Teller - Member Services Representative I
Company: Lower Valley Credit Union
Posted on: January 12, 2022
The Member Service Representative (MSR) will report to the MS
Supervisor, Assistant Branch Manager or Branch Manager or other
designee. They will work with members to meet financial service
needs through processing transactions and suggesting new products
or services. The MSR is responsible for delivering the highest
level customer service, accurate and efficient processing of member
transactions, promoting products and services, resolving member
account issues, making modifications to accounts, adding account
services, opening new accounts, and performing those functions
according to the policies and guidelines of the credit union in a
friendly, helpful manner.
Member Service Representative Essential Responsibilities:
Initiate and lead conversations to identify and assess member
Maintain and enhance member account relationships by providing
excellent member service.
Process share deposit payments, loan payments, manual payrolls, and
Disburse cash and check withdrawals.
Complete member transactions accurately and timely within
prescribed limits and guidelines,
or seek approval for exceptions.
Open new membership accounts and assess for accuracy and
Research and address member inquiries about credit union services
Perform account maintenance as authorized.
Promote credit union products and services.
Maintain base knowledge of consumer and mortgage loans in order to
effectively refer loan
products to the consumer and mortgage loan departments. Perform
outbound calls to
members as needed.
Achieve individual and branch growth goals.
Identify solutions in support of member needs.
Observe all security/internal controls, and be proactive in
protecting the credit union by
identifying fraudulent or forged documentation and/or activity.
Serves as back up to MSR II responsibilities, when needed.
CASH HANDLING AND BALANCING
Open, close and balance their own cash drawer daily.
Maintain drawer cash levels within prescribed amounts.
Post and Log night, ATM and mail deposits. (Part of dual-control
Adhere to general regulatory procedures including requirements of
the Bank Secrecy Act and
Anti Money Laundering rules
Accurate balancing within established time frames.
Assist with branch self-assessments as may be assigned.
Participate in branch business development and outreach
May respond to electronic requests submitted by members and/or
perform outbound calls to
members in a professional prompt, efficient and accurate
May be called up to assist with translation, if needed.
Perform other duties and projects as assigned.
Member Service Representative Credentials, Experience and
High School graduate or equivalent.
One to three years' experience in financial institution or other
customer service industry preferred.
Prior cash handling and customer service responsibilities
Preference for working in organizations that place priority on
teamwork and collaboration
Strong commitment to our mission - creating economic opportunity
for traditionally underserved communities.
Excellent customer service skills.
Demonstrated ability to communicate effectively - both verbally and
Ability to be trained and efficiently operate credit union systems
and proprietary software,
including proprietary software (New Solutions, Microsoft Excel,
Word, and Outlook).
Ability to work flexible work hours including evenings and
May be required to travel to cover other Branches.
Keen attention to detail, ability to effectively organize and
Analytical and problem solving skills.
Ability to use keyboard and data entry skills
English/Spanish may be required
Frequently requires use of manual dexterity and repetitive motions,
primarily with the wrists,
hands, and/or fingers. Must be able to occasionally lift and exert
force of up to 40 pounds.
Competitive salary, based on experience, plus a generous benefits
package that includes health, dental, life insurance, flexible
spending plan, retirement plan, paid parental leave, and domestic
Self-Help is committed to providing equal employment opportunities
to all persons, regardless of race, religion, religious creed,
color, national origin, ancestry, physical disability, mental
disability, medical condition, genetic information, marital status,
sex, gender, gender identity, gender expression (including
transgender status), age, sexual orientation, military and veteran
status, class or family status.
Keywords: Lower Valley Credit Union, Porterville , Teller - Member Services Representative I, Sales , Porterville, California
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