Full-Time Member Service Rep. I

JOB DESCRIPTION

Job Title: Full TimeMember Service Representative I

Reports To: Assistant Branch Manager/ Branch Manager

Location: Naperville

Revision Date: 11/23

Apply at: https://www.illiana.org/about/connect-with-us/careers

Job Summary:

Responsible for providing exceptional Member Service: including efficient and accurate transaction processing.

Key Job Duties/Activities

• Serve members at Teller window in a courteous manner.
• Process cash handling transactions; opening account, deposits, withdrawals, etc.
• Ensure all required documentation is completed for all transactions.
• Follow all policies and guidelines including internal security measures.
• Comply with Federal Regulations; Currency Transaction Reports, Monetary Instrument Log, etc.
• Place Reg CC holds when appropriate.
• Participate in all required training.
• Product Knowledge.
• Responsible for balancing daily within a reasonable time and with minimum differences.
• Maintain proper cash limits.
• Recognize potential fraud.
• Interact with Members to Cross-Sell Products and Services.
• Communicate effectively with members while maintaining a standard of courtesy and professionalism.
• Support the credit union’s community involvement and participate in community activities as needed.
• Resolve member issues timely and professionally.
• May assist in opening and closing of facility.
• Issue ATM/Debit cards.
• Perform other duties as directed by Supervisor.

Organization:

Help maintain a positive teamwork environment by proactively assisting other coworkers when needed as well as actively participating and contributing during meetings.

Compliance:

This role requires keeping in compliance with company procedures and policies. Ensure compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.

Job Requirements:

• Excellent organizational skills and the ability to multi-task.
• Individual should be a self-starter and have an interest in learning.
• Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets.
• Excellent communication and interpersonal skills.
• Able to communicate and function professionally with all levels of personnel across the organization.
• Strong prioritization skills.
• Bilingual is a plus.
• Previous credit union experience is a plus.

Other Requirements

• Must be able to stand 8 hours straight.
• Capable of lifting a 5lb box.
• Able to use a phone and keyboard.
• Must be available to work on Saturday.
• Perform basic math and cash handling.
• Possess critical thinking skills.

Job Type: Full-time

Pay: $16.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Weekends as needed

Education:

• High school or equivalent (Preferred)

Experience:

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

Work Location: Multiple locations