Teller/Member Service Representative SUN FEDERAL CREDIT UNION - Philadelphia, PA 19111 Sun Federal Credit Union is a progressive, member-owned financial cooperative that offers a professional work environment; excellent benefits package and exceptional educational and growth opportunities. We are looking for an enthusiastic, detail-oriented professionals with excellent communication, organizational and computer skills. Must be sales and service-oriented with cash handling and customer service experience. Some lending experience is desired. Visit us at SunFCU.org . Full-time position available. Applicants must be able to work all Philadelphia and Haverford branches. SUMMARY: Opens accounts and conduct financial transactions between member-owners and the Credit Union, handle routine member inquiries and problems and maintain favourable member and employee relations. The Member Service Representative works to improve the quality of life for each member by providing a personal and professional service relationship which results in a lifetime relationship. Demonstrates the “People Caring about People” mission of Sun Federal Credit Union in each member interaction. Goals for this position are excellent member relations, prompt friendly service, member education, transaction quality, transaction efficiency and teamwork. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Processes basic transactions for members including deposits, withdrawals, transfers and loan payments with accuracy. May acts as the Marketing Liaison and assists in executing the branch marketing plan and promotional initiatives. Member Service Expectations Promotes excellent member relations by consistently providing extraordinary member service with a friendly demeanor, can-do attitude, and willingness to help at all times. Ensures prompt, efficient and courteous service by providing professional, pleasant greetings, making eye contact and smiling. Has a developed rapport with the member base, greets/addresses members by name, have knowledge of account ownership, be responsive and timely with service, correspondence and problem resolution while always displaying a helpful and caring attitude. Maintains a position of trust and responsibility by keeping all member business confidential. Handles member situations/problems with sensitivity, tact and professionalism. Act with confidence by answering or finding the answers to member questions and finding solutions to member issues. Handles member inquiries/transactions over the phone. Answers the phone by the third ring, using the standard Sun Federal greeting. Gathers all relevant information and makes every effort to assist the member. If unable to help, transfers the member to the appropriate employee/department, relaying all information so the member does not have to repeat themselves. Acts as a Host in the Lobby. Greets members, assists them with completing transaction forms, serves coffee and refreshments, keeps lobby neat and refreshed, directs members to appropriate employees for assistance. Deepening Relationships Initiate conversations to uncover members’ financial service needs beyond the immediate transaction. Successfully educates and informs members of their product and service options and refers member to the appropriate person/department when necessary. Actively promotes Credit Union products and services so that each member maximizes their relationship with Sun Federal. Encourages members to use the cooperative to their full advantage . Consistently meets or exceeds SunLife goals by performing these consistent behaviors (Every Member, Every Time): Asks financial questions to engage the member in conversation. During a member transaction, takes the opportunity to recommend alternative products or services. Responds to clues from the member by recommending an appropriate product or service and explains what the product or service will do for them. When uncertain of what a member needs, asks for clarification. Recognizes opportunities and refers members to Loan Officer or Financial Manager for assistance. Interviews members and explains available products and services (including CMAs, Certificates, IRAs, HSAs, Member Business Services, etc.) and counsels them when necessary. Responds to member inquiry regarding the operation of accounts, access to services, adding service features and various accounts (that take a max of two minutes). Makes recommendations and refers members to more experienced employee when appropriate to deepen the member’s relationship. Functional Excellence Understands, retains and follows all Branch Operations policies and procedures . Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Examine checks for endorsements and to verify other information such as dates, financial institution information, identification of the persons receiving payments and the legality of the documents. Identify fraudulent activity to prevent potential losses to the member and credit union. Enter members transactions into computers with accuracy in order to record transactions. Issue computer-generated receipts. Obtain proper authorization from member for each transaction. Resolve problems or discrepancies concerning members accounts. Verifies and balances cash drawer daily with minimal cash variances, performing mid-day balance every day. Purchase working funds form from vault as needed within policy guidelines. Maintain a balancing record that is in line with policy; have the ability to find and correct outages, assist others with their errors and enlist help as needed for more difficult errors. Issue cashiers checks, money orders, certificates and opens Certificates and Cash Management Accounts (CMA). Handles the sale of savings bonds and process bond redemption. Place member check orders. Receive Treasury Tax and Loan payments. May issue safe deposit boxes, amusement park tickets, SEPTA passes, gift cards, etc. Processes incoming mail transactions and night drop using dual control per credit union procedures and sends receipt to member. Back Office Functions Check 21/Branch close: Throughout the day, batch checks verify they balance, complete credit ticket (indicating on-us check, transit item or foreign item), scan the item, verify the items were scanned properly, batch and record each item. Add batch totals, verify it to the branch close out and run final report. Responsible for completing the month end reconciliation to be submitted to the Accounting department. Coordinates the inventory records and ordering for offices supplies and Sun Federal brochures/forms. Responsible for daily balancing of the night drop, cash vault, replenishing MSR drawers with cash as needed and verifying cash orders as they are received. Balances, reconciles, remits to the vender, and/or maintains inventory of miscellaneous items which may include money orders, gift checks, postage stamps, amusement park tickets and safety deposit boxes. Other duties, projects, and assignments as assigned by the Branch Manager. Monster - 6 hours ago View job Save this job Apply from my computer Email this job to yourself or a friend: To email address:
Posted on: Wed, 03 Dec 2014 04:24:33 +0000
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