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P1FCU · 3 weeks ago

Member Service Representative 1 - Meridian

P1FCU Meridian - Meridian, ID 83642

Full-time

Onsite

Entry Level

1+ years exp

P1FCU is a credit union based in Meridian, and they are seeking a Member Service Representative to assist members with their financial transactions. The role involves performing teller functions, resolving member inquiries, and maintaining accurate records while providing excellent customer service.

Financial Services

Responsibilities

Assumes responsibility for the efficient, effective and accurate performance of teller functions by representing the Credit Union in a courteous and professional manner

Receives share deposits and loan payments

Disburses cash or check withdrawals

Processes cash advances, travelers' checks, cashiers' checks, money orders and wire transfers

Verifies transactions

Monitors deposit amounts and examines documents for endorsement and negotiability

Detects and resolves discrepancies promptly

Balances daily transactions and verifies cash totals

Investigates and resolves out-of-balance conditions

Assures that appropriate records are maintained and required reports are prepared

Answers questions and solves problems for members by listening to problems, collecting data, securing answers and reporting results to the inquiring party

Resolves member bookkeeping and checking account problems

Take stop payment orders

Orders checks for members' accounts

Completes appropriate forms for member's needs

Acts as liaison between members and various organizations and departments

Keeps supervisor informed of area activities of any significant problems or concerns

Maintains member account information on computer system and ensures privacy of member account information

Performs file maintenance and account changes as needed

Performs other duties as assigned: including but not limited to drive-up service and night drop functions as assigned

Ensures that work area is clean, secure and well maintained

Performs related clerical duties and attends meetings as required

Qualification

Customer ServiceExcelWordTypingInterpersonal Skills

Required

Under one year of similar or preparatory experience

A high school degree or equivalent

Must be familiar with various computer software programs and comfortable with automated technology

Must be able to type, use PC, general office equipment including ten-key calculator and excellent in Excel and Word programs

Excellent organizational and editing skills

Communication skills with vendors, staff, members, and general public

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs

Must be capable of climbing/descending stairs in emergency situation

Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary

Must be able to work extended hours whenever required or requested by management

Must be capable of regular, reliable and timely attendance

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise

Must be able to perform job functions independently and with limited supervision

Must work effectively as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be able to perform basic financial calculations with accuracy

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization

Must demonstrate highest levels of customer service and discretion when dealing with the public

Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace

Must be capable of exercising highest level of discretion on confidential matters