Member Experience Rep i (Full Time 40 hours) - Whitehall

Wright-Patt Credit Union; Whitehall (OH); On-site; USD 21,000 - 28,000; Full time

Job summary

Wright-Patt Credit Union in Whitehall is seeking a Member Experience Representative I to join our team at a new Member Center opening. You will deliver exceptional service while accurately processing a variety of cash transactions and member inquiries, helping members achieve their financial goals.

You will listen to members, identify opportunities, and refer appropriate products and services while following credit union policies and procedures.

Qualifications

• Provide extraordinary member service to all customers.
• Accurately process cash and inquiry transactions.
• Proactively refer products and services to meet needs.

Responsibilities

• Provide extraordinary member service and process transactions.
• Understand questions and offer appropriate referrals.
• Ensure policies and risk controls are followed.
• Balance cash drawer at start/end of shift.
• Perform miscellaneous duties such as end of day tasks and answering phones.

Skills

Customer service

Communication

Cash handling

Job description

Be part of the excitement for a NEW MEMBER CENTER opening at our upcoming location in Whitehall.

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%)