General Position - Member Experience

BASIC JOB DUTIES

Represent the Credit Union in a courteous and professional manner. Present and explain Credit Union services and products to members and assist in meeting their financial needs. Answer questions and solve problems for members by listening, collecting data, securing answers, and reporting results to the inquiring party. Perform file maintenance and account changes as needed. Maintain privacy of member account information. Complete required reports and records accurately and promptly. Attend meetings/trainings as required. Requirements

EDUCATION/CERTIFICATION

High school graduate or equivalent.

EXPERIENCE

At least one year of related experience preferred. Financial institution experience desired. Abilities generally can be acquired on the job within 12 months.

SKILLS/ABILITIES

Good communication skills. Professional appearance, dress, and attitude. Good math skills. Ability to operate related computer applications and other business equipment including copy machine, coin and money counting machines, and telephone. Good typing skills.

PHYSICAL ACTIVITIES AND REQUIREMENTS TALKING

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING

Able to hear average or normal conversations and receive ordinary information.

FINGER DEXTERITY

Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

REPETITIVE MOTION

Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL ABILITIES

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)

MENTAL ACTIVITIES AND REQUIREMENTS REASONING ABILITY

Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

MATHEMATICS ABILITY

Ability to perform basic math skills.

LANGUAGE ABILITY

Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and use adjectives and adverbs. Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.