PERSONAL SERVICE REPRESENTATIVE -MIDDLEFIELD

7 17 Credit Union; Ohio; On-site; USD 19,000 - 28,000; Full time

Job summary

7 17 Credit Union in Middlefield, OH seeks a Personal Service Representative to greet members, handle deposits and withdrawals, and open/close accounts. You will guide members through loans and digital banking tools while maintaining confidentiality and accuracy.

The role blends teller and member services with a focus on service quality and relationship building. Bondability and potential Notary certification are required after hire.

Qualifications

• Minimum of 9 months of recent experience in a financial or customer service role.
• Proven ability to meet performance and service goals.
• Bondable; SAFE Act registration and Notary Public certification may be completed after hire.
• Limited local travel may be required.

Responsibilities

• Greet and assist members and visitors in a friendly, professional manner.
• Handle a variety of monetary transactions including deposits, withdrawals, check cashing, loan payments, and transfers.
• Open, maintain, and close consumer accounts (checking, savings, CDs, etc.).
• Educate members on online and mobile banking tools and other digital services.
• Protect member confidentiality and adhere to credit union policies and procedures.

Skills

Communication

Problem-solving

Time management

Attention to detail

Empathy

Education

HS diploma

Job description

PERSONAL SERVICE REPRESENTATIVE -MIDDLEFIELD# PERSONAL SERVICE REPRESENTATIVE -MIDDLEFIELDMiddlefield, OH 44062; Burton, OH 44021## Description**About the Role**As a **Personal Service Representative**, you’ll be the first point of contact for our members—welcoming them to the Credit Union, assisting with everyday transactions, and helping them find the financial solutions that best fit their needs. This position combines teller and member service functions, providing a full range of banking services with professionalism, enthusiasm, and care.---**What You’ll Do*** Greet and assist members and visitors in a friendly, professional manner.* Handle a variety of monetary transactions including deposits, withdrawals, check cashing, loan payments, and account transfers.* Open, maintain, and close consumer accounts (checking, savings, certificates, money markets, etc.).* Conduct consumer loan interviews, process and close loans, and disburse funds accurately.* Educate members on online and mobile banking tools and other digital services.* Protect member confidentiality and adhere to all credit union policies and procedures.* Proactively identify opportunities to recommend products and services that meet member needs.* Meet or exceed service, sales, and relationship-building goals.**Why Join 7 17 Credit Union?**You’ll be part of a member-focused, values-driven organization that believes in teamwork, respect, and community support. We offer a supportive work environment, opportunities for professional growth, and the chance to make a real impact in our members’ financial lives.---## Qualifications**What We’re Looking For****Education:** High school diploma or equivalent required.**Experience:*** Minimum of 9 months of recent experience in a financial or customer service role, such as teller, personal banker, or member service representative.* Proven ability to meet performance and service goals.**Skills & Abilities*** Strong communication, problem-solving, and time management skills.* Attention to detail and accuracy in a high-volume environment.* Professional appearance and demeanor.* Ability to multitask and navigate multiple computer systems.* Empathy, patience, and a genuine desire to help others.**Additional Requirements*** Must be bondable.* SAFE Act registration and Notary Public certification required (may be completed after hire).* Limited local travel may be required.**Work Environment & Physical Requirements**This role involves a combination of sitting, standing, and walking throughout the day, along with regular use of hands to operate tools, equipment, or technology. Occasional reaching, balancing, or crouching may be required.Employees should be able to lift up to 20 pounds multiple times per day. Good vision (close, distance, color, peripheral, and depth perception) is important for accuracy in this role.Work is generally performed indoors in a moderate-noise environment, with limited exposure to mechanical parts or outdoor conditions. Reasonable accommodations will be made to enable individuals with disabilities to perform essential job functions.