MEMBER SERVICE REPRESENTATIVE l

Sound Credit Union – Puyallup, WA

$15.50 - $19.38 an hourPart-time

The primary responsibilities of a Member Service Representative I (MSR I) is to assist members with inquiries, requests, and/or problems in a friendly, respectful, courteous, and professional manner. Maintain branch surroundings that reflect the Credit Unions commitment to provide a friendly, respectful, courteous and professional business environment for all Credit Union members. Contribute to member satisfaction and retention. Expand members relationships by identifying and meeting members needs by effectively cross-selling all Credit Union products and services. Provide accurate routine member transactions in accordance with Credit Union policy. Provide routine information on Credit Union services or policies.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provide high priority to member satisfaction; act in accordance with Sound Credit Unions Service Promise expectations.

Report to work on time, as scheduled and abide by Sound Credit Unions Personnel Policy concerning attendance.

Perform routine member transactions including: deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Sell money orders, cashiers checks, and gift cards. Perform Shared Branching transactions. Accept requests for stop payments, wire transfers, perform file maintenance on accounts, order debit/credit cards and various other items. Provide members statements and check copies; assist members with statement reconciliation. Provide members with account status information, including current balances and accurate loan pay-offs. Assist members to resolve discrepancies and grievances. Provide accurate accounting of transactions by balancing and preparing daily balance sheet.

Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, locations, office hours and telephone numbers.

Enroll or opt-out members for telephone banking, online banking, and E-statements, as applicable. Assist members with completing direct deposit and transfer cards. Place member check order/re-order. Make changes to existing accounts, including name, addresses and other pertinent or confidential information.

Provide members with requested information regarding safe deposit box size, price, availability, rules and regulations. Assist authorized members with entrance to safe deposit boxes.

Perform night depository functions, which include: logging the information, accurately posting to members accounts, and following the established night depository procedures as needed.

Assist with branch balancing and calculating the end-of-day totals.

Assist in balancing Automated Teller Machine (ATM), as needed.

Track and maintain visitor badge log for the branch, on a daily basis.

Stay current with operational changes, regulations and required training.

Qualifications

EXPERIENCE/EDUCATION/TRAINING/LICENSING

Experience: One-year experience in a service oriented capacity, cash handling experience preferred. Sales experience preferred.

Education/Training: High School Diploma or equivalent.

License or certificate: Must be bondable.

In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individuals knowledge, skill, and ability to perform the essential duties listed above.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES

To perform this job successfully, an individual must be able to perform the essential duties of this job. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Ability to attain or have knowledge of local, state, and federal laws and regulations applicable to industry.

Ability to attain or have knowledge in operations and new accounts principles.

Ability to work effectively and productively with others.

Ability to deal maturely, professionally and tactfully with difficult members/situations.

Ability to be flexible and responsive in order to provide the highest quality of service to internal and external members.

Ability to understand the particulars of monetary transactions.

Ability to be thorough, accurate, attend to detail.

Ability to work under deadline pressure.

Ability to work independently and as a team member while using discretion in decision making and sound judgment in problem solving.

Ability to attain or have knowledge of financial institution procedures, services and programs.

Computer experience including calculator, PC, database; spreadsheet and word processing systems and software knowledge a plus.

Excellent interpersonal and communication skills, including listening, oral, and written skills.

Must possess and exhibit a high degree of professionalism, maturity, and patience.

Strong organization skills and the ability to manage multiple responsibilities.

LANGUAGE SKILLS

Requires the ability to read, write, communicate, and interpret information accurately in English.

Employee must demonstrate the ability to interact tactfully and positively with co-workers, members, management and the public. Ability to respond clearly to common inquiries from co-workers, members and the public.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusion. Ability to interpret a variety of technical instructions.

SUPERVISORY RESPONSIBILITIES

None.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Requires the ability to operate, repetitively at times, a personal computer and calculator. Also requires ability to operate multi-line telephone, facsimile, photocopier and branch specific equipment.

Requires the ability to concentrate and consistently produce accurate work.

While performing the duties of this job, the employee is frequently required to stand for up to 4 hours at a time; use hand to find, handle, or feel, reach with hands and arms; and talk or hear.

The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl.

The employee must lift and/or move up to 50 lbs, as needed.

Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Duties are performed in an office environment but may also require traveling to other facilities using employee s personal transportation.

The noise level is moderate.

The physical exertion is moderate.

There are frequent employee/member contacts and interruptions in person and via the telephone during the day.

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