Member Experience Rep I (Full Time 40 hours) – Reynoldsburg

Wright-Patt Credit Union Inc.; Ohio; On-site; USD 26,000 - 38,000; Full time

Job summary

Wright-Patt Credit Union Inc. is seeking an entry-level Member Experience Representative I to deliver outstanding service and accurately handle a variety of cash transactions. You will proactively discuss products and services to meet members' financial needs and explain the credit union’s mission and offerings.

The role emphasizes accuracy, strong communication, and adherence to policies. Daily duties include processing transactions, assisting members, maintaining cash drawers, and performing

Qualifications

• High School Diploma or equivalent or 10 years' experience.
• Some post-secondary education preferred.
• Able to learn and apply software applications.
• Accurate keyboarding skills.
• Experience in a retail service environment with cash handling.

Responsibilities

• Provide extraordinary member service; accurately process cash, deposits, inquiries and other transactions.
• Listen to questions and guide members to appropriate products and services; refer when helpful.
• Follow policies, procedures and controls; report gaps to leadership to mitigate risk.
• Balance cash drawer at start/end of each workday.
• Perform miscellaneous duties such as end of day tasks, filing, answering phones.

Skills

Software applications

Typing / keyboarding

Retail cash handling

Customer service experience

Physical stamina

Education

High School Diploma or equivalent

Some post-secondary education

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.