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Notre Dame Federal Credit Union · 14 hours ago

Member Service Representative Float I

Granger, IN

Contract

Onsite

Entry Level

1+ years exp

Notre Dame Federal Credit Union is a national financial institution that has been serving members since 1941. The Member Service Representative Float I position involves meeting the financial needs of members, servicing accounts, and promoting Credit Union products while ensuring excellent service at all times.

BankingFinanceFinancial ServicesImpact InvestingInsurance

Responsibilities

Actively profiles new and current members and cross-sells appropriate products and services to meet member’s needs

Responds to member inquiries regarding the operation of depository and loan accounts, access to services, adding or reducing service features on various accounts, and assisting members to make the most effective use of service offerings

Processes a variety of transactions for members including processing loan applications and documents, closing loans, answering questions, and researching the best option for member

Proactively obtains new memberships by servicing walk-in members, conducting outbound calls and scheduling pre-set appointments for lead-generating purposes

Operates computer to accurately post transactions, open, close and service accounts, process loan requests, access account information, and update member account information

Knowledgeable of branch opening and closing procedures and able to perform these duties as necessary

In accordance with prescribed Teller/MSA operations, Teller/MSA policies and procedures, the Member Service Representative may:

Accept deposits, perform withdrawals and transfers, cash checks and make loan payments

Sell Travelers checks, cashier’s checks, gift card and other products sold at the teller line

Perform Visa and MasterCard cash advances as well as Line of Credit and Equity loan advances

Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments

Accept current and prior year IRA deposits

Follow Credit Union policy when placing check holds and filing Currency Transaction Reports

Responsible for the daily balancing of cash drawer, daily checks, and traveler checks

Approve checks that are within your check authority limits

Verifies cash shipments as needed

Maintains and control inventory of traveler’s checks, gift cards, ATM cards, and cashier’s checks as needed

Maintains, balances and fills ATM machines as needed

Assists with monthly branch audit checklist and other reports and audits as needed

Promotes a favorable image of, and goodwill for, the Credit Union in the community

Assist in filling in at all branches as needed to fill staffing voids. Will be responsible for reporting directly to their Branch Manager as well as the Branch Manager of the location they are presently staffing

Actively seeks and makes lending, investment, business, and mortgage referrals

Opens new memberships and services existing memberships and accounts

Meets established sales, balancing and member service goals

Upholds activities to successfully onboard new members and ensures timely strategic follow-up and communication

Qualification

Notary PublicNMLS RegistrationMicrosoft ExcelMicrosoft WordLending knowledgeCustomer serviceAnalytical abilitiesInterpersonal skillsAttention to detail

Required

Qualified applicants must possess a High School diploma or general education degree (GED)

One to three years' related experience, and demonstrated ability to function independently

Individuals must have the ability to read and comprehend simple instructions, short correspondence, and memos

Qualified individual must have the ability to read, analyze, and interpret general business correspondence, and technical procedures, or governmental regulations

Such person must be able to write error free correspondence

Such persons should be able to effectively present information in one-on-one and/or small group situations to: members, potential members and other partners of the organization

Must be able to professionally communicate with members and coworkers, as excellent interpersonal and communications skills are required

This position will require the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages

The ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals is essential

A qualified person must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

This position will require an individual to possess proficiency in Microsoft Excel and Word

A qualified candidate must be able to use the Credit Union's computer system for input/output transactions and general e-mail correspondence

This would include inquiry to memberships and being able to operate standard office equipment and tools, such as personal computer, calculator, fax machine, telephone, photocopier, and scanner

Attention to detail and strong analytical abilities are important

A strong understanding of lending is beneficial

Proficiency and experience in all member online access channels is required

Qualified candidate must also have a familiarity with the differences in products and services offered by other financial institutions in comparison to those offered by Notre Dame FCU

The partner is regularly required to use hands to finger, handle or feel objects, tools, or controls and talk and hear

The partner frequently is required to walk and sit

The partner is occasionally required to stand, reach with hands and arms and stoop, kneel, crouch or crawl

Specific vision abilities required by this job include close vision, peripheral vision, and the ability to adjust focus

The partner must occasionally lift and/or move up to 50 pounds

The partner is frequently required to use alertness, precision, resourcefulness, problem solving, numeric, persuasiveness, auditory perception, memory, creativity, concentration, judgment, writing ability, reading ability, reasoning, imagination, initiative, patience, visual perception, comparing and analyzing

Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies

This position requires maintaining confidentiality with regard to non-public information about our members and Notre Dame Federal Credit Union