Member Services Representative/Teller

Company: Heart O' Texas FCU
Location: Waco
Posted on: May 14, 2022

Job Description:

Job Description Member Service/Teller Summary: Under general supervision, provides counseling to new and existing members in regards to their various products, services and credit review offered by the Credit Union by performing the following duties. Reports directly to the Branch Manager. This position will be located at our L3 branch Tuesday, Thursday and Friday. Monday and Wednesday this position will be located at our Waco office. Duties and Responsibilities -- Assists and advises members in every aspect of service to the member, including opening new products and services. Assisting with debit/atm cards, closing of accounts, opening of additional share accounts, research of member accounts and issues, etc. -- Reviews members profile to ensure completeness and accuracy of information. -- Informs members of loan requirements and conditions affecting the granting of loans. -- Prepares and completes appropriate documentation for products and services requested by member and required by Credit Union. -- Ensures all forms and documents are properly signed and member understands debt responsibilities. -- Promotes new programs and distributes literature to interested members in services not currently being used in an effort to cross sell services. -- Contacts members via telephone or correspondence as frequently as necessary to meet and surpass goals for the credit union and to follow up on any service request and/or voicemails. -- Builds and maintains quality relations with members and increase the volume of sales and loans on a consistent basis through ongoing determination of member requirements. -- Operates business equipment to include but not limited to computers, calculators, typewriters and fax and copy machine. -- Takes ownership of any concern, issue and service for the member. -- Performs Teller functions when necessary or required -- Acts as Vault Teller when necessary or required -- Performs other related duties as assigned. 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 Language Ability: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Math Ability: 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 and to draw and interpret bar graphs. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Computer Skills: To perform this job successfully, an individual should have knowledge of Word, Excel and Outlook. Education/Experience: High school diploma or general education degree (GED); or equivalent combination of education and experience. Knowledge, Skills and Other Abilities: -- Ability to be organized and pay attention to details -- Accepts and follows directions well -- Ability to multi-task -- Ability to balance and make mathematical computations without error -- Ability to handle member correspondence regarding accounts both verbally and written -- Ability to interact in a courteous and professional manner with members and staff 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. While performing the duties of this job, the employee is regularly required to sit. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate. Company Description Mission Statement To be a premier financial institution providing life-long opportunities to our members and the communities we serve. Vision Statement Dedicated to meeting the members personal financial needs, providing superior financial services and being responsive to the needs of the communities we serve.

Keywords: Heart O' Texas FCU, Waco , Member Services Representative/Teller, Sales , Waco, Texas