Credit Union:

iQ Credit Union


Vancouver, WA



Job Description:

Essential Duties:

  • The Member Service Representative (MSR) provides exceptional service by responding to inquiries, solving basic problems, and providing solutions in our retail branch environment.
  • Acts as a resource to members, educating them on products and services which will improve their financial wellbeing.
  • Successfully cross-sell members on the features and benefits of Credit Union services.
  • Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals.
  • Actively participate in marketing campaigns and community events.
  • Be proactive by participating in an environment of respect and cohesive teamwork to ensure member loyalty and employee engagement.
  • Actively participate in monthly coaching and development planners to leverage talents and development opportunities.
  • Balance cash drawer at the end of the day.
  • Operate computer terminal to obtain and/or update member status and process member transactions, as appropriate.
  • Commit to and successfully execute on agreed upon action plans with your manager.
  • Actively support our service and sales environment within the branch based on our Vision, Mission and Operating Principles of the Credit Union and our Retail Service Level Agreement.
  • Support the Member Outreach strategy by actively participating in outbound calls to members.
  • Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, in night drop and by telephone.
  • Maintain a complete knowledge of compliance rules and regulations applicable to your position.  Compliance with all federal and state government laws.
  • Adhere to standard security procedures, including safe deposit security.  Attend all mandatory robbery and security training. Validate your robbery and bomb threat packets are always current.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Experience: One month to twelve months of similar or related experience.

Education: A high school education or GED