Job description

Position Title: Member Service Representative (Teller)

Department: Branch Operations

Reports To: Member Experience Manager

Full Time Schedule: Shift can change depending on staffing and volume = approximately 8 hours per day between the hours of 8:30am – 5:30pm, Monday – Friday with a 30 min lunch, unless arrangements have been made. Rotating Saturdays from 8:45am – 1:15pm. 40 hours per week.

Job Summary:

As a Member Experience Specialist, you help create the highest level of member service by building lasting relationships with Credit Union members, and co-workers through an environment of Courtesy and Respect and helping each other succeed.

Major Duties and Essential Functions:

Serving our members with excellence and delivering great member service.

Process member transaction requests accurately and in an efficient manner.

Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution.

Responsible for performing a board array of support services received from telephone calls and other methods (postal and email) about the products and services offered by the Credit Union.

Updating account information for adding or removing account services.

Responsible to meet or exceed sales and service goals established by leadership.

Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA Patriot Act, etc.

Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.

Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union’s privacy policy.

Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items.

Specific knowledge, skills, and abilities required for this position:

Must be goal oriented.

Must be service-oriented.

Problem solving competence with a strong attention to detail.

Must be self-motivated to meet required sales goals.

Must have strong listening skills.

Must have strong written and verbal communication skills.

Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.

Must be a TEAM player and be able to work well in a group setting.

Physical Demands and Job Knowledge:

1. Ability to sit or stand for 4-8 hours within a given day while conducting member transactions.

2. Constantly uses fingers and hands when operating a computer and other office machinery, such as a ten-key number pad or calculator, copy machine and computer printer.

3. Ability to hear average or normal conversations and receive ordinary information through verbal communications.

4. Average, ordinary visual acuity necessary to prepare or inspect documents or products, operate a computer or other office machinery.

5. Lifts, transfers, or moves up to 25 lbs. of coins, teller drawers, equipment, supplies, or other material daily.

6. Occasionally moves about, push/pull, climb, stoop, kneel and/or ascend/descend stairs to gather or deliver documents, coin bags, or cash drawers; access or troubleshoot office machinery (copy machine, computer printer); meetings with co-workers; and/or perform related duties.

7. Occasional travel to attend Credit Union events or training and other business development activities.

Education: High School diploma

Experience: Minimum 1-2 years or more similar or related experience

Job Type: Full-time

Pay: $16.50 - $18.50 per hour

Benefits:

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Credit union membership
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Loan assistance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Volunteer time off

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekend availability

Ability to commute/relocate:

• Coppell, TX 75019: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Work Location: In person

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