The Member Representative I plays a crucial role in the Credit Union by handling a wide range of teller and member service responsibilities.
Requirements
- Solves problems and provides thoughtful solutions to members’ financial and digital needs.
- Keeps up to date on Credit Union regulations, policies, and procedures.
- Performs related clerical duties accurately.
- Attends meetings and training as required.
- Understands and exhibits operational responsibilities in regards to systems and equipment in the branches.
- Opens, closes, and maintains accounts.
- Ensures required reports and records are accurate, complete, and timely.
- Maintains cash balances in drawers/vaults accurately.
- Performs Member Services functions efficiently, effectively, and accurately in accordance with established policies, standards, and security procedures.
- Ensures member questions or problems are courteously and promptly resolved.
- Onboards members to self-service options.
- Provides follow-up as needed.
- Ensures good business relations exist with members.
- Follows established Values Based service goals.
- Provides excellent communication.
- Works at other locations as needed.
- Identifies and cross-sells appropriate deposit, loan, and digital products by assessing members’ financial needs and offering suitable products.
- Meets individual and Credit Union goals on a consistent basis.
- Actively and professionally cross-sells Credit Union services.
- Maintains and projects the Credit Union's professional reputation.
- Maintains privacy of member account information.
- Ensures that the work area is clean, secure, and well-maintained.
- Appropriate assistance is provided to area staff as needed.
- The supervisor is appropriately informed of area activities and significant problems.
