Floating Member Service Representative II (Credit Union Teller)

Job Description

Job Description

Who We're Looking For:

We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will:

• Provide a world class member experience to both credit union members and co-workers through every interaction
• Demonstrate flexibility to assist teams where the greatest needs exist
• Strive to reach identified goals and objectives through individual initiative and collaborative team effort

What You'll Be Doing:

• Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed
• Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance
• Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services

Why Join Us:

• Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
• Benefits Include:
  • Paid time off in addition to paid federal holidays
  • Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
  • 401k match
  • Ongoing training opportunities
  • 8 hours of volunteer time with an organization important to you
  • Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program

Position Title: Floating Member Services Representative II (Credit Union Teller)

FLSA Status: Non-Exempt

Department: Retail Operations

EEO Code: Administrative Support Worker

Reports To: AVP Branch Manager

Grade: 6

Summary:

The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy.

In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model.

Essential Functions:

· Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more.

· Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly.

· Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.

· Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services.

· Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner.

· Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately.

· Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns.

· Must maintain reliable and predictable attendance

· All other duties as assigned

Qualifications:

· Education: A high school diploma or equivalent is required.

· Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred.

· Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism.

Physical Requirements:

This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs.

Work Environment:

· Professional banking environment.

BSA/Risk

Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks."

Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.