Apply on Employer Site

People's Credit Union · 2 months ago

Member Service Representative I

South Kingstown, RI, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

People’s Credit Union is built on the belief that members and employees should feel a sense of belonging. The Member Service Representative I role focuses on delivering exceptional service to members through transactions, account management, and fostering member relationships.

BankingCommunitiesFinancial Services

Responsibilities

Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines

Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities

Provides account servicing and maintenance

Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution

Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security

Contributes to daily operations of a branch and end of day branch balancing

Assists in the daily procedural balancing of Automated Teller Machines (ATMs)

Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s)

Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services

Ensures members are aware of all channels through education and in branch demonstration

Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team

Qualification

Customer service experienceCash handlingBasic math skillsOral communicationDependabilityLearning agilityActive listeningTeam playerInitiative

Required

High School diploma or equivalent

At least six months cash handling and customer service experience

Good oral communication skills

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

Must be able to use basic math skills and spell accurately up to a high school graduate level

Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions

Balances processed transactions within balancing guidelines

Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities

Provides account servicing and maintenance

Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution

Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security

Contributes to daily operations of a branch and end of day branch balancing

Assists in the daily procedural balancing of Automated Teller Machines (ATMs)

Demonstrates a solid working knowledge of Credit Union products and services

Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s)

Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services

Ensures members are aware of all channels through education and in branch demonstration

Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team

Individuals effective at this competency are able to take effective action without being directed

They seek out guidance when needed so they are able to achieve goals

They make things happen

Individuals effective at this competency are curious and are constantly seeking the 'why' behind everything

They enjoy obtaining new information and seek it out

They can effectively apply new knowledge and inspire others to do the same

Individuals effective at this competency identify with the larger organizational team and their role within it

They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals

Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work

They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals

Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking

They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying

When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated

Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion

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

Ability to operate standard office equipment (i.e. telephone, calculator, copier)

Must be able to work additional 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 area with minimal noise

Benefits

Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP

401(k) and Roth plan with a competitive employer match

Robust Wellness Program

Employee Recognition Program

Fun, food, and events

Company

People's Credit Union

Every day since “The People’s Credit Union” began in 1922, we’ve been about “people helping people.” That means making meaningful connections with our members, so we can truly understand your needs.

Founded in 1922

Middletown, Rhode Island, USA

51-200 employees