Service Representative
Uniwyo Federal Credit Union•Laramie, WY
•Onsite
About The Position
The Service Representative role involves assisting credit union members with various financial transactions and promoting credit union products and services. This position requires a strong understanding of credit union policies, procedures, and a commitment to excellent customer service. The representative will be responsible for handling daily transactions, maintaining account information, identifying sales opportunities, and ensuring compliance with relevant regulations.
Requirements
- A high school diploma or GED.
- 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.
- Proficiency in word processing and current spreadsheet software.
Nice To Haves
- 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.
Responsibilities
- Receive, respond to, and assist members visiting the credit union.
- Promote and sell products and services in person.
- Establish, maintain, and close a variety of financial savings accounts.
- Issue debit cards and pre-paid cards.
- Enthusiastically promote 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.
- Perform a variety of member transactions, including accepting deposits and loan payments.
- Assist members with withdrawals, cash advances, transfers, check cashing, and check withdrawals.
- Balance assigned teller drawer on a daily basis.
- Assist with the security and monitoring of cash, money orders, and confidentiality of members’ information.
- Understand member relationship management for identifying potential sales opportunities for referral to the sales team.
- Generate a threshold number of product and service referrals.
- Respond to member’s requests, concerns, problems, and complaints regarding their accounts.
- Communicate and convey information to members.
- Identify member’s needs and direct them to appropriate departments.
- Respond to member’s questions in a timely, accurate, and concise manner.
- Perform correspondence-related functions.
- Compile information and route to appropriate departments.
- Prepare, update, and maintain files.
- Enter data into electronic and/or manual recording systems.
- Assist the Branch Manager as required.
- Respond to inquiries made in writing, by phone, and/or in person.
- Assist with the training of new service representatives.
- Recommend changes to existing policies and procedures.
- Ensure compliance with the Bank Secrecy and Anti Money Laundering Acts, including monitoring for illegal activity as it applies to this position.
- Perform other duties as assigned or required.
Benefits
- Reasonable accommodations may be available for applicants needing them.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
