Member Service Representative I in Stockton, California at CENTRAL STATE CREDIT UNION

Position Title: Member Service Representative I

Department: Operations

Reports to: Branch Manager

FLSA Classification: Non-exempt

Compensation: $21.00 per hour

Job Summary:

Member Service Representative I provides a broad range of services to the credit union membership, conducting financial and other services in the branch while providing excellent customer service to all members.

Supervisory Responsibilities:

None

Duties/Responsibilities:

• Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed.
• Assist members with home banking, electronic statements and stop payments.
• May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person.
• Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations.
• Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities.
• Responsible for maintaining current knowledge of company policies, products, and services.
• Performs other duties as assigned.

Required Skills/Abilities:

• Excellent communication and interpersonal skills are required.
• Strong attention to detail and excellent organizational skills.
• Ability to work with minimal or no supervision.
• Time management ability.
• Strong math, communication, and keyboarding skills.
• Ability to cross-sell credit union products/services.
• Ability to prioritize and manage multifunctional tasks.
• Ability to handle cash.

Education and Experience:

• High School diploma or equivalent.
• Minimum three to six months prior teller experience or equivalent is preferred.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing.
• May be required to work in an environment with high noise levels and unpredictable temperature and ventilation.

The above information on this position has been designed to indicate the general nature and level of work to be performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, or physical requirements.