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Part Time Member Service Representative I (Teller)
First Source Federal Credit Union
New Hartford, NY, USA
Posted on Apr 19, 2024
FIRST SOURCE FEDERAL CREDIT UNION
POSITION DESCRIPTION
Position Title: Member Service Representative I
Department: Member Services
Reporting To: MSR Supervisor
This position is 25 hours per week including every Saturday.
Hours of operation:
Monday-Wednesday 9:00am-400pm
Thursday-Friday 9:00am-5:00pm
Saturday 9:00am-12:00pm
POSITION SUMMARY
The primary function of this position is to process member transactions in an efficient and accurate manner. To build long term relationships with members one transaction at a time through Member Service Standards. To partner with our FSRs to meet our Service Objective, “Putting you first by providing solutions to improve your financial life!” as they assist in educating our members of our products and services.
ESSENTIAL JOB FUNCTIONS
- Processes transactions, including all types of deposits, withdrawals, money orders, traveler’s checks, loan payments, mail transactions and cash advances. Verifies cash and endorsements, issues receipts, orders checks, and places stop payments on checks for members.
- Provides members with service and information in regard to the services offered by the credit union; researches and solves member questions, problems, and complaints.
- Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source.
- Total’s member transactions at the end of the day and completes proving report for departmental reporting; prepares and verifies night drop deposit. Maintains cash drawer with a high degree of accuracy.
- Assists with all operational duties, audits, and may shadow new MSRs as requested. Some duties may include the daily reconciling of ATM’s, CDM’s and Negotiables.
- Assist with Safe Deposit access and occasional Greeter Coverage.
- Maintains general working knowledge of products and services offered by the credit union and answers member questions in an informed, service driven, and courteous manner.
- With every transaction, responsible to build awareness of all products and services offered by the credit union.
- Meets referral goals as assigned.
- Required to participate in First Source Federal Credit Union events as well as designated Community events.
- Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy.
- Required to attend training sessions as appropriate.
- Required to travel as needed.
- Performs other duties as assigned.
UNIVERSAL BEHAVIORS
Knowledgeable and Experienced
- I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by:
- Looking for answers until I find them.
- Seeking opportunities to learn from others.
- Appreciating and respecting others views.
- Acknowledging mistakes and learning from them.
- Going out of my way to share my knowledge and experience.
Striving for Operational Consistencies
- I promise to make it easy for you through consistency, efficiency, and accuracy by:
- Doing it right the first time, being thorough and accurate.
- Taking pride and ownership in my work
- Making and keeping commitments.
- Continuing to look for better ways to do things and challenging the status quo.
Rewarding Work Environment
- I promise to show care, compassion, and respect toward everyone I interact with by:
- Being approachable and accessible to others.
- Creating a pleasant work environment for each other.
- Always asking what more I can do.
- Resolving differences promptly
- Recognizing the contributions of others.
- Embracing diversity in the workplace.
Committed to Member Service
- I promise to deliver exceptional member service by:
- Interacting with a natural and genuine friendliness.
- Being courteous and respectful.
- Creating a welcoming environment.
- Exceeding your expectations.
- Sharing the moment and finding common ground.
QUALIFICATIONS, SKILLS AND EXPERIENCE
- High School or equivalent or prior related experience
- Good communication skills
- Attention to detail
- Computer aptitude
- Professional appearance and ability to work flexible hours