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Member Service Representative

Company: Colorado Credit Union
Location: Englewood
Posted on: January 14, 2019

Job Description:

Job DetailsLevel EntryJob Location Englewood - Englewood, COPosition Type Full TimeEducation Level High SchoolSalary Range UndisclosedTravel Percentage Up to 25%Job Shift DayJob Category FinanceDescription Colorado Credit Union is looking for a dynamic energetic individual to join our team. GENERAL PURPOSE

  • The Member Service Representative serves as the liaison between the member and the credit union. Responsible for providing account information, performing teller transactions in accordance with credit union policies and procedures, building rapport with members, and professionally responding to member inquiries. ESSENTIAL DUTIES AND RESPONSIBILITIES
    • Greet members in person and over the phone in a courteous and professional manner.
    • Anticipate and respond to members' needs and provide quality member service. Process transactions in a timely and accurate manner or refer to the appropriate staff member.
    • Process deposits received in person and by mail. Verify deposits for accuracy, examine checks for endorsement and negotiability.
    • Process loan and Visa payments received in person and by mail. Enter payments into system with 100% accuracy.
    • Process requests for check cashing, cash or check withdrawals made in person, by phone or by mail. Obtain proper identification for completion of withdrawal. Enter withdrawal into credit union records via on-line computer terminal. Obtain and verify signature(s) as required and disburse cash or check with 100% accuracy.
    • Process member requests for transfers made in person, by phone or by mail. Obtain proper identification for completion of transfer.
    • Process request for Money Orders, Stamps, Credit Union checks and other miscellaneous items. Collect funds including any fees.
    • Balance cash drawer daily in a timely and accurate manner and in accordance with the Cash Over-Short Policy.
    • Opening/Closing of branch
    • Posting, verifying and sending wire transfers.
    • Examine checks in accordance with the Hold Policy.
    • Scan checks for daily Federal Reserve deposit.
    • File and scan proper records as appropriate.
    • Adhere to "My Commitment to Member's" Standards
    • Respond and follow up daily to member inquiries to provide forms, resolve problems or answer questions in a timely manner.
    • Provide complete and accurate general information concerning credit union services, policies and procedures in person and by phone.
    • Assess member needs, and look for cues and opportunities to help members by recommending additional products, services, or referrals.
    • Meet individual sales goals, as well as participate in branch sales promotions.
    • Follow up on member orders/requests to ensure member confidence in credit union's efficiency.
    • Support promotions and strategies to meet credit union's goals.
    • Embraces product knowledge and soft skills training necessary to anticipate member needs, to help them achieve their financial goals.
    • Works as a team player to ensure the best possible member interaction
    • Attendance must be kept in accordance with CCU's standards and at no time affect member service or branch performance.
    • Perform other duties as needed or requested. Qualifications KNOWLEDGE, SKILL AND ABILITY
      • Accuracy in the handling of cash and recording daily transactions. Mental alertness, professional appearance, punctuality and a cooperative attitude. Ability to tactfully question and actively listen to members and employees to determine specific needs and answer those needs. Communicate clearly and concisely in verbal and written form. Knowledge of and ability to apply effective member service and proper phone etiquette skills. Ability to perform basic mathematical calculations such as adding, subtracting, multiplying and dividing. Develop well rounded knowledge of all departments; know how and to whom to refer members, as needed EDUCATION OR FORMAL TRAINING
        • High school diploma or equivalent. or equivalent training/experience.

          Keywords: Colorado Credit Union, Denver , Member Service Representative, Sales , Englewood, Colorado

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