Member Experience Representative - Part-Time

Resource One Credit Union; Dallas (TX); On-site; USD 29,000 - 43,000; Full time

Job summary

Resource One Credit Union is seeking a Member Experience Representative to assist members and non-members with a range of administrative and financial transactions. The role includes processing routine banking activities and recommending suitable products based on the member’s financial goals.

Key duties involve greeting members, handling deposits and withdrawals, balancing cash, and maintaining product knowledge to support sales and service excellence.

Qualifications

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

Responsibilities

• Greet members professionally and assist with issues, questions and requests.
• Process member transactions (deposits, withdrawals, cashiers’ checks, money orders, loan payments) in person, by phone or mail.
• Balance and verify transactions and cash totals daily.
• Maintain knowledge of products and services; offer suitable options to members and potential members.
• Open and close computer terminal accounts daily.
• Examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Perform drive-up teller and night drop duties as assigned.
• Other duties as assigned.

Skills

Cash handling

Customer service

Communication skills

Mathematical skills

Microsoft Office

Problem solving

Discretion & confidentiality

Education

High school diploma or equivalent

Tools

10-key

Job 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.