Part Time Teller/Member Services Representative (Downey)
About The Position
The Member Service Representative (MSR) is based in a branch and provides consistently exceptional service through face-to-face interactions. The role assists members with financial transactions, including deposits, withdrawals, payments, and related transactions; responds knowledgeably to member questions and concerns; and identifies opportunities to cross-sell products and services. The position also supports member relationships, branch service standards, sales goals, operational compliance, and ongoing staff development. Work is performed in a general office environment and does not require significant physical effort.
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.
- Availability for the stated schedule, including rotating Saturdays.
Nice To Haves
- A background in sales and new accounts is highly desirable.
Responsibilities
- Provide timely and courteous service to branch members and assist with deposits, withdrawals, transfers, and the sale or processing of negotiable instruments.
- Process member transactions accurately and efficiently, including account servicing and closing and completion of 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 a cash drawer within assigned limits and applicable procedures; balance daily work and assist with branch balancing when needed.
- Complete transaction-related documentation accurately.
- Maintain thorough knowledge of Credit Union products and services, including deposit and loan products, digital and self-service options, and other member services.
- Respond to member inquiries accurately and promptly by telephone, mail, email, or internal referral.
- Develop, expand, and retain member relationships to increase member satisfaction.
- Adhere to 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 required 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
