positions_surprise

CAREERS

Job Title: Member Service Representative
Branch Location: Surprise
Hours Needed: Full-time
Salary Range: $10.58 - $13.22/hr

Description
SUMMARY:

Under supervision, and in accordance with existing procedures and systems, provides a variety of member service functions involving the receipting and/or disbursing of funds. (i.e. check, money order, traveller checks). Seeks opportunities to make referrals/cross-sell credit union products and services.

Work involves constant and direct dealing with credit union members and potential members, and requires the ability to accurately record information and communicate effectively. Work is performed on the front line and at the Drive-Through windows.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Supports the Mission Statement of the credit union; looks for opportunities to alert members and cross sell credit union products and services.
Provides one or more of the following services for members in person, by telephone or by mail:
Processes deposits to share, share draft, and other savings accounts.
Disburses cash or check withdrawals.
Provides travellers cheques, money orders, and visa cash advances.
Receives payroll deduction lists, compares, reconciles and posts.
Receives loan payments and service charge payments for services.
Process transfers between accounts.
Process automatic distribution forms, recording allotments according to member's request.
Operates on-line teller terminal and accurately records amounts received and prepares reports of transactions.
Opens and closes their Teller terminal daily, accounting for cash assigned, received, and disbursed. Accurately balances to teller terminal close report and remits daily work for disposition.
Performs such other duties as might be assigned from time to time, including but not limited to, check encoding, assist in ATM balancing, address changes, filing, answer telephones, process mail, and assist employees in other departments as needed.

SUPERVISORY RESPONSIBILITIES:

No requirement.

SERVICE STANDARDS:

Be prompt, smile and refer to the member/team member by name.
Respond in a timely manner.
Listen and make recommendations that will benefit the member/team member.
Be thorough and accurate.
Thank the member/team member.

PERFORMANCE STANDARDS:

A cooperative, positive attitude towards members and co-workers. Sound interpersonal skills. The ability to communicate effectively with members and co-workers in person and by telephone.
Meet the established standards for the volume and accuracy of transactions completed.
Meet accepted standards of knowledge regarding all applicable laws and regulations and all internal credit union policies.
Meet established standards for solicits/close ratios.

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.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED); plus six to twelve months related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS:

Ability to read, write and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to members, potential members and other employees of the organization.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.

REASONING ABILITY:

Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form. Ability to handle difficult situations, including irate members.

OTHER SKILLS and ABILITIES:

Ability to operate customary office machines such as photocopier, fax, adding machine, personal computer, typewriter, postage machine, check encoding machine, and check writer.

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 use hands to handle objects, tools, or controls; reach with hands and arms, talk or hear. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to stoop, kneel, or crawl.

The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

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.

MENTAL DEMANDS:

The mental characteristics necessary to competently perform this job include the need to be persuasive, able to compare and be alert, use judgment, and be patient.

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INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.