MEMBER SERVICE REPRESENTATIVE
Company: Fire Police City County FCU
Location: Fort Wayne
Posted on: October 23, 2024
Job Description:
Description:Perform a wide range of transactional duties to
serve members by receiving or paying out funds with high accuracy.
Provide a variety of member savings, share draft/checking, and
credit account transactions, as well as member service such as
sales of money orders and cashier's checks. ESSENTIAL FUNCTIONS
- Greet and welcome members to the credit union in a courteous,
professional, and timely manner.
- Provide comprehensive, prompt, accurate, and efficient member
transactions.
- Receive share drafts/checks and cash for deposit to accounts,
verify amounts, examine share drafts/checks for proper endorsement,
and accurately enter deposits into comp0uter records.
- Process withdrawals from accounts and/or share draft/check
cashing, verify amounts, and enter withdrawals into system
accurately. Cash share drafts/checks from a variety of accounts
upon proper verification according to credit union policies and
procedures.
- Assist with mail or email transactions, when available.
- Place holds on accounts for uncollected funds.
- Issue cashier's checks, money orders, and CDs.
- Balance cash drawer at end of the shift and compare totaled
amount to computer-generated proof sheet. Research and resolve
discrepancies. Report any discrepancies to the supervisor as
necessary. May help other tellers research and resolve
discrepancies.
- Ensure that the teller station is properly stocked with forms,
supplies, brochures, etc.
- Maintain an up-to-date and comprehensive knowledge on all
credit union products and services that are handled or promoted by
tellers. Maintain an up-to-date and comprehensive knowledge on all
related policies and procedures, rules and regulations for the
teller area, including robbery procedures.
- Cross-sell credit union services such as safe deposit boxes,
prepaid cards, debit cards, credit cards, on-line banking, or other
promotional products where available.
- Receive mortgage, consumer loan, and other payments and ensure
the payments match balances due. Enter payments into the
computer.
- Report malfunctions of teller terminals and other equipment
used at the teller station to supervisor.
- Count, check, and package coins and currency.
- Open new accounts and service existing accounts. Set up new
account files, and provide members with all necessary information
for membership.
- Other duties as assigned by President/CEO or Executive
Management.Requirements:COMPETENCIES/SKILLS
- Ethical Conduct
- Decision Making
- Excellent Oral and Written Communication
- Member Focus
- Promoting Skills REQUIREMENTS/QUALIFICATIONS
- High School Diploma or Equivalent
- Customer Service Experience Preferred PHYSICAL DEMANDS AND WORK
ENVIRONMENTThe physical demands described here are representative
of those that must be met by an employee to successfully perform
the essential functions of this position. Reasonable accommodations
may be made to enable individuals with disabilities to perform the
functions. This job operates in a clerical office setting. This
role routinely uses standard office equipment such as computers,
phone, photocopiers/scanners, filling cabinets, 10-key calculator,
and fax machines. The position requires manual dexterity, the
ability to lift files and open filing cabinets. The employee is
required to stand, walk, sit, reach with hands and arms; climb or
balance; and stoop, kneel, crouch, or crawl as necessary. The
employee must be able to occasionally lift and/or move up to 50
pounds. Specific vision abilities required by this position include
close vision, distance vision, color vision, peripheral vision, and
the ability to adjust focus. The noise level in the work
environment is usually moderate. OTHER DUTIESPlease note this job
description is not designed to cover or contain a comprehensive
list of activities, duties or responsibilities that are required of
the employee for this job. Duties, responsibilities and activities
may change at any time with or without notice.
PN20
PI15e7b600b944-37248-35857220
Keywords: Fire Police City County FCU, Fort Wayne , MEMBER SERVICE REPRESENTATIVE, Sales , Fort Wayne, Indiana
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