Member Services Officer 1

CoastHills Credit Union; Santa Maria (CA); On-site; USD 40,000 - 52,000; Full time

Job summary

CoastHills Credit Union is seeking a Member Services Officer 1 to support members at a California branch. Under supervision, you will perform basic banking tasks, assist members with their needs, and actively cross-sell products and services.

You will promote a positive image of the Credit Union and may be assigned to other branches as needed. The role emphasizes accuracy in cash handling, timely response to member inquiries, and adherence to policies and procedures.

Qualifications

• Relevant customer service and/or cash handling experience in a retail or banking environment.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Completion of New Employee Training Program.

Responsibilities

• Perform banking transactions such as deposits, withdrawals, transfers, and loan payments.
• Explain, promote and cross-sell Credit Union services, products, programs, and investment opportunities.
• Assist members in completing forms and documents and respond to inquiries.
• Balance cash and coin accurately and maintain appropriate cash levels.
• Process money orders, cashier’s checks, and other services.

Skills

Customer service

Cash handling

Cross-selling

Cash balancing

Job description

Summary

Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential‐functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

• Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
• Prepares and processes transaction requests by telephone and mail.
• Prepares authorized account charges.
• Processes money orders, cashier’s checks, and other services.
• Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
• Proactively responds to members’ inquiries and requests using product knowledge.
• Assists members in completing forms and documents.
• Resolves errors and member concerns in a timely manner.
• Balances cash and coin accurately and maintains appropriate cash levels within limits.
• Remains current on knowledge of Credit Union policies, procedures, and services.
• Performs duties as assigned by management and may be assigned to work at any branch.

Qualifications

Education And Experience

Relevant customer service and/or cash handling experience in a retail or banking environment.

Certificates, Licenses and Registrations

None.

Knowledge

Within Six Months Of Employment

• Successful completion of core competencies certification.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
• Completion of New Employee Training Program.

Other Skills And Abilities

• Successful completion of pre-employment testing.
• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.

Affirmative Action/Eeo Statement

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.