Job Description

• Seeking Local Candidates
• Work Schedule : Monday - Friday 9:30 a.m. - 6:30 p.m.
• Must work every other Saturday from 10:00 a.m. - 1:00 p.m. (will work half day during the week when having to work on a Saturday.
• Must pass credit check and background check.

Member Services Representative/Teller

We are seeking a dedicated and detail-oriented Member Services Representative to join our team. In this role, you will provide exceptional service to our members by assisting with a wide range of account, transaction, and product-related inquiries. You will play a key role in supporting daily operations, maintaining member satisfaction, and promoting financial wellness through our products and services.

Key Responsibilities:

Account Servicing

• Process deposits, withdrawals, loan payments, and cash advances
• Sell money orders, corporate, and cashier’s checks
• Open and close share accounts; re-order checks, stop payments, and debit card reissuance
• Assist with inquiries related to account balances, transaction history, and general questions
• Review account information for holds, restrictions, and fund availability
• Process bank wires, Western Union requests, and internal transfers
• Update member records including name, address, and contact information
• Provide notary services (if commissioned)
• Ensure compliance with the Bank Secrecy Act and Customer Identification Program

Product & Service Education

• Screen membership applications and determine eligibility
• Identify member financial needs and recommend appropriate products and services
• Educate and assist members with online and electronic services (ATM, online banking, bill pay)
• Provide guidance on IRA products and process transactions

Problem Resolution & Fraud Monitoring

• Investigate account issues and initiate corrective actions or exception requests
• Assist members with ATM disputes and suspected fraudulent activity
• Collect delinquent or over-limit amounts and escalate unresolved cases to collections
• Stay alert to signs of fraud or abuse and notify appropriate personnel

Cash Handling & Teller Support

• Maintain security of cash and negotiable instruments
• Reconcile cash drawers and assist with ATM/TCD/TCR replenishment
• Support money deliveries and process negotiable items accurately
• Follow established cash handling and reporting procedures

Lending & Referrals

• Promote lending products and services including loans, credit cards, and mortgages
• Refer members to appropriate team members for lending and mortgage services

Branch & Community Support

• May assist with opening/closing branch procedures and vault management
• May represent the credit union at community events and outreach programs
• Meet or exceed monthly sales and service quality goals

Qualifications:

• Strong knowledge of financial products and services, or the ability to learn quickly
• Excellent customer service and interpersonal skills
• Ability to manage member concerns with professionalism and diplomacy
• Strong computer skills, including MS Office and basic internet tools
• Effective written and verbal communication skills
• Basic math skills for handling cash transactions and financial calculations
• Detail-oriented with a focus on accuracy and quality
• Ability to work efficiently, follow procedures, and meet productivity standards
• Reliable and punctual with a consistent work schedule

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