Part Time Member Services Rep

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Description

The Member Service Representative is responsible for handling all customer requests within the confines of established policies and procedures.

Travel is required to other locations, and employees must be able to work flexible schedules to meet the needs of each branch location. Reliable transportation is also required. This part-time position is up to 24 hours per week, in various locations.

Responsibilities

• Responsible for opening all deposit type accounts and services, including:
• Certificates of Deposit
• Savings Accounts
• NOW Checking Accounts
• Money Market Accounts
• Club Accounts
• ATM Cards
• Debit Cards
• On-Line Banking
• Individual Retirement Accounts
• Perform maintenance on accounts to set up payroll deductions, make address and title changes, or other maintenance as necessary.
• Answer member questions and resolve member problems within policy and procedure scope, referring exception cases to supervisor.
• Comply with applicable regulations such as Truth in Savings.
• Determine cross-sell opportunities and promote other Credit Union products when appropriate.
• Ensure compliance with Bank Secrecy Act, OFAC, USA Patriot Act, including Customer Identification Program for new members, accurate completion of new account activity profiles, and reporting suspicious activity to supervisor.
• Perform other related duties as assigned or requested.

Requirements

Knowledge/Skills/Experience

• Experience with specialized products, service, regulatory, and sales training preferred.
• One year teller experience.
• Good communication and organizational skills.
• Proficient computer skills and working knowledge of MS Office.

Education/Certifications/Licenses

• High school diploma or equivalent.

Physical Demands/Conditions

Must be able to operate routine office equipment including computers, telephones, copiers, facsimiles, and calculators. Must be able to travel off-site as required. Reliable and timely attendance is essential.

Supervision

• No direct reports or supervision.

• Entry level

• Part-time

• Other