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7 17 Credit Union · 1 month ago

MEMBER SERVICE REPRESENTATIVE FLOAT

Kent, OH, USA

Full-time

Onsite

New Grad, Entry Level

7 17 Credit Union is dedicated to helping people improve their financial lives and supporting their communities. The Member Service Representative Float is responsible for building positive relationships with members by providing accurate and friendly service, educating them on Credit Union services, and maintaining high accuracy in handling transactions.

BankingCreditFinancial ServicesLending

Responsibilities

Maintains high accuracy in handling of all transactions and assigned duties, especially those dealing with cash and members' accounts. Remain compliant with credit union check handling policies

Maintains referral/sales goals such as deposits, loans and other services at the acceptable level as determined by the credit union

Greets member with a smile and refers to the member by name as appropriate while conducting transactions in order to maintain service goals at the acceptable level as determined by the credit union

Receives members at assigned station and determines the nature of the members' business. Handles numerous personal and business account transactions including but not limited to: Savings Bond and redemption for both members and non-members, Visa Cash Advances for members and non-members

Handles ATM processes such as card issuance, qualification, and lost and stolen cards

Handles applications for new remote delivery products; resolves or reports service failures pertaining to existing services

Closes accounts using credit union defined procedures

Receives and processes transfer requests including payroll setups and allocations, ACH Origination and Loan Payments

Processes account maintenance requests such as name and address changes, changes of ownership and adding of club and money market accounts, using required identification, verification and screening procedures

Receives share and IRA deposits loan payments in person or by mail; prepares proper receipt

Processes cash and check withdrawals and processes transfers between accounts

Handles member reported fraud claims pertaining to stolen or lost ATM cards, ACH transactions and check forgery

Opens and closes the computer terminal and accounts for assigned cash and transactions and balances to the terminal close report on a daily basis; remits receipts to Payments Solutions

Maintains overall knowledge of the resources and services of the Credit Union as front-line first contact with members

Qualification

Customer service skillsCash handling accuracyWindows proficiencyProblem solvingInterpersonal communicationsProfessionalismTeam player attitudeTime managementAttention to detail

Required

High school diploma or equivalent

Accuracy in the handling of cash and recording daily transactions

The ability to properly receive members, either by telephone or in person

Mental alertness

Neatness in appearance

Punctuality

A cooperative attitude in relations with members and other employees

Must be proficient in the use of a calculator

Must be available for additional training in branch operations and Seven Seventeen Credit Union's services

Customer service attitude and skills

Team player attitude, commitment, patience, enthusiasm, creativity, listening, comprehension, initiative, cooperation, attention to detail, resourcefulness

Professionalism to include: Confidence, good judgment, appropriate demeanor and appearance; ability to interact with employees and members

Skills to include: Problem solving, decision making, time management, interpersonal communications, organization

Understands the effects of member requests as they relate to individual accounts and takes appropriate actions to complete such requests

Conversant in alternatives to steer the member to the correct department in the Credit Union that has the knowledge or expertise desired by the concerned member

Proven ability to perform proficiently in a Windows based environment

Bondable

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job

While performing the duties of this job, the employee is regularly required to: stand, walk, sit, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, talk or hear, taste or smell

This job regularly requires the employee to lift 1 to 10 pounds 5 times per day

Specific vision abilities required by this job include: close vision, distance vision, color vision, peripheral vision, depth perception, the ability to adjust and focus