Member Service Representative

Yolo Federal Credit Union; West Sacramento (CA); On-site; USD 25,000 - 28,000; Full time

Job summary

Yolo Federal Credit Union is seeking a Member Service Representative for our West Sacramento Branch. The role focuses on delivering top-notch member service, handling teller duties, and promoting financial products to support the community.

The position requires a high school diploma or GED and at least one year of customer service experience, preferably in a credit union or financial setting. Regular attendance and a team-oriented mindset are essential.

Qualifications

• High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role.
• Prior working experience with a credit union or financial institution preferred.

Responsibilities

• Provide high quality member service by conducting teller transactions in an efficient and accurate manner.
• Acquire knowledge of products and services to aid members' financial success.
• Welcome walk-in members with a professional and courteous greeting.
• Receive and pay out currency, balance records, and participate in cross-sell opportunities.
• Balance currency, coin, and checks in cash drawer and adhere to cash balancing standards.
• Perform routine clerical tasks related to the teller function.
• Operate and maintain equipment such as coin sorter and ATM.
• Assist members with safe deposit boxes and ensure agreements are complete.
• Accept orders for checks, ATM/Debit cards, and electronic wires with complete forms.
• Conduct needs-based interviews to cross-sell appropriate products.

Skills

Customer service

Cash handling

Sales cross-sell

Teamwork

Communication

Education

High school diploma or GED

Job description

We are recruiting for a Member Service Representative (33.5, up to 40 hours per week) for our West Sacramento Branch. If you thrive on providing top-notch service, love helping your community, and enjoy teamwork, then we might be a great fit for each other.

Essential Duties and Responsibilities:

• Provide high quality member service by conducting teller transactions in an efficient and accurate manner.
• Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success.
• Welcome walk-in members with a professional and courteous greeting.
• Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed. Identify and act upon additional cross-sell opportunities.
• Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards. Maintain accurate records of transactions and account for all receipts and disbursements.
• Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests.
• Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM).
• Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy.
• Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete.
• Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services.

Regular and punctual attendance is an essential function of this position.

Requirements:

*Must be authorized to work in the United States. Must be located within 50 miles of Yolo County, CA or must be willing to relocate

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

High school diploma or general education degree (GED) required along with a minimum of one year experience in a customer service related role. Prior working experience with a credit union or financial institution preferred.

LANGUAGE SKILLS:

Ability to read and interpret documents such as operating policies and procedure manuals. Ability to comprehend instructions, correspondence, and memos. Ability to write basic correspondence and reports as well as effectively present information in one-on-one and small group situations to the public, members, and other employees.

MATHEMATICAL SKILLS:

Ability to effectively count currency and negotiable instruments and calculate figures and amounts such as discounts, interest, and percentages. Ability to apply concepts of basic algebra.

PHYSICAL DEMANDS:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.