Member Experience Representative - Part-Time

R1cu; Dallas (TX); Sur place; USD 28 000 - 36 000; Plein temps

Résumé du poste

Resource One is seeking a Member Experience Representative to assist members and non-members with banking transactions and to recommend products based on financial goals. The role emphasizes accuracy, discretion, and strong customer service in a credit union environment.

The position requires a high school diploma and 1+ years of cash handling experience, with prior banking or credit union familiarity preferred.

Qualifications

• High school diploma or equivalent.
• 1+ years cash handling experience.
• Prior banking/credit union experience preferred.

Responsabilités

• Greet members in a professional and courteous manner and assist them with all issues, questions and requests.
• Process member transactions, including deposits, withdrawals, cashier's checks, money orders, and loan payments in person, by telephone or mail.
• Balance and verifies transactions and cash totals on a daily basis
• Maintain knowledge of products and services and offer appropriate options to members and potential members.
• Open and close computer terminal accounts daily
• Examine documents for endorsement and negotiability.
• Detect discrepancies promptly.
• Perform drive-up teller and night drop functions as assigned.
• Other duties as assigned.

Connaissances

Excellent customer service

Mathematical ability

Communication skills

Multitasking

Microsoft Office

10-key

Discretion & confidentiality

Formation

High school diploma or equivalent

Outils

Microsoft Office

10-key numeric keypad

Description du poste

Description

The Member Experience Representative will assist members and non-members of the credit union with various administrative and financial transactions, and will be responsible for processing routine banking transactions and recommending products and services based on the member’s financial goals.

Role and Responsibilities

• Greet members in a professional and courteous manner and assist them with all issues, questions and requests.
• Process member transactions, including; deposits, withdrawals, cashiers’ checks, money orders, and loan payments in person, by telephone or mail.
• Balance and verifies transactions and cash totals on a daily basis
• Maintains a thorough working knowledge of the complete line of products and services and offers appropriate products and services to members and potential members.
• Opens and closes computer terminal accounts daily
• Examines documents for endorsement and negotiability.
• Detects and resolves discrepancies promptly.
• Performs drive-up teller and night drop functions as assigned.
• Other duties as assigned.

Requirements

• High school diploma or equivalent.
• 1+ years’ cash handling experience.
• Prior banking/credit union experience preferred.

Knowledge, Skills and Abilities

• Excellent mathematical and problem solving skills.
• Excellent written, listening and verbal communication skills.
• Excellent customer service skills.
• Ability to operate 10-key series.
• Ability to maintain discretion and confidentiality.
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficient in Microsoft computer applications.

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.
• Schedule for this position is Tuesday, Thursday, Friday, and Saturday

Equal Employment Opportunity Employer

Our credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.

Stronger leaders. Stronger coworkers. Stronger friends.