Member Service Associate 1 jobs in United States
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Levo Credit Union · 9 hours ago

Member Service Associate 1

Levo Credit Union is seeking a Member Service Associate 1 to assist with financial transactions and provide exceptional customer service. The role involves receiving and paying out money, maintaining records, and promoting products and services to benefit members.

CreditCredit CardsFinancial Services

Responsibilities

Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly
Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements
Cash checks and complete withdrawals and pays out money after verification of signatures and member balances
Enter members’ transactions into computer to record transactions and issue computer generated receipts
Place holds on accounts for uncollected funds
Order daily supply of cash, and count incoming cash
Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen
Explain, promote and sell products or services that will benefit the member
Research and resolve member inquiries
Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary
Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.)
Use CDM/Recyclers to assist members in transactions

Qualification

Cash handlingCustomer serviceComputer proficiencySales skillsDependabilityPlanning & OrganizationQuality focusTeamworkAdaptabilityCommunication

Required

Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments
Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively
Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation
Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings
Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests
Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality
Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner
Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections

Company

Levo Credit Union

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Levo Credit Union offers financial assistance for individuals through credit provisions, mortgage, credit card, and merchant services.

Funding

Current Stage
Growth Stage

Leadership Team

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Fran Sommerfeld
President/CEO
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Company data provided by crunchbase