Basic Responsibilites

Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.

Our Core Values

The Member Service Representative I will be expected to act in a manner which is in accordance with Guardian Credit Union’s values:

• Relationships – We treat each other, our members, and our community with respect.
• Accountability – We hold ourselves to a higher standard.
• Teamwork – We work together to reach our goals.
• Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.
  
  

Essential Functions

• Represent the Credit Union to members in a friendly, positive, and professional manner. Provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
• Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.
• Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.
• Respond to members' requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.
• Check approval authority at manager’s discretion.
• Accurately reconcile checks and cash drawer daily.
  
  

Secondary Functions

• Perform miscellaneous duties (e.g., address changes, automatic transfers, and bond redemption).
• Perform daily cash advance balancing.
• Ensure that the branch is kept neat and clean on a consistent basis.
  
  

Skills And Abilities Required

Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to:

Successful completion of high school diploma or GED. A minimum of six months’ experience in cash handling and customer service.

Skills

• Ability to operate routine office equipment; typing at 35 words per minute minimum.
• Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
• Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
• Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
• Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
• Must present a professional, business-like appearance and manner.
• Must maintain confidentiality.
• Must be bondable.
  
  

Work Environment

While performing the duties of this job, the employee regularly works in an office/branch setting.

Physical Demands

• Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
• Frequently move boxes weighing up to 50 pounds across the office for various needs.
• Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Requires one to position self to maintain files in file cabinets.
• Must be able to remain in a stationary position while assisting members (majority of workday).
  
  

Travel

• Travel to different worksites is required at times.
• Must have reliable transportation.
  
  

Hours

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.