Part Time Teller/Member Services Representative (Santa Ana)
About The Position
The Member Service Representative (MSR) works in a branch and provides exceptional service through face-to-face interactions and assistance with financial transactions, including deposits, withdrawals, payments, and related transactions. The role also responds to member questions and concerns and identifies opportunities to cross-sell Credit Union products and services. The position performs branch transactions and account servicing, maintains member files and cash drawers, supports sales goals and member relationships, responds to inquiries through multiple channels, and follows branch service standards and corporate initiatives. It also carries out operational duties in compliance with applicable laws, regulations, and Credit Union policies, and participates in staff development and required training. Work is performed in a general office environment and does not require significant physical effort. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The stated schedule is Monday through Thursday, 9:00 a.m.–5:00 p.m.; Friday, 9:00 a.m.–6:00 p.m.; and rotating Saturdays, 9:00 a.m.–2:00 p.m.
Requirements
- High school diploma or GED.
- One year of previous customer service, sales, and cash-handling experience in retail, banking, or food service.
- Excellent customer service skills.
- Ability to work in a fast-paced environment.
- High degree of accuracy.
- Strong communication skills and effective problem-solving skills.
- Ability to work well in a team-oriented environment.
Nice To Haves
- Background in sales and new accounts is highly desirable.
Responsibilities
- Provide timely and courteous service to branch members and assist with deposits, withdrawals, transfers, negotiable instruments, and other financial transactions.
- Process transactions efficiently and accurately, including servicing or closing accounts and completing related documentation.
- Perform file maintenance, including address changes, check orders, and ATM card orders.
- Identify opportunities to cross-sell Credit Union products and services and refer members to appropriate business partners to support unit sales goals.
- Maintain the cash drawer within assigned limits and applicable policies, balance daily work, and potentially assist with daily branch balancing.
- Complete related documents accurately and maintain thorough knowledge of Credit Union products and services, including deposit and loan products and digital and self-service options.
- Respond to member inquiries accurately and promptly by telephone, mail, email, or internal referral.
- Develop, expand, and retain member relationships to increase member satisfaction.
- Follow Branch Service Level Standards, service-level agreements, and corporate initiatives.
- Participate in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings.
- Perform operational activities in compliance with applicable laws, regulations, and Credit Union policies and procedures.
- Participate in assigned staff development programs supporting continuous improvement in sales, service, quality, and teamwork.
- Report to work on time as scheduled and complete assigned BAI trainings and classroom courses.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
