Job Title: Member Service Officer

Department: Branch Administration

Reports To: Branch Manager

FLSA Status: Non-Exempt

Grade: 6

Summary

The Member Service Officer is responsible for processing new accounts, member service requests, teller transactions through in-person channels. Assists in creating an environment and culture to make members dreams come true.

Essential Duties and Responsibilities Include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their manager.

New Account Duties

• Open new accounts and perform new member onboarding process
• Meet or exceed deposit goals
• Perform initial quality review on new account

Member Service Request Duties

• Perform and resolve routine account-related requests, inquires, and issues
• Create leads and cases for member products and services that are unable to be resolved
• Verify and assist with renting and access of Safe Deposit Boxes
• Complete opening and closing duties for branch
• Follows account comments, warnings, and notes
• Manage and maintain member appointment schedules and lobby traffic
• Escort vendors to appropriate department
• Process disputes
• Process wires, POA requests and IRAs
• Review and Correct any account errors

Teller Duties

• Processes and verifies cash, check, deposits, withdrawals, transfers, loan payments
• Completes end of day procedures
• Completely and accurately fill out CTRs
• Verify cash replenishments from Loomis
• Complete eCTR/ adding CTR transactors
• Complete SARs when needed
• Accurately manages and balances a cash drawer

Compliance and Fraud Prevention Duties

• Perform, prepare, and obtain all necessary verification and documentation for products and services
• Completely and accurately obtain and input all CIP information for new accounts
• Properly update all necessary CIP information in the core processor for all applicants, and applicable transactions
• Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks; initiating wires, etc.
• Accurately identify all members using RGCU approved types of identification for all transactions
• Ensure that all accounts and transactions are reviewed for the appropriate red flags.

Member Service

• Perform, prepare and obtain all necessary verification and documents for products and services
• Come to work every day with a member focused, passionate, and dedicated approach
• Approach every member situation from a caring, helpful, and open-minded approach
• Proactively approach issues and offer creative solutions that will make doing business with RGCU easier
• Assists in any other areas as directed by Leadership

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Experience- Up to 6 months of related experience.

Education- Has a high school degree or equivalent.

Physical, Mental and Working Requirements

This position requires the ability to perform primarily sedentary office work, operate standard office equipment, and use a computer for extended periods. Must be able to communicate effectively, follow instructions, manage multiple priorities, and maintain professionalism under deadlines. Work is performed indoors in a climate-controlled environment. Occasional extended hours or off-site travel may be required. Regular attendance and the ability to handle confidential information are essential.

Rio Grande Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.