Service Representative

Uniwyo Federal Credit Union • Cheyenne, WY

7d

About The Position

The Service Representative assists credit union members with in-person service, financial transactions, account maintenance, and questions or concerns. The role promotes UniWyo products and services, identifies opportunities for referrals, and follows applicable credit union policies and procedures, including requirements related to Bank Secrecy and anti-money laundering. The position is full-time in Cheyenne, with a Monday-through-Friday schedule and occasional Saturday shifts. Starting pay is $18.59, DOE.

Requirements

• High school diploma or GED and one year of relevant accounting, banking, service, or closely related experience, or an equivalent combination of education and experience.
• Knowledge of applicable credit union rules, ordinances, codes, regulations, administrative orders, case law, and other governing requirements.
• Knowledge of credit union policies and procedures, file and records management, and customer service principles.
• Ability to assess and prioritize multiple tasks, projects, and demands.
• Ability to work within deadlines and complete projects and assignments.
• Ability to assess, analyze, and identify problems and recommend solutions.
• Ability to establish and maintain effective working relationships with coworkers, UniWyo employees, representatives from other credit unions, the public, and others doing business with UniWyo.
• Skill in operating a personal computer and a variety of software, operating systems, and applications.
• Proficiency in word processing and current spreadsheet software.
• May be required to move or transport items weighing up to 40 pounds, stand for extended periods, work outside the traditional schedule, and work around potential physical harm and infectious diseases.

Responsibilities

• Receive, respond to, and assist members visiting the credit union.
• Promote and sell products and services in person, and help develop new business by understanding products, services, rates, and parameters.
• Establish, maintain, and close financial savings accounts within established boundaries.
• Issue debit cards and prepaid cards.
• Perform member transactions, including accepting deposits and loan payments and assisting with withdrawals, cash advances, transfers, check cashing, and check withdrawals.
• Balance the assigned teller drawer daily.
• Help secure and monitor cash and money orders and protect the confidentiality of members’ information.
• Identify potential sales opportunities through member relationship management and generate the required threshold number of product and service referrals.
• Respond to members’ account-related requests, concerns, problems, and complaints; answer questions accurately and promptly.
• Communicate information to members, identify their needs, and direct them to appropriate departments.
• Perform correspondence-related work, compile and route information, prepare and maintain files, and enter data into electronic or manual recording systems.
• Respond to inquiries in writing, by phone, and in person.
• Assist the Branch Manager as required and help train new service representatives.
• Recommend changes to existing policies and procedures.
• Comply with Bank Secrecy and Anti-Money Laundering requirements, including monitoring for applicable illegal activity.
• Perform other duties as assigned or required.

Benefits

• Benefits are offered; specific benefits are not listed.

What This Job Offers

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