Member Experience Representative Senior in Wasilla, Alaska at Matanuska Valley Federal Credit Union

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* Seward Meridian Branch location ***
PURPOSE
Provides thorough and accurate member service through teller functions, new accounts, loan
services, and other related functions in accordance with the Credit Union’s established policies,
procedures, and core values. In order to achieve the objectives of the Credit Union, these
responsibilities shall be executed promptly, courteously and accurately.
FUNCTIONS
Responsible for member marketing of the Credit Union and a knowledge of all services
offered to a degree that will enable answering questions, cross-selling, or referring member
for specific services in a positive and professional manner.
Actively contribute to the success of the Credit Union by working positively within the
department and supporting achievement of organizational goals.
Responsible for processing all teller transactions related to member accounts. To include but
not limited to MO, Cashier’s checks, Shared Branching (if applicable), withdrawals, deposits,
transfers, loan payments (all types), printing and reading statements, charging appropriate
fees, and balance inquiries.
Responsible for opening all types of deposit accounts, including but not limited to, share,
share draft, individual retirement accounts (all types) HSA’s money market accounts and
certificates of deposits.
Responsible for processing check orders, ATM applications, VISA Debit Card applications,
payroll deductions, direct deposits, automatic transfers, research requests, wire transfers,
share draft stop payments, cashier’s check replacements, etc.
Assist members in person and on the phone with inquiries and requests including NADA book
values, performing Notary services, Signature Guarantee’s and vehicle inspections.
Responsible for the direct supervision of Member Experience Representatives in the absence
of the Office Manager, Office Supervisor, and/or Assistant Office Supervisor.
Responsible for the administration of our security and risk management activities for the
assigned office in in the absence of the Office Manager, Office Supervisor, and/or Assistant
Office Supervisor.
Assist the Office Supervisor in the maintenance of our facilities, equipment, and supplies
inventory. Assists with monthly and quarterly reports.
Must have thorough knowledge of all consumer loan products, including GAP and Debt
Cancellation and MBP products.
Interview loan applicants, assist members with applications, counseling on collateral,
procedure, policies and alternatives. Responsible for work up of loan applications including
credit, income, and employment verifications, etc.
Responsible for scheduling and performing loan closings, apprising applicants of all pertinent
loan data, including but not limited to, the disclosure of terms, payment amounts, dates,
methods of repayment, and insurance requirements.
Responsible for accurately maintaining change fund drawer, related checks and tickets,
document preparation, computer input, cash and check handling and balancing of same on a
daily basis. Responsible for recognizing and handling fraud suspicions with supervisors and
BSA.
Maintain familiarity with credit union policies and procedures contained in all manuals
pertinent to job duties to ensure compliance with state and federal regulations.
Perform other duties as assigned.
AUTHORITY
The incumbent is authorized to take any action to carry out the responsibilities assigned by the
Member Experience Office Manager so long as such action does not deviate from established policies
and represents sound business judgment; except for specific limitations placed on the incumbent’s
authority by specific assignments to other personnel.

PREREQUISITES FOR THE POSITION
Education: High school graduate or equivalent. Must have completed all training available
that relates to this job. Lending, MER, and Teller training.
Minimum Experience: Must have completed one year in MER I and 1 year in an MER II role.
Must have mastered all job requirements and functions. Able to perform all duties with
minimal help.
Personal Characteristics and Skills: Must be of the highest integrity and with personal habits
above reproach. A positive attitude and teamwork mentality is essential. Knowledge of
financial services is important but equally important is the desire and skill to identify and
meet our member’s needs. Must practice confidentiality and be able to work well under
pressure. Must be self-motivated, efficient, accurate, and organized. Must be a mature
person with sound judgment. Must have the ability to meet and work effectively with
people of varying levels of education and experience and be able to communicate, both
written and orally with same. Must be able to take direction and be willing to seek counsel
of supervisor as necessary.
Technical Skills: Prior training or performance of operating a calculator, keyboard and a
computer terminal that will require no retraining. Must type a minimum of 35 wpm.
Working Conditions: Continuous alertness, precision, and concentration to ensure accuracy
and thoroughness of documents and transactions. Continuous alertness of surroundings for
security purposes. Frequent performing basic numeric calculations, as well as writing,
reading, comparing, and analyzing. Continuous use of initiative, ingenuity, and creativity in
identifying member needs, solving member problems and actively cross-selling credit union
services and products. Continuous memory demands in recalling credit union policies and
services, and state and federal regulations. Exposed to potentially hazardous conditions, i.e.,
robbery. Continuous standing and/or sitting for long periods of time when providing
member services or performing other duties related to the position. Occasional lifting up to
50 pounds. Occasional bending, squatting or kneeling to reach supplies on ground level.
Occasional reaching above shoulder level to reach supplies overhead. Continuous use of
hands in repetitive tasks such as simple grasping, twisting/turning of wrist; finger dexterity to perform various accounting duties such as using a ten-key calculator, typing, and entering
data into the computer system.