Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
GC
Gulf Coast Federal Credit Union
Member Service Representative
Career Insights for Financial Services Representative
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Texas data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$69,606 / year median in Texas
+10% projected growth
Job Description
Position:
Member Service Representative I Department:
Operations Purpose:
Performs a wide range of transactional duties to serve members by receiving or paying out funds with high accuracy. Solve member problems and help with complex work-related matters. Maintain cash for vault, ATM, and cash dispenser/recycler.Scope:
Under the general supervision of the Branch Manager and direct supervision of the Member Service Supervisor, incumbent performs a variety of MSR and vault duties. Must comply with applicable statutes and regulations including, but not limited, to the Bank Secrecy Act, the USA Patriot Act, and follow all policies and procedures set forth by the credit union.Reports To:
Member Service Supervisor and Branch Manager Supervises:
None Machine Skills:
Fax Machine, P.C. experience including MS Word and Excel, Keyboarding, Copy Machine and 10Key Job Specifications:
High school diploma or equivalent required. To adequately perform this position, the incumbent must have the communication, mathematical and general business knowledge usually acquired by a high school graduate, customer/member service skills experience, plus a minimum of 1 year operational financial institution experience.Physical Requirements:
Incumbent must be capable of lifting up to 25 pounds. Job requires frequent viewing of computer screen, continual eye coordination and hand/wrist movement and finger manipulation. Must be able to sit and stand for long periods of time as well as stoop, bend and reach overhead.Duties & Responsibilities:
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
- Count currency, coins, and checks received by hand or using currency counting machine, in order to prepare them for deposit or shipment to vault.
- Enter customer's transactions into computers in order to record transaction and issue computer generated receipts.
- Examine checks for endorsements and to verity other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Identify transactions mistakes when drawer is out of balance.
- Order a supply of cash to meet daily needs.
- Prepare and verify cashier's checks.
- Process transactions from mail and night deposits.
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
- Assist members in answering questions on status of account (i.e., account balance, transaction activity, etc.)
- Provide timely and accurate service for members and maintain the documentation to support any transaction conducted at the credit union.
- Ability to maintain good working relationships with co-workers, supervisor, management, and department head staff and various agency personnel.
- Ensures that work area is clean, secure, and well maintained