Member Service Representative

Family Credit Union; Pleasant Valley Township (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Family Credit Union in Pleasant Valley Township, IA seeks a Teller to handle member transactions, ensure confidentiality, and maintain accurate records. The role requires attention to detail, strong customer service, and the ability to cross-sell financial products.

The ideal candidate will be able to work a flexible schedule, including Saturdays, and have basic office skills with Microsoft Office. Bilingual abilities are a plus.

Qualifications

• High school diploma or equivalent required.
• Pre-employment credit/background screenings are required.
• Teller applicants must be able to work a flexible schedule, including Saturday.
• Experience with Microsoft Office (Word, Excel) is preferred.
• Bilingual/Spanish is a plus.

Responsibilities

• Ensure confidentiality of member accounts by requesting identification and sharing information only with authorized members.
• Perform member transactions including deposits, withdrawals, transfers, and loan payments.
• Accept and examine checks for endorsements; determine funds availability per policy.
• Cross-sell products and services to members.
• Process mail, ATM transactions, and night drop items.
• Maintain a satisfactory balancing record.
• Answer multi-line phone system; file, scan, and maintain member information in the system.
• Attend work regularly.

Skills

Teamwork

Interpersonal skills

Customer service

Money handling

Communication skills

Attention to detail

Decision making

Time management

Microsoft Office

Bilingual Spanish

Education

High school diploma or equivalent

Tools

Microsoft Office (Word, Excel)

Job description

Job Description

Duties & Responsibilities:

• Ensure confidentiality of member accounts by requesting identification whenever necessary and providing account information to only authorized members.
• Performing member transactions including deposits, withdrawals, transfers, check cashing, loan payments, etc.
• Accepting and examining checks for endorsements and negotiability. Determining availability of funds based on regulations and policy.
• Cross-sell products and services to new and existing credit union members.
• Processing of mail, ATM’s and night drop transactions.
• Maintain a satisfactory balancing record.
• Perform administrative duties including answering a multi-line phone system, filing, scanning, image research, professional correspondence with members and maintenance of member information on the computer system.
• Regular attendance.
• Other duties as assigned.

Competencies and skills: (Knowledge, skills, and abilities required to be successful in this position)

• Demonstrate teamwork in interactions with co-workers and in the completion of all duties and responsibilities.
• Strong interpersonal skills necessary to make a good first impression, relate to and empathize with others, and maintain a friendly, cheerful and courteous demeanor.
• Ability to be proactive with members and to relate to and empathize with others while maintaining a friendly and courteous demeanor.
• Excellent oral and written communication skills
• Strong relationship building, money handling, customer service and negotiation skills.
• Sound decision-making and ability to organize and prioritize own duties.
• Attention to detail and accuracy
• Ability to comply with the completion of assigned tasks and training.
• Education and experience required/preferred:
• High school diploma or equivalent required.
• Pre-employment credit/background screenings are required.
• Teller applicants must be able to work a flexible schedule, including Saturday.
• Experience with Microsoft Office (Word, Excel) is preferred.
• Previous banking experience preferred.
• Bilingual/Spanish is a plus.