Temporary Member Services Representative
Core
Provide front-line member service, process transactions, and maintain account relationships for a credit union focused on economic justice.
Role type
Member Services Representative (Teller)
Builds
Member accounts, loan referrals, and branch growth
Domain
Financial Services / Credit Union
Deliverable
product features
Required skills
Cash handling, account maintenance, transaction processing, member inquiry resolution, regulatory compliance (BSA/AML), data entry
Preferred skills
Bilingual (English/Spanish), financial institution experience, teamwork
Technologies
New Solutions, Microsoft Excel, Word, Outlook
Responsibilities
Initiate and lead conversations to identify member needs, process share deposits and loan payments, disburse cash and checks, open new membership accounts, research and address member inquiries, promote credit union products, maintain base knowledge of consumer and mortgage loans, observe security controls to identify fraud, open and balance cash drawers daily, post and log deposits, perform outbound calls to members
Seniority
Entry-level, individual contributor