Teller/Member Service Representative I
About The Position
The Teller/Member Service Representative I combines teller and member service representative responsibilities. Using Rogue Credit Union’s Service Promises, the role builds long-term member relationships by accurately processing financial transactions and identifying members’ financial needs. The employee recommends relevant products and services, opens accounts, guides members through consumer loan applications, and assists with other member needs. The position is part of the Member Relations department and reports to the Branch Manager. It is classified as non-exempt. The work includes maintaining member confidentiality, preparing account and loan documents, balancing a cash drawer, responding to member questions and concerns, and collaborating with other departments and branches. The position may involve branch opening and closing duties, occasional overtime, Saturday work, a rotating flexible schedule, and travel to other Rogue Credit Union regions. The work environment may include exposure to potentially hazardous conditions such as robbery. Rogue Credit Union is a member-owned, not-for-profit financial cooperative serving members in select counties in Oregon, California, and Idaho. It describes its mission as providing exceptional member experiences and building mutually beneficial relationships.
Requirements
- One to three years of similar or related experience.
- High school education or GED.
- Excellent verbal, written, and listening communication skills.
- Needs-based sales and referral ability.
- Good organizational and time-management skills, including the ability to work under occasional pressure.
- Attention to detail and quality.
- Ability to work well as part of a team.
- Strong computer and 10-key calculator skills.
- Courtesy, tact, and diplomacy in interactions with others.
- Some lifting, up to 30 pounds; continuous sitting; occasional standing and walking; finger dexterity while using a computer; occasional talking and hearing in person and by telephone; continuous clear vision at 20 inches or less and at 20 feet or more.
- Ability to work Saturdays and a rotating, flexible schedule; occasional overtime may be required.
- Ability to travel to other Rogue Credit Union regions may be required.
- Must complete a drug screening test within 48 hours of an employment offer.
Responsibilities
- Assist members with membership and account needs, including deposits, withdrawals, loan payments, money orders, travelers’ checks, and transfers.
- Process closed accounts and account maintenance; open memberships, certificates, IRAs, trust accounts, consumer loans, and other accounts.
- Maintain and balance the cash drawer and daily transactions accurately.
- Promote a needs-based sales culture by recommending and cross-selling credit union products and services that fit members’ needs.
- Interview members to determine their needs and open appropriate deposit and savings accounts, certificates, IRAs, and trust accounts.
- Take consumer loan applications and coordinate with support departments to serve members.
- Prepare related files and member documents while maintaining confidentiality.
- Respond promptly to member requests, questions, and concerns and find appropriate solutions.
- Collaborate with and assist other departments and branches to maintain service across the credit union.
- Perform other duties as needed or assigned, including specific branch opening and closing duties.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
