Member Service Representative II - Floater

Various Branches

Major Responsibilities

Serve as a liaison between the member and the branch. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Provide a variety of transaction services to members including opening new accounts, loan processing, closing, and disbursal.

Specific Responsibilities

  • Travel to all branches and provide coverage
  • Greet and welcome members and visitors to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
  • Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
  • Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
  • May handle more complex questions and problems for other Member Service Representatives.
  • Responsible for managing and balancing cash drawer.
  • Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
  • Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account. Actively cross-sell products.
  • Responsible for lending basics. Process, close, and disburse loans.
  • Proficient at all Member Services I duties.
  • Responsible to comply with laws and regulations including but not limited to the Bank Secrecy Act.
  • Accepts empowerment and exercises independent decision making skills.
  • Performs other duties as necessary or as directed.

Job Specifications

  • High School graduate.
  • 2 years of Member Service I experience or equivalent teller experience.
  • Excellent communication and customer service skills.
  • Ability to work independently and in a team environment.
  • Professional mannerisms and appearance.
  • Able to travel to all branches.
  • Computer skills.
  • Working knowledge of the credit union regulations, history and philosophy, the by-laws, the organizational system, and operational procedures.

Please email your resume to: moshea@cfpcu.org

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