Service Associate I - Libby

Park Side Financial Credit Union; Libby (MT); On-site; USD 21,000 - 25,000; Full time

Job summary

Park Side Financial Credit Union in Libby, MT is seeking a full-time Service Associate to greet members, handle routine transactions, and refer questions to the appropriate department. You will process deposits, withdrawals, loan payments, and card transactions with accuracy and courtesy.

The role emphasizes privacy, dependable attendance, teamwork, and a courteous, professional demeanor. Knowledge of banking products and basic computer skills help you serve members promptly while upholding Park

Qualifications

• High school education or equivalent.
• Previous customer service and/or cash handling experience preferred.
• Basic computer knowledge is preferred.
• Team environment experience preferred.

Responsibilities

• Receive and process member transactions (deposits, withdrawals, loan payments, wires).
• Assist members with card transactions, issuance, and review.
• Provide friendly, professional service and maintain records.
• Balance cash drawer in accordance with policy.
• Refer members to other departments for information.
• Maintain knowledge of products, services, and rates.

Skills

Customer service

Cash handling

Communication

Teamwork

Attention to detail

Education

High school diploma or equivalent

Tools

Banking software

POS systems

Job description

• Location 714 West 6th Street,Libby, MT, 59923,United States
• Job Category Financial Industry, Customer Service, Credit Unions
• Relocation Expense Covered No
• Employee Type FT Non-Exempt
• Required Degree High school
• Travel 25%
• Manage Others No

Contact information

• Name [e-mail]
• Phone [phone]

Description

A Service Associate establishes the first impression a member or guest has of the organization. The Service Associate's responsibilities include welcoming members and providing routine information concerning services. They will receive and process a variety of member financial transactions. Service Associate's also refer members to the other departments for specific information and service. The ability to assist members promptly, professionally, and accurately with their financial transactions as well as the ability to follow and accurately convey protocol are key to success in this position.

• Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; wire transfers; sells money orders, travel & gift cards to members; transfers amounts from member accounts as directed.
• Assist members with card transactions to include card issuance and transaction review.
• Provides friendly, professional, and personal service to all members and associates.
• Balances cash drawer in accordance with the over short policy.
• Accurately post transactions to member accounts and maintain member records.
• Troubleshoot and resolve internal and external inquiries in a timely, friendly, and accurate manner.
• Maintain knowledge of credit union products, services, and rates to better assist member needs.
• Proactively seek opportunities to identify needs for products or services that will provide benefits for members.
• Performs a variety of miscellaneous tasks including computer input, scanning, responding to emails and answering the telephone.
• May assist existing members with various account services and transactions by setting up Certificates of Deposit, converting accounts to Kasasa, adding existing accounts.
• Maintain a dependable record of attendance and timeliness.
• Maintain a professional work environment and businesslike appearance.
• Ensures appropriate records are maintained and required reports are prepared.
• Embodies the Park Side Pillars of Pride, Purpose, Professionalism and Passion.

Performance Metrics

• Processes member transactions accurately and efficiently while creating a welcoming impression and experience.
• Refers member and prospective member inquiries to the appropriate department.
• Has a strong record of balancing in accordance with credit union policy.
• Continuously alert for suspicious and fraudulent activities which could impact member accounts.
• Stays current with regulations, policy & procedures affecting the front line operations to protect the members and the credit union's assets.
• Stay vigilant for fraudulent activities and transactions and notify a member of management with any concerns or questions.
• Embodies the Park Side Pillars of Pride, Purpose, Professionalism and Passion.

Requirements

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
• Maintains confidentiality of all credit union and member activities.
• Work involves the ability to motivate and influence others.
• Fostering sound relationships with others is necessary.
• Must have ability to learn and proficiently use various software programs/platforms.

Qualifications

• A high school education or equivalent
• Previous customer service and/or cash handling experience preferred.
• Basic computer knowledge is preferred.
• Previous experience working in a team environment.

Hours

• This Service Associate position is full-time and will work approximately 35 hours a week, Monday-Friday between the hours of 8:30-5:30 pm. Schedule to be determined at time of hire.

This job description is not a complete statement of all duties and responsibilities comprising this position.

Summary

Say YES to Park Side Financial Credit Union.

Park Side Credit Union isn't just another financial institution. Our members are our owners. We come to work to have fun, build relationships with our members, and make a difference in their lives by serving their financial needs. Our entire staff has a commitment to excellence and lives a culture of YES.

Welcome to work each day with a commitment to be the best place for the people of Western Montana to get a loan and each position impacts that mission. By focusing on the foundational pillars of our company culture -pride, professionalism, passion & purpose-our employees are empowered to respond to any member's need.