Member Services Officer 2
On-siteSanta Maria, California, United States
Santa Maria, California, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Process banking transactions including deposits, withdrawals, transfers, and loan payments; open and close membership and share accounts. Prepare and process transaction requests via telephone and mail, manage stop payments, bank wires, and money orders. Resolve member inquiries, errors, and concerns while actively cross-selling products and services. Balance cash and coin accurately, assist members with forms, and train new employees. Maintain current knowledge of policies and procedures under branch manager supervision. Perform duties at various branch locations as assigned.
Required Qualifications
- Minimum one year of customer service and/or cash handling experience in a retail or banking environment
- Successful completion of core competencies certification
- Knowledge of branch operational activities and basic understanding of lending practices and policies
- Successful completion of Member Services Officer Level 2 certification
- Successful completion of pre-employment testing
- Ability to travel, attend, and participate in training and meetings at various locations
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