Member Service Representative

Job Summary

Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.

Duties and Responsibilities

• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate, service in the processing of transactions.

• Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.

• Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances.

• Assist with mail or email transactions, when available.

• Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the teller area, including robbery procedures.

• Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on-line banking, and traveler’s checks.

• Receive mortgage, consumer loan, and other payments, and ensure the payments match balances due. Enter payments into computer. Generate member receipts.

• Place hold on accounts for uncollected funds.

• Count, check, and package coins and currency.

• Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary.

• Ensure that the teller station is properly stocked with forms, supplies, brochures, etc.

• Report malfunctions of teller terminals and other equipment used at the teller station.

• Check night depository bags and record proper information according to credit union procedures.

• Be knowledge in opening and closing procedures.

Service Expectation:

Meet and exceed member expectations by:

*Acknowledging members presence immediately

*Greeting all members with a smile

*Addressing all members by name

*Focusing on the member by making eye contact and using positive body language

*Listening to show understanding

*Following through on promises and commitments

Improve member satisfaction by:

*Being courteous and attentive

*Delivering prompt and accurate service

*Taking personal responsibility for member interactions

*Demonstrating a sense of urgency

JOB QUALIFICATIONS:

• Ability to communicate well.

• Cash handling skills.
• Knowledge of computation and use of computer.
• Knowledge of balancing cash and teller drawers.
• Skills in handling people (member) complaints.

EDUCATION:

Minimum high school and some college desired. Financial experience, i.e., working with cash, figures and public.

CONFIDENTIALITY:

Responsible for the confidentiality of all members’ accounts and business as well as that of the credit union.

The Omaha Police Federal Credit Union is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the OPFCU will provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

Job Type: Full-time

Pay: $18.57 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Credit union membership
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Prescription drug insurance
• Profit sharing

Experience level:

• 1 year

Schedule:

• Day shift

Ability to Relocate:

• Omaha, NE 68124: Relocate before starting work (Required)

Work Location: In person