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Mobile Member Service Consultant Teller

Call Federal Credit Union

Richmond (VA)

On-site

USD 35,000 - 55,000

Full time

30+ days ago

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Job summary

Join a forward-thinking credit union as a member service representative, where you'll be the key link between our valued members and the services we provide. This dynamic role involves delivering exceptional customer service, processing transactions, and educating members on our diverse range of products. With a commitment to fostering a positive and engaging environment, you'll play a crucial part in enhancing member satisfaction and driving sales. Enjoy a flexible schedule and a supportive workplace that values your contributions. If you're self-motivated, detail-oriented, and ready to make a difference, this is the perfect opportunity for you!

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401K with Employer Contribution
Paid Community Service Time
Birthday Off with Pay
Parental Leave
Short-term Disability
Long-term Disability
Pet Insurance

Qualifications

  • Minimum 1 year of cash handling and retail experience required.
  • Excellent interpersonal skills and attention to detail are a must.

Responsibilities

  • Ensure exceptional service to members and promote credit union products.
  • Process transactions accurately and respond to member inquiries.

Skills

Cash Handling
Customer Service
Sales Skills
Interpersonal Skills
Attention to Detail

Education

High School Diploma or Equivalent

Job description

Position Summary: Serve as a liaison between the members and the credit union by accurately performing transactions, providing information and referring potential prospects to appropriate staff.

Essential Functions and Responsibilities:

  1. Ensure exceptional service to all external and internal members to foster and capture the credit union brand. Consistently delivering on our brand promise, vision and mission statements.
  2. Educate members regarding all Call Federal products and services in a consistent sales environment.
  3. Use knowledge of a specific product, service, or other assigned area of expertise to answer member inquiries via face-to-face, telephone, and/or email.
  4. Provide prompt, efficient, accurate information and basic teller transactions and adhere to Call Federal check cashing and deposit authority limits.
  5. Verify important information including endorsements, dates, and identification, to cash or deposit checks and pay out funds.
  6. Open accounts for existing members.
  7. Provide services such as Visa gift cards and Visa cash advances.
  8. Respond to member requests/problems/complaints and direct them to appropriate staff for additional assistance.
  9. Order all electronic/digital services.
  10. Accountability for all assets under your control, including cash drawer, if applicable.
  11. Process check imaging through branch capture daily.
  12. Assist members with all member service forms.
  13. Uncover opportunities for member engagement, via in-person or outbound sales calls to achieve sales goals.
  14. Advocate and demonstrate company brand.
  15. Travel to work and assist all branches.
  16. Other duties as assigned.

Qualifications:

  1. High school diploma or equivalent.
  2. Previous cash handling experience, minimum of a year.
  3. Previous retail experience, minimum of a year.
  4. Requires flexible schedule availability including evenings and weekends.
  5. Excellent interpersonal skills required.
  6. Self-motivated; can work independently, but also in a team environment.
  7. Takes initiative to proactively add value to the member and credit union.
  8. Positive and optimistic.
  9. Trustworthy and honest.
  10. Attention to detail a must.
  11. Acceptable background check; credit, criminal, and insurance verification.

Environmental Factors and Physical Requirements:

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have ordinary ambulatory skills sufficient to visit other locations, and the ability to stand, walk, stoop, kneel, crouch, and manipulate (lift, carry, move) light to medium weights of 1-25 pounds. Requires good hand-eye coordination, arm hand and finger dexterity, including ability to grasp, and visual acuity to use a keyboard, operate equipment, and read application information. The employee frequently is required to sit, reach with arms, talk and hear.

Location: Location will vary.

Hours: Monday - Thursday 8:45 am - 5:15 pm, Friday 8:45 am - 6:15 pm, Saturday 8:45 am - 12:15 pm.

Benefits: Medical Insurance, Dental Insurance, Vision Insurance, Voluntary Life, Pet Insurance, HSA/FSA/DCA, Accident Insurance, Critical Illness Insurance, 401K with generous employer contribution.

Company Paid Benefits Include: Group Life Insurance, Short-term Disability, Long-term Disability, HSA Employer Contribution and Matching, Employer Paid HRA, Parental Leave, 10 Paid Holidays, Birthday Off with Pay, Paid Community Service Time, PTO.

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