Service Representative

Uniwyo Federal Credit Union • Casper, WY

6d • $0 - $19 • Onsite

About The Position

The Service Representative role involves assisting members visiting the credit union, promoting and selling products and services, and managing financial accounts. Responsibilities include opening and closing savings accounts, issuing debit and pre-paid cards, and ensuring adherence to credit union policies. The position also involves performing various member transactions such as deposits, loan payments, withdrawals, and check cashing, while balancing a teller drawer daily. A key aspect is understanding member relationship management to identify sales opportunities and referring them to the sales team, with a responsibility for generating a threshold number of product and service referrals. The role also requires responding to member inquiries, concerns, and complaints accurately and concisely, and directing members to appropriate departments. Additionally, the Service Representative will handle correspondence, compile information, maintain files, and enter data into electronic or manual systems. They may assist the Branch Manager, respond to inquiries via various channels, and assist in training new representatives. Compliance with the Bank Secrecy and Anti Money Laundering Acts is mandatory, including monitoring for illegal activity. Other duties as assigned are also part of the role.

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.
• 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.
• Must be proficient in word processing and current spreadsheet software.

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.
• Ensure Credit Union policies and procedures are adhered to.
• Assist 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.
• Assist 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.

Benefits

• Yes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED