Member Service Representative I, II, and III

Tucoemas Federal Credit Union; Visalia (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Paylocity is seeking a Member Service Representative to join our team, providing excellent service across branch locations. The role involves processing teller transactions, handling cash, and greeting members while promoting credit union products.

Travel to cover other branches may be required. Eligibility includes a high school diploma and strong communication skills; experience in hospitality and fluency in Spanish are advantageous.

Qualifications

• Minimum one year of hospitality experience.
• Strong communication skills required.
• Spanish language ability is a plus.

Responsibilities

• Accurately process teller transactions and deposits.
• Provide exceptional member service and support across locations.
• Balance cash and verify against system totals at end of shift.
• Assist in branch member service programs and greet members.
• Resolve routine issues and escalate complex ones as needed.

Skills

Hospitality experience

Excellent communication

Spanish (bonus)

Travel availability

Education

High school diploma or equivalent

Job description

Description

A Member Service Representative works with their team to provide awesome daily service to our members. Their job is not limited to one station or even one branch; they provide member support and coverage to the credit union. The key elements that make up a Tucoemas Member Service Rep I are:

• Live out our Core Values with every member and team member in every interaction.
• a) Stop doing stupid things.
• b) Be the sunshine today.
• c) Be Awesome.
• d) It takes a village.
• e) Sweep your own doorstep.
• f) Champion in the arena.
• Accurately process teller transactions, such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
• Provides exceptional member service to all members
• The ability to work at any location as needed.
• Takes an active role in branch member service programs by greeting all members, learning their names, and meeting their banking needs by introducing credit union products and services.
• Goes the 'extra mile' to build trust relationships, customer loyalty, and satisfaction.
• Supports the branch team to achieve service and benchmark goals.
• Participates in all assigned employee development programs in support of the Credit Union’s commitment to our values and mission.
• Resolves routine issues and directs complex issues to the appropriate management staff member.
• Balances currency, coins, and checks in cash at the end of shift and compares totaled amounts with data displayed on the core processing system; secures cash.
• Performs other duties and projects as assigned.
• Able to meet branch transaction and service benchmarks through goal attainment.

Requirements

• High school degree or equivalent.
• Ability to be Bonded
• Minimum of one year of Hospitality Experience
• Ability to work Monday-Saturday between the hours of 8:30-6:15 at all branch locations.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards.
• Self-motivated and excellent communication skills
• Able to travel to cover other branches for training or staffing as needed.
• Prior banking and/or credit union experience is preferred.
• Experience with the core platform Jack Henry is preferred.
• Fluency in Spanish is a plus.
• Cash Handling experience is a plus.
• Ensures compliance with all safety, security, and compliance programs, including but not limited to BSA, AML, OFAC, Branch Security, and Safety.