Apr 15, 2019

Member Service Representative

  • Safe Credit Union
  • Sacramento, CA, USA
Full time Banking Customer Service

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Develop and maintain positive member and staff relationships.
  • Provide transactional service to members.

-     Greet all members within 10 seconds & 10 feet pleasantly.

-     Use the member’s name at least twice during the transaction.

-     Accept and process deposits, withdrawals and payments according to SAFE’s policies and procedures. 

-     Process over the counter requests for cashier checks, Visa cash advances, gift cards, postage   stamps, temporary checks and.Visa debit cards.

Thank members for their business and use SAFE CU in the closing statement.

  • Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift or as instructed by Management.
  • Initiate Sales/Service activities:

-     Develop personal sales/referral skills.

-     Achieve monthly personal sales/referral goals.

-     Initiate a sales activity with every member interaction.

-     Assist in achievement of branch sales goals.

-     Generate referrals/leads to the platform, Branch Business Specialist and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services and SAFE’s Business Development Officer. .

  • Assist in the branch’s daily opening and closing activities.
  • Assist in the balancing and auditing of all negotiable and dual custody facilities.
  • Maintain accurate and complete records of member transactions.
  • Follow CIP procedures and complete regulatory reports to ensure compliance with BSA
  • .
  • Participate in personal self-development training through the completion of internal and external training programs.
  • Assist with other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty accurately, efficiently and satisfactorily. 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 functions.

EDUCATION AND/OR EXPERIENCE                                                 

High school diploma or general education degree (GED); and one year related experience in customer service and/or cash handling or equivalent combination of education and experience.

LANGUAGE SKILLS                                           

Ability to read and comprehend simple instructions, short correspondence, and memos.  Ability to write simple correspondence.  Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS                                            

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY                                                    

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

OTHER SKILLS AND ABILITIES                                             

  • Knowledge of various computer software programs
  • Ability to communicate effectively
  • Ability to function in a team environment as a proven team player

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.


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