Member Service Representative I

Meijer Credit Union; Grand Rapids (MI); On-site; USD 21,000 - 28,000; Full time

Job summary

Meijer Credit Union is seeking an approachable Member Service Representative I to help members with everyday financial transactions and deliver accurate, high-quality service. You will handle cash, process deposits and disbursements, and maintain precise records while upholding security and confidentiality.

You’ll work closely with the Branch and Operations Manager to ensure member needs are met and banking services are promoted when appropriate.

Qualifications

• High school diploma or GED required.
• Customer service and/or cash handling experience required.
• Courteous, tactful and diplomatic interaction with members.
• Proficient in Microsoft Office; ten-key calculator and keyboard by touch.
• Good communication skills are essential for in-person and phone contacts.
• Detail-oriented with numbers and names; accurate data entry and recordkeeping.
• Maintains regulatory and legal compliance in daily activities.

Responsibilities

• Assist members with daily financial transactions and cash handling.
• Accept deposits, verify accuracy of transactions, and issue receipts.
• Prepare and issue cashier’s checks, money orders, traveler’s checks, and related instruments.
• Record transactions and balance cash drawer at end of shift.
• Promote banking services to meet members’ needs.
• Maintain secure workspace and protect confidential records.
• Prepare funds for deposit or shipment to branches or Fed.

Skills

Customer service

Cash handling

Communication

Attention to detail

Microsoft Office

Ten-key calculator

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Description

Member Service Representative I

Member service Financial transactions Cash handling

Reports to: Branch and Operations Manager
Classification: Non-Exempt

About the Role

Help members with their everyday financial transactions while delivering accurate, quality service. As a Member Service Representative I, you will receive and disburse cash and other negotiable instruments, maintain accurate transaction records, and help meet members’ financial needs.

What You’ll Do

• Cash checks and disburse funds after verifying signatures and confirming sufficient funds for withdrawals.
• Accept deposits and confirm transaction accuracy.
• Prepare, verify, and issue cashier’s checks, bank and personal money orders, traveler’s checks, E bonds, and correspondent drafts.
• Record all transactions in the recordkeeping system and provide member receipts.
• Review checks for proper endorsements, dates, payee identification, bank names, and overall legality.
• Identify opportunities to promote banking services that meet members’ needs.
• Calculate daily transaction totals using appropriate technology and balance all cash drawer funds at the end of each shift.
• Accept and count daily inventories of cash, drafts, and traveler’s checks.
• Maintain a secure work area to protect negotiable instruments and confidential records.
• Prepare funds for deposit or shipment to branch banks or the Federal Reserve Bank.
• Order cash supplies to meet daily needs.
• Perform other related duties as assigned.

Requirements

• A high school education or GED
• Customer service experience and/or cash handling experience
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Competency in Microsoft Office applications, ten key calculator and computer keyboard by touch.
• Good communication skills.
• Must be good with detail to deal with numbers and names accurately.
• High level of customer service skills both in person and on the phone.
• Ensure compliance with all regulatory and legal requirements.