Service Representative

Uniwyo Federal Credit Union; Casper (WY); Sur place; USD 21 000 - 30 000; Plein temps

Résumé du poste

UniWyo Federal Credit Union is seeking a Service Representative at the Landmark Branch in Casper, WY. You will assist members, promote products, and handle a range of teller duties including deposits and payments. The role requires strong customer service, accuracy, and adherence to credit union policies.

Training and growth opportunities are provided within a collaborative team. The position is full-time, with a Monday–Friday schedule and occasional Saturday shifts, at the Landmark Branch in

Qualifications

• High school diploma or GED AND 1 year of relevant accounting, banking, service or related experience OR equivalent.
• Proficient in word processing and spreadsheet software.

Responsabilités

• Assist members visiting the credit union and promote products and services.
• Process deposits, loan payments, and teller transactions.
• Issue debit and prepaid cards and maintain cash drawer.
• Maintain member records and respond to inquiries in a timely manner.
• Support branch operations and comply with policies, AML, and BSA requirements.

Connaissances

Customer service

Communication

Problem solving

PC proficiency

Financial product knowledge

Formation

HS diploma or GED

Outils

Microsoft Word

Excel

Description du poste

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Service Representative

Operations Full Time Professional Landmark Branch, Casper, WY, US

Position: Service Representative

Starting Pay: $18.59, DOE

FLSA Status: Non-Exempt

Employment Status: Full Time

Schedule: Monday through Friday with occasional Saturday shift

Location: Landmark Branch, Casper

EXAMPLES OF DUTIES:

Receives, responds to and assists members visiting the credit union. Promotes and sells products and services in person. Establishes, maintains, and closes a variety of financial savings accounts within established boundaries. Issues debit cards and pre-paid cards. Enthusiastically promotes UniWyo products and services. Ensure Credit Union policies and procedures are adhered to. Assist in the development of new business by being familiar with all products and services, including associated rates and parameters.

Performs a variety of member transactions. Accepts deposits and loan payments. Assist members with withdrawals, cash advances, transfers, check cashing and check withdrawals. Balances assigned teller drawer on a daily basis. Assists with the security and monitoring of cash, money orders and confidentiality of members’ information. Understands member relationship management for the purposes of identifying potential sales opportunities for referral to the sales team. Responsible for the generation of a threshold number of product and service referrals.

Responds to member’s requests, concerns problems, and complaints regarding their accounts. Communicates and conveys information to members. Identifies member’s needs and directs them to appropriate departments. Responds to member’s questions in a timely fashion accurately and concisely.

Performs a combination of correspondence related functions. Compiles information and routes to appropriate departments. Prepares, updates, and maintains files. Enters data into electronic and/or manual recording systems. As required assists the Branch Manager. Responds to inquires made in writing, by phone and/or in person.

Assists with the training of new service representatives. Recommends changes to existing policies and procedures.

Responsible for compliance with the Bank Secrecy and Anti Money Laundering Acts including monitoring for such illegal activity as it applies to this position.

Performs other duties as assigned or required.

KNOWLEDGE, SKILLS, AND OTHER CHARACTERISTICS:

• Knowledge of applicable credit union rules, ordinances, codes, regulations, administrative orders, case law and other governing rules and regulations.
• Knowledge of the Credit Union’s policies and procedures.
• Knowledge of the principles of file and records management.
• Knowledge of the principles of customer service.
• Skill in assessing and prioritizing multiple tasks, projects and demands.
• Skill in working within deadlines to complete projects and assignments.
• Skill in assessing, analyzing, identifying, and recommending solutions to problems.
• Skill in establishing and maintaining effective working relations with co-workers, other UniWyo employees, representatives from other credit unions, general public and/or others having business with UniWyo.
• Skill in operating a personal computer utilizing a variety of software and operating systems/applications.

MINIMUM QUALIFICATIONS:

A high school diploma or GED AND one (1) year of relevant accounting, banking, service or closely related experience OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.

ADDITIONAL REQUIREMENTS:

• Must be proficient in word processing and current spreadsheet software.
• May be required to move and/or transport heavy, bulky supplies, materials and/or other items weighing up to 40 pounds.
• May be exposed to potential physical harm and infectious diseases.
• May be required to work outside the traditional work schedule.
• May be required to stand for extended periods of the day.

Notice of E-Verify Participation This organization participates in E-Verify. The employer will provide the federal government with the form I-9 information to confirm an employee's authorization to work in the U.S. Notice of Participation and the Department of Justice "Right Work" are available here and here .

Most communication will be done electronically. Please check email, including spam folders.