Posted: 02/08/2023

Serves as the primary contact of our organization to serve member requests related to their daily financial needs. This position is a peak position so less than 20 hours per week (including a Saturday morning rotation) Monday through Friday hours are mostly afternoon.

Member Service Representative I

  • Perform Member Service Representative duties including but not limited to handling currency, basic deposits, withdrawals and payments, issuance of negotiable instruments and cash advances.
  • Adheres to all balancing, cash, check-cashing and related policies or procedures.
  • Executes check negotiation procedures to ensure foreign and onus checks are processed for payment
  • Performs inquiries and generates statements for members to assist with financial information questions
  • Complies with Bank Secrecy Act legislation and requirements
  • Demonstrates a helpful, polite, friendly attitude along with providing exceptional member service.
  • Educates members on products, services, fees and policies regarding their financial information.
  • Maintains the integrity of our confidentiality policy at all times including maintaining a neat work area so confidential information is not compromised.
  • Works with others in their department to maintain, organize and revise member financial information.
  • Properly enter information into the computer program(s) regarding transactions, holds, statements, account updates, order requests and other related transactions.
  • Maintain an expansive, up-to-date knowledge of products, services, fee and regulations to accurately and efficiently assist members and co-workers.