Member Service Representative I
Waterfront Credit Union
Region: Seattle, WA
Contact: Amanda Threlkeld or Sherrie Kunishige
Phone: (206) 622-8415
Fax: (206) 622-3981
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Responsible for providing prompt, professional, helpful, knowledgeable and courteous service to members and co-workers.
- In compliance with Credit Union marketing and service delivery goals, be knowledgeable of and offer credit union products and services, answer inquiries and provide information to members on all types of accounts, loans, and other credit union services either in person or by telephone.
- Perform cashier functions including balancing for the individual as well as the branch.
- Perform balancing functions for ATM, CTR and the Vault.
- Receiving and processing member service requests; identify, research, and correct member account discrepancies.
- Opening all types of new accounts and adding new services to existing accounts.
- Perform opening and closing procedures as required including all security checks
- Promote and maintain a positive image of Waterfront Credit Union at all times to all personnel, members and the community.
- Keep your supervisor informed in a timely manner of all operations, member service and product related concerns. Make suggestions, where appropriate, for product and service improvements.
- Provide Waterfront Investment Services referrals for members wishing more diversity in their investment portfolio.
Must fully understand credit union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and credit union staff. Maintain a professional appearance and demeanor.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
New employees will be required to demonstrate proficiency in performing the required responsibilities of their position within 60 days of employment or transfer.
Ability to read and comprehend complex instructions, short correspondence, and memos. Ability to write clear and concise correspondence. Ability to effectively present information in one-on-one and small group situations to members, and other employees of the organization.
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.
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. Ability to focus on details and to prioritize work.
OTHER SKILLS and ABILITIES:
- Ability to operate computer unit including input, output, and inquiry to member accounts and other account information required in the member service function.
- Ability to operate standard office equipment and tools, such as personal computer, postage machine, fax machine, telephones, photocopier, typewriter and scanner.
- Familiar with the differences in products and services offered by other financial institutions to those offered by the credit union.
- Ability to assist others in remote branch locations with the efficient handling of member needs, reviewing and checking work and assisting in the resolution of problems.
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, this employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee frequently is required to stand, walk, and reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl.
The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee occasionally works near moving mechanical parts and in outside weather conditions and is occasionally exposed to moderate cold and heat.
The noise level in the work environment is usually moderate.
The mental characteristics necessary to competently perform this job include the occasional need to be persuasive, use good judgment; and the continuous need to use auditory perception, memory, and reasoning ability.
We offer an excellent benefits package:
- Competitive wages
- 100% company paid health/dental/vision/life/disability insurance
- Paid holidays
- Paid sick leave and vacation
- 401K with 6% employer contribution. Employer will match additional 4% if employee contributes 5%.
EDUCATION and/or EXPERIENCE:
High school graduate or equivalent. Direct related work experience and/or accelerated training completion may be substituted for tenure requirements.