, checks), loan payments, bond redemptions, withdrawals, cash advances, official check issuance, and fund transfers.
  • Ensure accurate cash handling and administrative operations, including balancing teller drawers, vaults, ATM/ITMS and troubleshooting discrepancies with minimal assistance.
  • Focus on fraud mitigation and loss prevention.
  • Adhere to applicable processes and procedures at the assigned location(s).
  • Ensure member satisfaction by providing exceptional service during transactions and for deposit and loan account service for both consumer and business.
  • Aid members with a variety of transaction types, basic account maintenance, supporting basic debit and credit card needs, preventing fraud and responding to basic digital banking support.
  • As a teller advances in the role, duties include operations and services related to audit, cash ordering and shipment, troubleshooting ATM/ITM, and managing more complex situations and escalated member scenarios presented at the teller line and/or drive thru.
  • Uncover members’ financial goals and needs through discovery conversations, demonstrating empathy and building lasting and effective relationships.
  • Identify referral opportunities for other member service experts within and outside of Retail.
  • Participate in promotional campaigns and product initiatives at the branch level.
  • Foster employee engagement to enhance departmental performance and function with a team mindset and an intent to achieve organizational goals.
  • Maintain compliance with the credit union’s policies and procedures.
  • Model integrity, set a positive example, and cultivate a respectful, inclusive team environment.
  • Work collaboratively as part of the larger Retail team to ensure the success of all EastRise locations, which could include project work, collaboration, and additional assigned duties.
  • Spend time at different EastRise branch locations to meet business needs.
  • Comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service