Member Services Representative-Float Santa Rosa (Fulton) - Comfirstcu : Job Details

Float Member Service Representative – I

Position Summary: Performs a wide range of transactional duties with a degree of accuracy. Assists existing members with closing accounts and resolves issues while professionally handling member requests. Knowledgeable on the full range of credit union products and services, including loan products, in accordance with credit union policies and procedures.

Major Duties and Responsibilities:

Member Service

• Responsible for covering branches/offices on an as-needed basis, filling in for peak schedules, vacations, absence, or shortage on the teller line.
• Greet and welcome members to the credit union in a friendly, welcoming, and timely manner, treating all credit union members, volunteers, and employees with a cooperative attitude.
• Address member requests knowledgeably and courteously, conveying trust and confidence with individualized attention to members and adhering to member service standards.
• Perform service dependably and accurately, cross-selling CFCU products and services at every opportunity.
• Maintain personal appearance, workstation, and manner of communication at the highest professional level according to credit union standards.

Transaction Processing

• Process share withdrawals, obtaining proper identification and signature verification.
• Process comprehensive, prompt, accurate and efficient member transactions.
• Process loan, mortgage, credit card payments, and ensure payments match balances due.
• Process cash advances and transfers.
• Issue cashier's checks and money orders.
• Place holds on accounts when necessary, according to CFCU guidelines.
• Balance cash drawer nightly according to performance standards.
• Verify and record member identity information as required.
• Process new check orders and reorders for existing members.
• Answer questions regarding lending needs and requests; have a working knowledge of CFCU lending guidelines in accordance with credit union policies and procedures. Refer members to appropriate lending staff, Supervisor, or Manager as needed.
• Knowledge of opening additional shares to existing accounts.
• Knowledge of ACH and Draft disputes, Card disputes.
• Basic knowledge of wire requests and transfers.
• Basic knowledge of IRA types, contributions, and distributions.
• Assist with filling/balancing of automated cash machines as needed.

Electronic Services

• Issue new debit cards, process the initial PIN and any PIN changes, cash advances, capture and replace debit cards in the computer system.
• Working knowledge of online banking, bill pay, mobile banking and other electronic services for cross-selling and resolving member issues.
• Effortlessly demonstrate use of mobile banking.

Additional Duties

• Process address changes.
• Conduct complete safe deposit box transactions from issuing to updating records.
• Place appropriate share comments on computer system.
• Ability to travel as needed to cover any location vacancies.
• Perform other duties and related tasks as assigned.
• Attend regular departmental and company-wide meetings.

Required Knowledge, Abilities, and Education:

• Excellent member service and communication skills including written, verbal and listening skills.
• Ability to interact effectively over the telephone and via e-mail. Effectively communicate with difficult members.
• Ability to work effectively and cooperatively with all levels of the organization.
• Good organizational skills, including ability to keep productive during slow times.
• Ability to use PC and operate in basic Microsoft Word and Excel documents.
• Knowledge of all CFCU products and services.
• High school diploma.
• Two or more years' experience in a customer service or retail position.

Beneficial Education and Experience:

• Bilingual (Spanish) is beneficial.
• One to three years financial services industry position.

Job Type: Full-time

Pay: $20.09 - $24.96 per hour

Expected hours: 40 per week

Experience:

• Cash handling: 1 year (Required).
• Banking: 1 year (Preferred).
• Customer service: 1 year (Required).

Ability to Commute:

• Santa Rosa, CA 95403 (Required).

Ability to Relocate:

• Santa Rosa, CA 95403: Relocate before starting work (Required).

Work Location: In person