Universal Member Services Representative

1st Advantage Federal Credit Union • Williamsburg, VA

83d

About The Position

1st Advantage Federal Credit Union is currently seeking a full time Universal Member Services Representative to support our busy New Town Branch. Scheduled hours will be 40 hours per week between the hours of 8:00 a.m. to 5:45 p.m. Monday through Friday and rotating Saturdays (twice a month) 8:00 a.m. - 12:30 p.m. The Universal Member Services Representative role is responsible for performing a broad variety of member service functions such as opening/closing accounts, sales referrals, and handling member servicing issues. This position will also support the teller line functions through assisting members with their financial transactions involving paying and receiving, handling of negotiable instruments and appropriate cash management. This dual role will support the sales initiatives of the branch by offering credit union products and service, cross-selling, and referring loans and business partner services accordingly. Provides assistance in various areas of branch/retail operations as needed.

Requirements

• One year of similar or related experience.
• A high school education or GED.
• Excellent organizational skills and attention to detail.
• Basic knowledge of credit union systems, products, and services.
• Familiarity with positions related laws and regulations to include Reg CC, Truth in Savings, Truth in Lending, CIP, Bank Secrecy Act, and the Patriots act.
• Excellent written and oral communication skills with proficiency in Word, Outlook, and Excel.

Responsibilities

• Opens new accounts to include all checking, savings, certificates, trusts, business, and organizational accounts, confirming all proper documentation is used for account opening.
• Provide information to current, new, or potential members concerning membership eligibility, types of accounts, loan products, services, and member benefits.
• Receives and processes member financial transactions, including deposits, withdrawals, transfers, payments, issuing money orders, cashier's checks, gift cards and handles basic account inquiries.
• Responsible for maintaining, enhancing, current and potential membership.
• Maintain a comprehensive knowledge of Bank Secrecy Act and Patriots Act.
• Proactively demonstrate the 1st Advantage FCU core values of integrity, trustworthiness, teamwork and excellence for all members and colleagues.
• Perform other job-related duties as assigned to include Teller functions.

Benefits

• Dollar-for-dollar matching 401(k) plan to 4% of earnings.
• Choice of three medical plans.
• Flexible Spending Accounts.
• Health Savings Accounts.
• Choice of two Dental plans.
• Vision.
• Basic Life & AD/D Insurance - no cost.
• Optional additional life insurance for colleagues, spouses, and children.
• Long-term Disability Insurance - no cost.
• Short-term Disability Insurance - no cost.
• Employee Assistance Program - no cost.
• Critical Illness, Accident, and Hospital Indemnity Plans.
• Generous paid time off accrual program.
• 11 Paid holidays.
• Pre-paid legal services.
• Pet Insurance.
• Discounts on consumer loans and mortgages, increases on savings products, and much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 101-250 employees