Executive Assistant to the CEO

First Command Financial Services, Inc.; Norwood (OH); On-site; USD 2,066,000 - 2,617,000; Full time

Job summary

First Command Financial Services, Inc. is seeking a Member Experience Representative I to deliver exceptional service and accurately process cash and inquiry transactions.

The role involves engaging with members, making referrals, and adhering to policies while maintaining cash drawers and handling miscellaneous duties. Successful candidates will have a High School Diploma or equivalent, ability to learn banking software, and prior retail service exposure.

Qualifications

• Must have a High School Diploma or equivalent or ten years of related work experience.
• Some post-secondary education is preferred.
• Must be able to learn and apply a variety of software applications.
• Must have accurate keyboarding skills.
• Prior experience in a retail service environment to include cash handling and member service preferred.
• While performing the duties of this job, the partner is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
• The partner is frequently required to walk and sit. The partner is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
• The partner must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.

Responsibilities

• Provide extraordinary member service by being knowledgeable, engaging with members, and processing transactions accurately.
• Listen actively and identify appropriate referrals for products and services to save members time and money.
• Ensure policies and risk controls are followed and report gaps to leadership.
• Balance assigned cash drawer at end of each workday.
• Perform miscellaneous duties such as end of day activities, filing, answering phones, and maintaining supplies.

Skills

Customer service

Cash handling

Keyboarding

Banking software

Retail experience

Communication

Education

High School Diploma or equivalent (or 10 years experience)

Some post-secondary education preferred

Tools

Banking software

POS systems

Job description

**Member Experience Representatives I (MERs) deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. MERs proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. **

1. Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing transactions from night depository, etc. (60%)

2. Listen actively to fully understand and answer members' questions/concerns and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for members that will save members time, money and/or provide peace of mind. Look for ways to enhance members' relationships by building trust and confidence. (15%)

3. Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e., security, member identification, fraud prevention, etc.) Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (15%)

4. Balance assigned cash drawer during and at the end of each workday. (5%)

5. Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc. (5%)

Required Skills

1. Must have a High School Diploma or equivalent or ten (10) years equivalent work experience.

2. Some post-secondary education is preferred.

3. Must be able to learn and apply a variety of software applications.

4. Must have accurate keyboarding skills.

5. Prior experience in a retail service environment to include cash handling and member service preferred.

6. While performing the duties of this job, the partner is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.

7. The partner is frequently required to walk and sit. The partner is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.

8. The partner must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.

Required Experience

Qualifications:

1. Must have a High School Diploma or equivalent or ten (10) years equivalent work experience.

2. Some post-secondary education is preferred.

3. Must be able to learn and apply a variety of software applications.

4. Must have accurate keyboarding skills.

5. Prior experience in a retail service environment to include cash handling and member service preferred.

6. While performing the duties of this job, the partner is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.

7. The partner is frequently required to walk and sit. The partner is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.

8. The partner must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.