Service Representative

UniWyo Credit Union; Laramie (WY); On-site; USD 29,000 - 42,000; Full time

Job summary

UniWyo Credit Union is seeking a member service professional to greet visitors, assist with accounts, and promote financial products. You will handle in-person transactions, cash handling, and card issuance, while maintaining confidentiality and policy compliance.

The role involves attention to detail, strong customer service, and sales activities aimed at referral to the sales team. Flexibility with schedule may be required in a community credit union environment.

Qualifications

• High school diploma or GED and 1 year of relevant accounting, banking, service or closely related experience.
• Proficient in word processing and current spreadsheet software.
• May be required to move and/or transport heavy items up to 40 pounds.
• May be exposed to potential physical harm and infectious diseases.
• May be required to work outside traditional schedules.
• May be required to stand for extended periods.

Responsibilities

• 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.
• Issues debit cards and pre-paid cards.
• Balances teller drawer daily and ensures accuracy of cash.
• Assists with training of new service representatives and shares knowledge.
• Responds to member questions, concerns and complaints in a timely and clear manner.
• Ensures compliance with Bank Secrecy and Anti Money Laundering rules.

Skills

Customer service

Cash handling

Sales skills

Communication

Time management

Problem solving

Teamwork

Attention to detail

Education

High school diploma or GED

Job description

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 availablehereandhere.

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