Service Representative

Uniwyo Federal Credit Union • Casper, WY

1d • Onsite

About The Position

The Service Representative assists members visiting the credit union, responds to their requests and concerns, and promotes and sells UniWyo products and services. The role establishes, maintains, and closes savings accounts within established boundaries; issues debit and prepaid cards; and performs a range of member and teller transactions, including deposits, loan payments, withdrawals, cash advances, transfers, and check cashing. The representative balances an assigned teller drawer daily and helps safeguard cash, money orders, and confidential member information.

The position supports business development by maintaining knowledge of products, services, rates, and parameters; identifying potential sales opportunities; and generating a threshold number of product and service referrals. It communicates with members, answers questions, routes members to appropriate departments, and handles correspondence, records, files, and data entry. The representative may assist the Branch Manager, train new service representatives, recommend policy and procedure changes, and comply with Bank Secrecy and Anti-Money Laundering requirements. Other duties may be assigned or required.

This is a full-time, non-exempt position at the Landmark Branch in Casper. The schedule is Monday through Friday, with occasional Saturday shifts. Starting pay is $18.59, DOE. Benefits are offered.

Requirements

• High school diploma or GED and one year of relevant accounting, banking, service, or closely related experience, or an equivalent combination of experience and/or education.
• Proficiency in word processing and current spreadsheet software.
• 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, file and records management principles, and customer service principles.
• Ability to assess and prioritize multiple tasks, projects, and demands.
• Ability to work within deadlines to complete projects and assignments.
• Ability to assess, analyze, and identify problems and recommend solutions.
• Ability to establish and maintain effective working relationships with coworkers, other UniWyo employees, representatives from other credit unions, the public, and others doing business with UniWyo.
• Skill operating a personal computer with a variety of software, operating systems, and applications.
• 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.
• May be required to work outside the traditional work schedule and stand for extended periods.

Responsibilities

• Receive, respond to, and assist members visiting the credit union.
• Promote and sell products and services in person.
• Establish, maintain, and close financial savings accounts within established boundaries.
• Issue debit cards and prepaid cards.
• Promote UniWyo products and services and assist with developing new business by knowing products, services, rates, and parameters.
• Perform member transactions, including accepting deposits and loan payments and assisting with withdrawals, cash advances, transfers, check cashing, and check withdrawals.
• Balance an assigned teller drawer daily.
• Assist with the security and monitoring of cash and money orders and protect the confidentiality of member information.
• Identify potential sales opportunities through member relationship management and generate a threshold number of product and service referrals.
• Respond to member requests, concerns, problems, and complaints regarding their accounts.
• Communicate information to members, identify their needs, and direct them to appropriate departments.
• Answer member questions accurately, concisely, and in a timely manner.
• Perform correspondence-related functions, compile information, and route it to appropriate departments.
• Prepare, update, and maintain files and 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 training new service representatives.
• Recommend changes to existing policies and procedures.
• Comply with Bank Secrecy and Anti-Money Laundering Acts, including monitoring for illegal activity as applicable to the position.
• Perform other duties as assigned or required.

Benefits

• Benefits offered; specific benefits are not listed.

What This Job Offers

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