Member Service Representative II, Full-Time (West Allis)
On-siteWest Allis, Wisconsin, United States
Job Summary
Provide members with service on a variety of transactions, including processing deposits, withdrawals, loan payments, and check cashing over the counter, by phone, and by mail. Handle all monetary transactions and inquiries while cross-selling products and services. Assist with complex transactions, member issues, and transactional overrides, including opening sub accounts and issuing debit cards. Reconcile checks and cash drawers daily and perform daily cash advance balancing. Perform miscellaneous duties such as debit disputes, wire transfers, and safe deposit box management. Work Monday through Friday, 8:15 am until 6:15 pm, with Saturday coverage from 8:15 am until 1:15 pm.
Required Qualifications
- Successful completion of high school diploma or GED
- Minimum of 6 months experience in a credit union or other financial institution
- Ability to operate routine office equipment
- Typing at 35 words per minute minimum
- Demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy
- Thorough knowledge of Credit Union products and services offered to membership
- Demonstrated ability to cross-sell/refer such products and services effectively
- Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions
- Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff
- Professional, business-like appearance and manner
- Ability to maintain confidentiality
- Must be bondable
- Ability to complete all physical requirements of the job with or without a reasonable accommodation
- Ability to remain in a stationary position and occasionally move about the inside of the office and vault
- Ability to frequently move boxes weighing up to 50 pounds across the office for various needs
- Ability to communicate information and ideas so others will understand
- Ability to exchange accurate information in these situations
- Ability to remain in a stationary position while assisting members (majority of workday)
- Travel to different worksites is required at times
- Must have reliable transportation
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