CO-OP MSR POSITION IS AVAILABLE TO STUDENTS CURRENTLY ENROLLED AT A LOCAL HIGH SCHOOL, IS A TEMPORARY POSITION, AND WILL END UPON GRADUATION FROM HIGH SCHOOL.
- Part Time – 10 to 12 Hours Per Week
- Monday through Saturday Availability Required
- Paid opportunity.
MEMBER SERVICE REPRESENTATIVE (CO-OP)’S PRIMARY RESPONSIBILITY IS TO ASSIST MEMBERS IN MEETING ROUTINE FINANCIAL GOALS WHILE EXCEEDING THE EXPECTATION FOR SERVICE. TO ACCOMPLISH THIS, MEMBER SERVICE REPRESENTATIVES ARE RESPONSIBLE FOR PERFORMING ROUTINE ACCOUNT TRANSACTIONS, CROSS-SELLING VARIOUS PRODUCTS AND SERVICES IN ORDER TO FULFILL THE MEMBERS FINANCIAL NEEDS AND RESEARCHING AND RESOLVING MEMBER ACCOUNT QUESTIONS AND CONCERNS.
MAJOR DUTIES AND RESPONSIBILITIES:
40% – RECEIVE AND PROCESS MEMBER FINANCIAL TRANSACTIONS.
30% – CROSS-SELL VARIOUS DEPOSIT, LOAN AND CONVENIENCE SERVICES APPROPRIATE TO EACH INDIVIDUAL MEMBER.
15% – USE PROBLEM SOLVING SKILLS TO RESEARCH MEMBER ACCOUNT QUESTIONS AND CONCERNS.
10% – PERFORM OTHER DAILY, WEEKLY AND MONTHLY ROUTINE TASKS.
5% – OTHER DUTIES AS ASSIGNED.
- Welcomes members and guests by name, provides routine information concerning services and directs members to the appropriate department for specific information and service. Overall, provides friendly, professional, accurate, personal service to all members.
- Completes member transactions including but not limited to deposits; withdrawals; transfers; loan and VISA payments; check cashing; ordering members checks; and direct deposits. Sells travelers checks and VISA gift cards to members. Sorts incoming mail and processes mail transactions including night deposit transactions.
- Fulfills the stated financial needs of members and through directed conversation uncovers the unstated financial needs of members. Cross-sells various deposit, loan and convenience services appropriate to each individual member in person as well as by mail and telephone.
- Completes routine tasks including but not limited to verifying and balancing a cash drawer; assists in verifying cash shipments and orders; and servicing the coin machine.
- Resolves member questions and concerns; researches account inquiries; and troubleshoots and replies to internal inquiries in a timely, friendly and accurate manner. Completes additional follow up as needed.
- Becomes familiar with and abides by policies, procedures and guidelines set forth by the credit union, e.g. Security; Bank Secrecy Act; Identity Theft and Red Flags; Cash Over/Short Guidelines; Check Cashing and Holds; Confidentiality; etc.
- Follows procedures for dual control.
- Performs a variety of miscellaneous tasks including typing, filing, computer input, answering the telephone before three rings and other duties as assigned.
- Maintains a dependable record of attendance and timeliness.
- Participate in training and professional development activities to acquire and maintain standards established by the credit union. This could include attending conferences, seminars and workshops directed by Management.
KNOWLEDGE AND SKILLS:
EDUCATION – MUST BE CURRENTLY ENROLLED AS A STUDENT AT A LOCAL HIGH SCHOOL.
EXPERIENCE – PRIOR EXPERIENCE IN A SALES OR SERVICE RELATED POSITION AND CASH HANDLING EXPERIENCE IS PREFERRED BUT NOT REQUIRED.
INTERPERSONAL SKILLS – REQUIRES WELL DEVELOPED INTERPERSONAL SKILLS FOR COMMUNICATING WITH MEMBERS.
OTHER SKILLS – REQUIRES THE ABILITY TO OPERATE A COMPUTER AND BASIC MATHEMATICAL SKILLS (ADDING, SUBTRACTING, MULTIPLYING AND DIVIDING).
PHYSICAL REQUIREMENTS –
- Requires the expression or exchanging of ideas by means of the spoken word to communicate with individuals in person and using the telephone.
- Requires the ability to perceive the nature of sounds at normal speaking levels with or without correction, and have the ability to receive detailed information through oral communication, including making fine discrimination in sound.
- Repetitive finger movements to perform typing or otherwise working with paper and electronic files and documents.
- Requires close visual acuity to prepare and analyze data and figures; view a computer screen; read and assess work quality.
WORK ENVIRONMENT – NOT SUBSTANTIALLY EXPOSED TO ADVERSE ENVIRONMENTAL CONDITIONS.
SERVICE 1ST FEDERAL CREDIT UNION PROVIDES EQUAL OPPORTUNITY WITHOUT REGARD TO SEX, GENDER IDENTITY, SEXUAL ORIENTATION, RACE, COLOR, RELIGIOUS CREED, NATIONAL ORIGIN, PHYSICAL OR MENTAL DISABILITY, PROTECTED VETERAN STATUS, OR ANY OTHER CHARACTERISTIC PROTECTED BY APPLICABLE LAW IN EMPLOYMENT AND IN OUR BUSINESS ACTIVITIES.