Member Services Specialist – Transactions & Growth

ALERO FINANCIAL CREDIT UNION; Sonoma (CA); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

401(k) match

PTO

Job summary

ALERO FINANCIAL CREDIT UNION is seeking a full-time MSR/teller to handle member transactions and assess financial needs across California branches. You will support the branch with delinquency controls, balance cash drawers, and assist customers with account services.

Responsibilities include processing new accounts, completing reports, handling mail and ATM transactions, and generating leads for business development.

Qualifications

• High school graduate.
• Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
• Excellent math, written and verbal communication skills.
• Limited travel may be necessary.
• Ability to travel to other branches as needed.

Responsibilities

• Perform all types of member financial transactions, including account maintenance.
• Follow all credit union policies and procedures.
• Process new accounts, verifying identity and eligibility.
• Reconcile and balance assigned cash drawer, reporting discrepancies.
• Assist with member in person/telephone inquiries and general questions regarding the credit union.
• Prepare and balance checks received.
• Process mail, night depository and ATM transactions.
• Scan correspondence, member files, loan files, etc.
• Perform new member welcome calls.
• Complete daily, weekly and monthly reports as assigned.
• Process check orders and/or plastic card orders.
• Assist in branch collection and negative shares process.
• Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
• Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union.
• Resolve member problems, obtain information, research records and follow up on details to resolve matters to members’ satisfaction.
• Assist Branch Manager in achieving corporate and branch goals and objectives.
• All other duties as assigned.

Skills

Cash handling experience

Math skills

Verbal communication

Written communication

Education

High school diploma

Job description

ALERO FINANCIAL CREDIT UNION is seeking a full-time MSR/teller to handle member transactions and assess financial needs across California branches. You will support the branch with delinquency controls, balance cash drawers, and assist customers with account services.

Responsibilities include processing new accounts, completing reports, handling mail and ATM transactions, and generating leads for business development.