Service Representative - Part Time Position

Uniwyo Federal Credit Union•Cody, WY

1d•Onsite

About The Position

This is a part-time Service Representative position at a credit union. The role involves assisting members visiting the credit union, promoting and selling products and services, and handling various financial transactions. The representative will establish, maintain, and close savings accounts, issue debit and pre-paid cards, and ensure adherence to credit union policies and procedures. A key aspect of the role is to assist in developing new business by being knowledgeable about all products and services, including rates and parameters. The position also requires performing member transactions such as deposits, loan payments, withdrawals, cash advances, transfers, and check cashing. Daily balancing of the teller drawer, along with ensuring the security of cash, money orders, and member information confidentiality, is essential. The role involves understanding member relationship management to identify sales opportunities for referral to the sales team and generating a threshold number of product and service referrals. Additionally, the representative will respond to member requests, concerns, problems, and complaints, communicating information accurately and concisely, and directing members to appropriate departments. Correspondence-related functions include compiling information, preparing and maintaining files, and entering data into systems. Assistance to the Branch Manager may be required, along with responding to inquiries via written, phone, or in-person communication. The role also includes assisting with the training of new service representatives and recommending policy and procedure changes. Compliance with the Bank Secrecy and Anti-Money Laundering Acts is mandatory, including monitoring for illegal activity relevant to the position. Other duties may be assigned as needed.

Requirements

Knowledge of applicable credit union rules, ordinances, codes, regulations, administrative orders, case law and other governing rules and regulations.
Knowledge of the Credit Union’s policies and procedures.
Knowledge of the principles of file and records management.
Knowledge of the principles of customer service.
Skill in assessing and prioritizing multiple tasks, projects and demands.
Skill in working within deadlines to complete projects and assignments.
Skill in assessing, analyzing, identifying, and recommending solutions to problems.
Skill in establishing and maintaining effective working relations with co-workers, other UniWyo employees, representatives from other credit unions, general public and/or others having business with UniWyo.
Skill in operating a personal computer utilizing a variety of software and operating systems/applications.
Proficient in word processing and current spreadsheet software.
A high school diploma or GED AND one (1) year of relevant accounting, banking, service or closely related experience OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

Nice To Haves

May be required to work outside the traditional work schedule.
May be required to stand for extended periods of the day.
May be required to move and/or transport heavy, bulky supplies, materials and/or other items weighing up to 40 pounds.
May be exposed to potential physical harm and infectious diseases.

Responsibilities

Receives, responds to and assists members visiting the credit union.
Promotes and sells products and services in person.
Establishes, maintains, and closes a variety of financial savings accounts within established boundaries.
Issues debit cards and pre-paid cards.
Enthusiastically promotes UniWyo products and services.
Ensures Credit Union policies and procedures are adhered to.
Assists in the development of new business by being familiar with all products and services, including associated rates and parameters.
Performs a variety of member transactions.
Accepts deposits and loan payments.
Assists members with withdrawals, cash advances, transfers, check cashing and check withdrawals.
Balances assigned teller drawer on a daily basis.
Assists with the security and monitoring of cash, money orders and confidentiality of members’ information.
Understands member relationship management for the purposes of identifying potential sales opportunities for referral to the sales team.
Responsible for the generation of a threshold number of product and service referrals.
Responds to member’s requests, concerns problems, and complaints regarding their accounts.
Communicates and conveys information to members.
Identifies member’s needs and directs them to appropriate departments.
Responds to member’s questions in a timely fashion accurately and concisely.
Performs a combination of correspondence related functions.
Compiles information and routes to appropriate departments.
Prepares, updates, and maintains files.
Enters data into electronic and/or manual recording systems.
As required assists the Branch Manager.
Responds to inquires made in writing, by phone and/or in person.
Assists with the training of new service representatives.
Recommends changes to existing policies and procedures.
Responsible for compliance with the Bank Secrecy and Anti Money Laundering Acts including monitoring for such illegal activity as it applies to this position.
Performs other duties as assigned or required.