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Member Representative

Community Credit Union is hiring a Member Representative at its Lewiston branch.

Role:

  • To assist members with their financial transactions, and performing a variety of routine member transactions.

Essential Functions & Responsibilities:

  • Receives and processes member financial transactions, including deposits, withdrawals, cash checks and loan payments; sells money orders and corporate checks to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
  • Welcomes members and provides routine information concerning services and directs members to appropriate department for specific information and service.
  • Identifies cross-sell opportunities and cross-sell products/services to member; meets set goals.
  • Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
  • Other duties as assigned.

Performance Measurements:

  • To provide friendly, professional, personal service to all members.
  • To balance drawer on a daily basis and maintain over/shorts to be less than $100 gross in a year.
  • To maintain a dependable record of attendance and timeliness.
  • To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.
  • Examine checks for endorsement and negotiability.
  • Open communication with members and identify possible fraudulent or suspicious transactions; take appropriate action and file SAR referral as needed/deemed appropriate.
  • Maintain compliance with all set policies, procedures and regulations.
  • Adhere to the Service Standards and Employee Expectations set forth by the Credit Union.

Knowledge and Skills:

  • Experience – Six months to two years of similar or related experience.
  • Education – A high school education or GED.
  • Interpersonal Skills – Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.