Member Service Representative - I

PLEASE ANSWER ALL APPLICATION QUESTIONS

Job Summary:

The Member Services Representative is responsible for providing a variety of member service functions for members via telephone, in person, or by mail. The Member Services Representative is responsible for having knowledge of all member service functions within the Credit Union. The Member Services Representative will be expected to perform a broad variety of routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, and opening or closing accounts with a high degree of accuracy; actively cross-sell products and services of the Credit Union; and maintain accurate transactional records all while providing exceptional service to all members. The ideal candidate will be friendly and outgoing with outstanding communication skills, the ability to multitask, and a passion for helping others!

Essential Duties and Responsibilities :

Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient service; Maintain an up-to-date comprehensive knowledge on all credit union products and services; Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller related transactions/activities; Process deposits, withdrawals, and payments for member accounts; Open and close member accounts; Assist members with loan applications; Assist members with basic debit card needs; Assist members with online/mobile banking questions/issues; Examine checks for endorsements and verify other information such as dates, financial institution names, identification of the person receiving payment and the legality of the document; Provide members with account status, including current balances and loan pay-offs; Promote, explain and cross-sell all products and services offered by the credit union; Receive payments and ensure the payments match balances due; Respond to members' requests, problems and complaints, and/or direct them to the proper person for specific information and assistance; Provide routine information on credit union services and policies including eligibility for membership, types of credit union accounts, current dividend rates, locations, office hours, and telephone numbers; Count currency, coins and checks received, by hand or using currency-counting machines; Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet; Research discrepancies. Report any discrepancies to the supervisor as necessary; Process depository bags and record proper information according to credit union procedures; Issue personal money orders and cashier's checks Identify reportable transactions and activities under the Bank Secrecy Act (BSA), its implementing regulations, and DFCU's Anti-Money Laundering program. Comply with requirements under DFCU's Member (Customer) Identification Program (CIP), FinCEN 314a procedures, and OFAC regulations and sanction programs; Perform all duties in accordance with the credit union's service standards, operation policies and procedures, and in compliance with applicable state and federal laws and regulations.

Qualifications :

High school diploma or equivalent; Professional, well developed interpersonal skills necessary for assisting credit union members and projecting a positive image as a representative of the credit union; Experience in the teller and/or member service area of a credit union or financial institution is preferred as well as previous customer service and cash handling experience; Effective oral communication skills to converse with members in person and over the telephone in a pleasant, friendly and courteous manner; Attention to detail and good organizational skills are a must; Ability to perform duties and make decisions under, at times, stressful situations; Basic computer skills are required; Strong math skills

• Ability to add, subtract, multiple, or divide quickly and accurately; Core Values that include:

Integrity, Honesty and Confidentiality Physical and Mental Demands :

While performing the duties of this job, the employee is frequently required to use a keyboard to enter text or data into a computer or other machine. Specific hearing abilities required by this job include the ability to hear, interpret and understand speech and/or other sounds to assist credit union members. Specific vision abilities required by this job include the ability to see details at close range most often from a computer screen. This position requires manual dexterity, occasionally lift and/or move up to 25 lbs., bending, stooping and standing for extended periods of time. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.

Working Environment:

Work is performed in an indoor office environment. This position uses standard office equipment, such as but not limited to, computers, check scanner, coin counter, TCR

• Teller Cash Recycler, telephones, photocopiers, filing cabinets and fax machines.

The noise level in the work environment is moderate. The work characteristics described here are representative of those in which an individual encounters while performing the essential functions of this position.

Position Type/Expected Hours of Work :

Full time (Approx. 40 hours/week) or Part Time (Approx. 20

• 25 hours/week) Schedule consist of working a variety of Demopolis Federal Credit Union's hours.

•

Disclaimer :

The above information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Demopolis Federal Credit Union retains the discretion to add duties or change the duties of this position at any time.

• PLEASE ANSWER ALL APPLICATION QUESTIONS

•

Pay:

From $13.00 per hour Expected hours: No less than 20.0 per week Application Question(s): Are you over 18 years of age? If no, Are you able to obtain a work permit? Are you legally authorized to work in the United States at the present time? Have you ever been convicted of a crime? Answering yes to this question is not an automatic bar to employment. What is the earliest date you can start this position? Have you ever been previously employed by DFCU? If yes, Dates of Employment, position(s) held, and your name when employed (if different than now) Are you related to any DFCU employee(s)? State names Are there any days or hours that the credit union is open that you would not be able to work? Do you have any commitments to another employer that might affect your employment with this organization? Please list your educational background. Please list three personal references other than a relative or employer: Please provide Reference name, address, and phone number and their relationship to you. Please list up to three employer references: Please include Company name, address and phone number, supervisor name, and your job title Please list and describe any paid or unpaid activities, honors, experience, or training that might aid you in performing the job(s) for which you have applied, and have not been listed previously in this application (e.g., clubs, groups, professional organizations, etc). You may omit any activities, honors, memberships or other items that tend to identify your race, sex, national origin, age, disability or other personal traits that you prefer not to disclose. Starting with your PRESENT or

MOST RECENT EMPLOYER

list in consecutive order

ALL EMPLOYMENT

for the past FOUR employers.

