Member Services Representative – Part-Time (Bilingual Spanish)

E

60%

Greets the member or potential member as they enter the credit union, quickly assesses needs and assists members regarding financial transactions and services to include account transactions and maintenance Adheres to internal controls, security and safety procedures.

E

20%

Cross-Sells appropriate products and services that are in the member’s best interests.

E

5%

Balances cash drawer and daily transactions.

E

5%

Directs memberships, trends, suggestions, comments to Management. Assures lobby area is neat and acceptable in appearance.

E

5%

Serves as a Mentor, providing guidance, feedback, and support to new employees during their training period as needed.

E

5%

Performs other duties as assigned.

1.

Maintains effectiveness in varying environments, task, responsibilities and people while still completing assignments in a timely manner.

2.

Maintains supportive and harmonious relationships with other CRCU managers and staff.

3.

Cross sells credit union products and services.

4.

Maintains a professional work environment and professional appearance.

5.

Conducts communications with reporting manager to advise on problems and issues impacting credit union operations.

6.

Balances in compliance with Teller Balancing Standards

7.

Processes up to 150 transactions per day.

8.

Balances daily with no more than one posting error per month.

9.

Completes wire transactions, disputes, debit card request, re-pin debit card, and any other maintenance requested from the member.

10.

Demonstrates an understanding of, and follow the requirements of all regulation compliance, including but not limited to those of Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions. Employee shall be trained annually in BSA/AML compliance.