Member Service Representative - Part time

Employment Type

: Full-Time


: Customer Service/Call Center

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Perform a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Maintain accurate transactional records. Provide a variety of member savings, share draft/checking, and credit account transactions, as well as member service such as sales of money orders and cashier's checks

• Greet and welcome members to the credit union in a courteous, professional, and timely manner.

• Provide comprehensive, prompt, accurate, and efficient member transactions.

• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and accurately enter deposits into computer records.

• Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures.

• Assist with mail or email transactions, when available.

• Place holds on accounts for uncollected funds.

• Issue cashier's checks, money orders, and CDs.

• Balance cash drawer at end of the shift and compare totaled amount to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary. May help other tellers research and resolve discrepancies.

• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.

• Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.

• Cross-sell credit union services such as safe deposit boxes, prepaid cards, debit cards, credit cards, on-line banking, or other promotional products where available.

• Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into the computer.

• Report malfunctions of teller terminals and other equipment used at the teller station to supervisor.

• Count, check, and package coins and currency.

• Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.

• Other duties as assigned by President/CEO or Executive Management.

. Requirements:


• Ethical Conduct

• Decision Making

• Excellent Oral and Written Communication

• Member Focus

• Promoting Skills


• High School Diploma or Equivalent

• Customer Service Experience Preferred


Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.



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