Member Service Representative I, II Job Title: Member Service Representative I, II Job Type: Part-Time, 30hrs. Plus Full Benefits Location: Citrus Heights, CA Job Description: We are proud to be an EEO/AA employer. We maintain a drug-free workplace. SUMMARY Responsible for providing members with quality service. Processes member transactions. Cross-sells credit union products and services that will benefit the members. ESSENTIAL DUTIES AND RESPONSIBILITIES • Develop and maintain positive member and staff relationships. • Provide transactional member service. - Greet all members pleasantly and by name. - Accept and process deposits, withdrawals and payments according to SAFE’s policies. - Process over the counter requests for cashier checks, money orders and travelers’ cheques - Thank members for their business. • Maintain individual cash drawer throughout the day. Balance drawer at the end of shift. • Initiate Sales/Service activities: - Develop personal sales/referral skills. - Achieve personal sales/referral goals. - Use tag-ons with every member interaction. - Assist in achievement of branch sales goals. - Refer members to the platform, Real Estate and SAFE Financial Services for assistance as appropriate. • Assist in the balancing of the branch. • Maintain files, complete regulatory reports, and assist with other duties as assigned. • Participate in self-development and training programs. • Acquire personal skills through ongoing internal/external programs. • Complete other duties as assigned. EDUCATION AND/OR EXPERIENCE High school diploma or general education degree (GED); and one year related experience and/or training; or equivalent combination of education and experience. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of members or employees of organization. MATHEMATICAL SKILLS Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. REASONING ABILITY Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. https://www5.recruitingcenter.net/Clients/safecu/PublicJobs/controller.cfm?jbaction=JobProfile&Job_Id=11169&esid=az
Posted on: Thu, 14 Aug 2014 00:54:48 +0000
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