Member Services Representative
- Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service;
- Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures;
- Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone;
- Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance;
- Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail;
- Develop good relationships with PSFCU vendors;
- Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events;
- As per PSFCU Policy and Procedures perform routine transactions, including but not limited to:
- opening/closing accounts and shares;
- accepting wire transfer requests-domestic and international;
- performing change of address, issuing temporary checks;
- performing Harland Clarke share drafts orders;
- processing ATM card and Debit card requests;
- handling and processing IRA accounts;
- handling and processing Share Certificates of Deposits;
- handling and processing Club accounts;
- direct deposit of Social Security and payroll checks to members accounts;
- processing lost passbook requests;
- performing Chex Systems checks;
- set up and provide access to On-Line Banking, Mobile Banking
- Service existing accounts; set up new accounts files and provide members with all necessary information and assistance;
- Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need;
- Assist members in the completion of the loan application (real estate loans excluded) and all associated forms;
- Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application;
- Notify members by phone or mail that their checkbooks are ready for pickup at the branch;
- Conduct orientation interview on Credit Union services and programs with each new Credit Union member;
- Effectively offer Credit Union products and services through the practice of established sales and service techniques;
- Post dividends prior to the end of the month for all closed member accounts;
- Perform all functions of Teller when business needs dictate;
- Maintain extensive knowledge of all products and services;
- Monitor changes in interest rates and effectively communicate pricing to members
- Maintain superior knowledge and full understanding of consumer loan products;
- Act as a Safe Deposit Box Attendant, responsible for handling box rentals, providing access to the vault area and related functions;
- Perform other duties or responsibilities as
- Effectively cross-sell PSFCU products and services in order to achieve Branch Goals as per the Branch Goals Incentive
- Travel to and cover at other branches if necessary and
- Perform all Quick Assist functions;
- Processing POA;
- Processing Stop payment;
- And other functions as needed and delegated by the Branch Manager.
- Receive checks and cash for deposit and/or loan payments, pursuant to established policies and procedures;
- Cash checks and pay out money pursuant to established policies and procedures;
- Handle requests from members for transfers of shares for loan payments, share withdrawals, check requests, line of credit advances, and any other request received from members;
- Issue official checks, certified checks;
- Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data in the computer system and appropriate reports;
- Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances; encoding and scanning of checks;
- Complete Currency Transactions Reports (CTR);
- Continuously offer Credit Union products and services through the practice of established sales and service techniques;
- Sign for and accept money from the courier, fine count all cash on the day of delivery.
- Disburse money to tellers and make sure they sign for all cash processed by head teller.
- Serve as vault teller performing vault sells and buys.
- Check cash in teller drawers periodically.
- Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances.
- Fill out vouchers for bills and total money orders.
- Collect all vouchers, etc., from tellers, close day and write up the change fund for the next day.
- Responsible for opening and closing the safe.
- Responsible for approving of the signing income tax checks.
- Follow established Credit Union Service Standards to provide superior customer service;
- Perform other duties or responsibilities as required or assigned;
- Process Visa Cash Advances pursuant to established policies and procedures;
- Process coin machine tickets;
- Foreign currency buy and sell transactions processing;
- Report counterfeit currency.
- 1-2 years of work experience;
- 1 year of experience as a Teller;
- Basic computer skills and knowledge of computer software programs;
- Ability to cross sell products;
- Fluency in spoken and written Polish and English
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