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SalaryDepartment: Member Relations
Reports To: Branch Manager
Grade: 6 Classification: Non-Exempt
Supervises Direct: 0 Supervises Indirect: 0
Role:
This hybrid position combines being a Teller and a Member Service Representative (MSR). Using Rogue Credit Union's Service Promises, builds long term loyal members by promptly and accurately processing members financial transactions and by identifying new/existing member's unique financial needs, suggesting appropriate products and services to meet those needs, opening new accounts, guiding members through the loan application process and assisting members with other needs as appropriate.
Essential Functions & Responsibilities:
40% Assists members with all of their membership and account needs including but not limited to deposits, withdrawals, loan payments, money orders, travelers checks, transfers, etc. as directed. Processes closed accounts, opens new memberships, Certificates, IRA's, Trust Accounts, consumer loans and other account maintenance to existing and new memberships.Accurately maintains and balances cash drawer and daily transactions, Promotes a needs based sales culture by effectively cross selling credit union products and services to meet each member's needs.
40% Assists new/existing members with their membership and account needs. Opens/closes memberships. Interviews member to determine their needs, suggests appropriate products and services, and opens deposit and savings accounts, certificates, IRA's, Trust Accounts, etc. Takes consumer loan applications and works with related support departments to best serve the member. Prepares related files/member documents, maintaining member confidentiality. Works to build the most loyal members in the nation.
15% Promptly responds to members requests, questions, and concerns by finding the appropriate solution. Collaborates and assists with other departments/branches to maintain unsurpassed service across all areas of the Credit Union.
5% Proactively performs other duties as needed or assigned. Assists with specific branch opening and closing duties.
Performance Measurements:
1. Supports and practices Rogue Credit Union's Vision, Mission, Values and Loyalty Culture. Utilizes the Service Promises with both internal and external members. Embraces the Credit Union's community involvement program in a positive and proactive manner. Provides consistent service that creates the most loyal members in the nation!
2. Successfully achieves credit union, team, and individual goals as outlined in the yearly Goals and Objectives document.
3. Possesses excellent verbal and written communication skills. Communicates effectively with internal staff and external members.
4. Maintains excellent knowledge of all Credit Union products, services, policies and procedures. Is able to explain the features and corresponding benefits of each.
5. Is productive ensuring all activities are carried out within the expected time frames. Is able to work independently, stays organized, and assists team by seeking additional work during slower periods of time.
6. Demonstrates quality of work, completing work accurately and thoroughly.
7. Assures compliance in all regulatory and procedural areas.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Excellent communications skills- verbal, written and listening. Needs based sales and referral ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail/quality. Good teamplayer. Strong computer and 10-key calculator skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more. Must posses and maintain a valid driver's license.
Work Environment: Normal workday with occasional overtime. Will require working Saturdays and a rotating, flexible schedule. Exposed to potentially hazardous conditions, i.e., robbery. Valid driver's license with the ability to drive or access alternative transportation. Travel to all Coast branches required.
Disclaimer:
Job descriptions are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7295.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Reports To: Branch Manager
Grade: 6 Classification: Non-Exempt
Supervises Direct: 0 Supervises Indirect: 0
Role:
This hybrid position combines being a Teller and a Member Service Representative (MSR). Using Rogue Credit Union's Service Promises, builds long term loyal members by promptly and accurately processing members financial transactions and by identifying new/existing member's unique financial needs, suggesting appropriate products and services to meet those needs, opening new accounts, guiding members through the loan application process and assisting members with other needs as appropriate.
Essential Functions & Responsibilities:
40% Assists members with all of their membership and account needs including but not limited to deposits, withdrawals, loan payments, money orders, travelers checks, transfers, etc. as directed. Processes closed accounts, opens new memberships, Certificates, IRA's, Trust Accounts, consumer loans and other account maintenance to existing and new memberships.Accurately maintains and balances cash drawer and daily transactions, Promotes a needs based sales culture by effectively cross selling credit union products and services to meet each member's needs.
40% Assists new/existing members with their membership and account needs. Opens/closes memberships. Interviews member to determine their needs, suggests appropriate products and services, and opens deposit and savings accounts, certificates, IRA's, Trust Accounts, etc. Takes consumer loan applications and works with related support departments to best serve the member. Prepares related files/member documents, maintaining member confidentiality. Works to build the most loyal members in the nation.
15% Promptly responds to members requests, questions, and concerns by finding the appropriate solution. Collaborates and assists with other departments/branches to maintain unsurpassed service across all areas of the Credit Union.
5% Proactively performs other duties as needed or assigned. Assists with specific branch opening and closing duties.
Performance Measurements:
1. Supports and practices Rogue Credit Union's Vision, Mission, Values and Loyalty Culture. Utilizes the Service Promises with both internal and external members. Embraces the Credit Union's community involvement program in a positive and proactive manner. Provides consistent service that creates the most loyal members in the nation!
2. Successfully achieves credit union, team, and individual goals as outlined in the yearly Goals and Objectives document.
3. Possesses excellent verbal and written communication skills. Communicates effectively with internal staff and external members.
4. Maintains excellent knowledge of all Credit Union products, services, policies and procedures. Is able to explain the features and corresponding benefits of each.
5. Is productive ensuring all activities are carried out within the expected time frames. Is able to work independently, stays organized, and assists team by seeking additional work during slower periods of time.
6. Demonstrates quality of work, completing work accurately and thoroughly.
7. Assures compliance in all regulatory and procedural areas.
Knowledge and Skills:
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Excellent communications skills- verbal, written and listening. Needs based sales and referral ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail/quality. Good teamplayer. Strong computer and 10-key calculator skills.
Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more. Must posses and maintain a valid driver's license.
Work Environment: Normal workday with occasional overtime. Will require working Saturdays and a rotating, flexible schedule. Exposed to potentially hazardous conditions, i.e., robbery. Valid driver's license with the ability to drive or access alternative transportation. Travel to all Coast branches required.
Disclaimer:
Job descriptions are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.
Note: Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.
Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, or are limited in the ability or unable to access or use this online application process and need an alternative method, please call (541) 622-7295.
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
