Teller/Member Service Representative I

Rogue Credit Union•New Plymouth, ID

About The Position

This position combines teller and member service representative duties. Using Rogue Credit Union’s Service Promises, the employee builds long-term member relationships by promptly and accurately processing financial transactions, identifying members’ financial needs, recommending suitable products and services, opening accounts, guiding members through loan applications, and assisting with other member needs. The position also supports branch opening and closing duties and may assist across departments or branches to maintain service standards. Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in southern Oregon and serving members in select counties in Oregon, California, and Idaho. The organization describes its mission as providing exceptional member experiences and emphasizes a supportive workplace where team members can grow their careers. This is a non-exempt position in the Member Relations department and reports to the Branch Manager. The work involves regular personal contact with members and colleagues, a normal workday with occasional overtime, Saturday work, and a rotating flexible schedule. Travel to other Rogue Credit Union regions may be required. The role may involve exposure to potentially hazardous conditions, such as robbery. Some lifting, continuous sitting, occasional standing and walking, computer use, and in-person or telephone communication are required. A drug screening test is required within 48 hours of an employment offer.

Requirements

  • One to three years of similar or related experience.
  • High school education or GED.
  • Excellent verbal, written, and listening communication skills.
  • Ability to use needs-based sales and make referrals.
  • Good organizational and time-management skills, including the ability to work under occasional pressure.
  • Attention to detail and quality.
  • Ability to work as a team player.
  • Strong computer and 10-key calculator skills.
  • Ability to lift up to 30 pounds and meet the position’s stated physical requirements.
  • Availability to work Saturdays and a rotating, flexible schedule; occasional overtime may be required.
  • Ability to complete a drug screening test within 48 hours of an employment offer.

Responsibilities

  • Process member financial transactions, including deposits, withdrawals, loan payments, money orders, travelers’ checks, and transfers.
  • Open new memberships and accounts, including deposit and savings accounts, certificates, IRA and trust accounts, and consumer loans; perform account maintenance and process closed accounts.
  • Accurately maintain and balance the cash drawer and daily transactions.
  • Identify members’ financial needs and recommend appropriate credit union products and services through needs-based cross-selling.
  • Interview members, take consumer loan applications, and coordinate with support departments to serve members.
  • Prepare related files and member documents while maintaining member confidentiality.
  • Respond promptly to member requests, questions, and concerns and find appropriate solutions.
  • Collaborate with other departments and branches to maintain service across the credit union.
  • Assist with branch opening and closing duties and perform other duties as needed or assigned.
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