Member Service Representative in Imperial, California at Corazo Credit Union

Member Service Representatives (Teller) serve as a liaison between the member and the credit union, and are responsible for providing accurate account information, professionally handling members’ daily credit union needs, and cross-selling products and services. The Member Service Representative provides a variety of transaction services for members, including proper receiving and handling of deposits, checks and payments, processing withdrawals, cashing checks for members and other specialized transactions in accordance to procedures while maintaining a balancing record consistent with credit union policies.

Major Duties and Responsibilities:

• 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.
• Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
• May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
• 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.

• May be asked to open new accounts and service existing accounts. I.e. Club Accounts, CD’s, Checking Accounts, Money Markets. Set up new account files, and provide members with all necessary information for membership.
• 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.
• May be asked to conduct orientation interviews on credit union services and programs with each new credit union member.
• 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.
• Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
• Provide information on investment alternatives (such as CD’s and Money Markets) to members wishing to deposit funds with the credit union.
• Monitor branch and ATM machines on a rotation basis.
• Research accounts for deposit, withdrawal, and loan-payment discrepancies.
• Assist members in balancing their accounts.
• May assist members with individual retirement accounts (contributions and distributions)
• Other duties as assigned by Lead Member Service Rep and/or Branch Manager