Service Representative (Float Team)

3Rivers Federal Credit Union; Richmond (IN); On-site; USD 22,000 - 33,000; Full time

Job summary

3Rivers Federal Credit Union is seeking a Service Representative in Richmond, IN. The role entails engaging members, conducting teller transactions accurately, and providing high-quality service to enhance member satisfaction.

Responsibilities include building rapport, resolving issues, and guiding members with informed referrals while maintaining confidentiality and adherence to policies. This onsite position supports a float team with a strong emphasis on accuracy and compliance.

Qualifications

• Excellent communication skills, both oral and written.
• Ability to gather and analyze data.
• Experience preferred with cash handling and clerical office work.
• Strong sales and service skills.
• Ability to operate basic office equipment and PC systems.
• Interpersonal skills to present the Credit Union positively.

Responsibilities

• Identify opportunities to service members through daily conversations and referrals.
• Provide professional service by building rapport and accuracy in every interaction.
• Assist in problem resolution and connect members with the team through effective communication.

Skills

Excellent communication

Data analysis

Cash handling

Sales & service

Interpersonal skills

Office equipment

Education

High school diploma

Sales experience preferred

Job description

Service Representative

Reports To: Branch Manager

Position Type: Non-Exempt

Location: Onsite, Float Team (Richmond, IN Area)

Manages: None

Pay Range: $16.05/hr - $23.95/hr

Note: Pay is dependent on skill and experience. The top of the range reflects candidates with 10+ years in similar positions with comparable responsibilities.

Position Summary

Identifies opportunities to service our membership through daily conversations and referrals. Executes elevated levels of professionalism by building rapport and emphasizing accuracy every day. Evaluates productivity by understanding the business impact of the results that are generated and the decisions that are made. Connects the membership with the 3Rivers team by assisting in problem resolution and using effective communication.

Position Requirements

• Ability to champion conversations and membership rapport by becoming a trusted resource for members and team members alike.
• Builds rapport by establishing trusting relationships with members and providing consistent high-quality service.
• Performs teller transactions on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification.
• Safeguards workstation by keeping drawer locked when away from terminal, maintaining the established limits of cash in drawer, and accurately counting cash in vault buys and sells.
• Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e. Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.).
• Ensures all Credit Union member information and transactions are kept confidential.

Work Environment

Normal

Knowledge Requirements

• Excellent communication skills (both oral and written)
• Ability to gather and analyze data.
• Experience preferred regarding cash handling (cashier) and clerical office work.
• Strong sales and service skills
• Ability to operate a computer, typewriter, phone, adding machine, and other office equipment.
• Interpersonal skills to present the Credit Union in a positive way during transactions.

Education & Experience

• High School diploma or equivalent
• College degree and/or sales experience, preferred

Core Values

Commitment- Be all in.

Consistency- Be all in EVERY DAY.

Innovation- Think (UYH) and ASK WHY.

Integrity- Do the RIGHT thing, not the easy or quick thing.

Quality - Do an OUTSTANDING job, don’t run out of GAS.

Trust- Hold trust and be trustworthy.

Value- Make members' lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to or think isn’t possible even if it’s not here (see integrity above); make them wiser; help them build wealth (beyond saving $)