Please provide:

Employer name and address, supervisor name, position(s) held, dates of employment from and to ,primary duties, and reason for leaving. Please provide any additional information you believe would be of value in considering you for employment. Include any

JOB RELATED

professional or trade certifications, licenses, equipment qualified to operate, computer systems or hardware/software, and any other

JOB RELATED

special skills and abilities, classes, workshops or seminars attended

Education:

High school or equivalent (Required)

Work Location:

In person Member Service Representative

• I Demopolis, AL 36732 From $13 an hour
• Part-time From $13 an hour
• Part-time

PLEASE ANSWER ALL APPLICATION QUESTIONS

Job Summary:

The Member Services Representative is responsible for providing a variety of member service functions for members via telephone, in person, or by mail. The Member Services Representative is responsible for having knowledge of all member service functions within the Credit Union. The Member Services Representative will be expected to perform a broad variety of routine member transactions including deposits, withdrawals, cash advances, loan payments, transfers, check cashing, and opening or closing accounts with a high degree of accuracy; actively cross-sell products and services of the Credit Union; and maintain accurate transactional records all while providing exceptional service to all members. The ideal candidate will be friendly and outgoing with outstanding communication skills, the ability to multitask, and a passion for helping others!

Essential Duties and Responsibilities :

Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt, accurate, and efficient service; Maintain an up-to-date comprehensive knowledge on all credit union products and services; Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller related transactions/activities; Process deposits, withdrawals, and payments for member accounts; Open and close member accounts; Assist members with loan applications; Assist members with basic debit card needs; Assist members with online/mobile banking questions/issues; Examine checks for endorsements and verify other information such as dates, financial institution names, identification of the person receiving payment and the legality of the document; Provide members with account status, including current balances and loan pay-offs; Promote, explain and cross-sell all products and services offered by the credit union; Receive payments and ensure the payments match balances due; Respond to members' requests, problems and complaints, and/or direct them to the proper person for specific information and assistance; Provide routine information on credit union services and policies including eligibility for membership, types of credit union accounts, current dividend rates, locations, office hours, and telephone numbers; Count currency, coins and checks received, by hand or using currency-counting machines; Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet; Research discrepancies. Report any discrepancies to the supervisor as necessary; Process depository bags and record proper information according to credit union procedures; Issue personal money orders and cashier's checks Identify reportable transactions and activities under the Bank Secrecy Act (BSA), its implementing regulations, and DFCU's Anti-Money Laundering program. Comply with requirements under DFCU's Member (Customer) Identification Program (CIP), FinCEN 314a procedures, and OFAC regulations and sanction programs; Perform all duties in accordance with the credit union's service standards, operation policies and procedures, and in compliance with applicable state and federal laws and regulations.

Qualifications :

High school diploma or equivalent; Professional, well developed interpersonal skills necessary for assisting credit union members and projecting a positive image as a representative of the credit union; Experience in the teller and/or member service area of a credit union or financial institution is preferred as well as previous customer service and cash handling experience; Effective oral communication skills to converse with members in person and over the telephone in a pleasant, friendly and courteous manner; Attention to detail and good organizational skills are a must; Ability to perform duties and make decisions under, at times, stressful situations; Basic computer skills are required; Strong math skills

• Ability to add, subtract, multiple, or divide quickly and accurately; Core Values that include:

Integrity, Honesty and Confidentiality Physical and Mental Demands :

While performing the duties of this job, the employee is frequently required to use a keyboard to enter text or data into a computer or other machine. Specific hearing abilities required by this job include the ability to hear, interpret and understand speech and/or other sounds to assist credit union members. Specific vision abilities required by this job include the ability to see details at close range most often from a computer screen. This position requires manual dexterity, occasionally lift and/or move up to 25 lbs., bending, stooping and standing for extended periods of time. The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.

Working Environment:

Work is performed in an indoor office environment. This position uses standard office equipment, such as but not limited to, computers, check scanner, coin counter, TCR

• Teller Cash Recycler, telephones, photocopiers, filing cabinets and fax machines.

The noise level in the work environment is moderate. The work characteristics described here are representative of those in which an individual encounters while performing the essential functions of this position.

Position Type/Expected Hours of Work :

Full time (Approx. 40 hours/week) or Part Time (Approx. 20

• 25 hours/week) Schedule consist of working a variety of Demopolis Federal Credit Union's hours.

•

Disclaimer :

The above information on this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Demopolis Federal Credit Union retains the discretion to add duties or change the duties of this position at any time.

• PLEASE ANSWER ALL APPLICATION QUESTIONS

•

Pay:

From $13.00 per hour Expected hours: No less than 20.0 per week Application Question(s): Are you over 18 years of age? If no, Are you able to obtain a work permit? Are you legally authorized to work in the United States at the present time? Have you ever been convicted of a crime? Answering yes to this question is not an automatic bar to employment. What is the earliest date you can start this position? Have you ever been previously employed by DFCU? If yes, Dates of Employment, position(s) held, and your name when employed (if different than now) Are you related to any DFCU employee(s)? State names Are there any days or hours that the credit union is open that you would not be able to work? Do you have any commitments to another employer that might affect your employment with this organization? Please list your educational background. Please list three personal references other than a relative or employer: Please provide Reference name, address, and phone number and their relationship to you. Please list up to three employer references: Please include Company name, address and phone number, supervisor name, and your job title Please list and describe any paid or unpaid activities, honors, experience, or training that might aid you in performing the job(s) for which you have applied, and have not been listed previously in this application (e.g., clubs, groups, professional organizations, etc). You may omit any activities, honors, memberships or other items that tend to identify your race, sex, national origin, age, disability or other personal traits that you prefer not to disclose. Starting with your PRESENT or

MOST RECENT EMPLOYER

list in consecutive order

ALL EMPLOYMENT

for the past FOUR employers.

Please provide:

Employer name and address, supervisor name, position(s) held, dates of employment from and to ,primary duties, and reason for leaving. Please provide any additional information you believe would be of value in considering you for employment. Include any

JOB RELATED

professional or trade certifications, licenses, equipment qualified to operate, computer systems or hardware/software, and any other

JOB RELATED

special skills and abilities, classes, workshops or seminars attended

Education:

High school or equivalent (Required)

Work Location:

In person