Member Service Representative (Float)
Company: Service 1st Federal Credit Union
Posted on: May 16, 2022
- Float Position - Territory includes Montandon, Mifflinburg and
Lewisburg Branch Locations
- Full Time - 40 Hours Per Week
- Monday through Saturday Availability Required.Role: A Member
Service Representative's primary responsibility is to assist
members in meeting routine financial goals while exceeding their
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 member's financial needs and researching and
resolving member account questions and concerns.
Essential Functions & Responsibilities:40% - Receives and processes
member's financial transactions.30% - Cross-sells various deposit,
loan and convenience services appropriate to each individual
member.15% - Uses problem solving skills to research member account
questions and concerns.10% - Performs other daily, weekly and
monthly routine tasks.5% - Performs other duties as
- 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 cheques and VISA gift cards to members. Sorts incoming
mail and processes mail transactions including night deposit
- 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
- 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 proper 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
- Participate in training and professional development activities
to acquire and maintain standards established by the credit union.
This could including attending conferences, seminars and workshops
as directed by Management.Knowledge, Skills and
Abilities:Experience - One month to twelve months of similar or
related experience. Education - Requires a high school education or
GED. Interpersonal Skills - Requires well developed interpersonal
skills for communicating with members. Requires the ability to
operate a computer and basic mathematical skills (adding,
subtracting, multiplying and dividing).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.Powered by
Keywords: Service 1st Federal Credit Union, Reading , Member Service Representative (Float), Sales , Montandon, Pennsylvania
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