Univ Mem Service Rep I
About The Position
Summary/objective Assist and maintain member relationships through exceptional member service by performing advanced account maintenance and financial transactions. This position serves a critical role by providing exceptional service to credit union members, non-members, employees, and service providers. Essential functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Accurately process all member and non-member transactions Research Member questions, problems, and complaints and respond with accurate information. Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations Assist with advanced account maintenance and problem solving for members and non-members Process and create/order Debit cards for members along with assisting with debit card disputes and fraud Process stop payments, print statements and histories for members. Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members Assist employees with problem solving and questions Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler Cross-sell IMCU products and services
Requirements
- 6-12 months of credit union or financial institution experience
- High school diploma, GED, or equivalent
- Completion of Teller Supervisor and Basics of Products and services training with IMCU
- Ability to multi-task and exhibit patience in stressful situations
- Completed satisfactory all in-house training
- Exceptional interpersonal and communication skills
- Attention to detail, maintain adaptability, flexibility and organizational skills
- Skilled in use of core system, Evolve, Synapsys, etc.
Responsibilities
- Accurately process all member and non-member transactions
- Research Member questions, problems, and complaints and respond with accurate information.
- Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
- Assist with advanced account maintenance and problem solving for members and non-members
- Process and create/order Debit cards for members along with assisting with debit card disputes and fraud
- Process stop payments, print statements and histories for members.
- Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members
- Assist employees with problem solving and questions
- Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor
- Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler
- Cross-sell IMCU products and services
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
