Service Representative

UniWyo Credit Union; Cheyenne (WY); Presencial; USD 26 000 - 38 000; Tempo integral

Resumo da oferta

UniWyo Credit Union in Cheyenne, WY, is seeking a full-time teller to greet members, promote financial products, and handle daily cash transactions. The role emphasizes accuracy, compliance, and friendly service in a fast-paced branch environment.

Responsibilities include deposits, withdrawals, payments, and referrals to the sales team, with occasional Saturday shifts and a commitment to upholding credit union policies and procedures.

Qualificações

• High school diploma or GED plus one year of relevant experience or an equivalent combination of education and experience.
• Must be proficient in word processing and spreadsheet software.

Responsabilidades

• Greet and assist members visiting UniWyo Credit Union, promoting products and services.
• Handle deposits, loan payments, withdrawals, transfers, and check cashing.
• Balance teller drawer daily and safeguard cash and member information.
• Refer product and service opportunities to the sales team when appropriate.
• Assist in training new service representatives and support branch manager as needed.

Conhecimentos

Credit union rules

Customer service

Records management

Multitasking

PC proficiency

Formação académica

HS diploma or GED

Ferramentas

Word processing

Spreadsheet software

Descrição da oferta de emprego

Schedule:Monday through Friday, occasional Saturday shift

Location:Cheyenne

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.

EOE/ADA employer.

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