Service Representative II

Universal 1 Credit Union; Beavercreek (OH); On-site; USD 30,000 - 40,000; Full time

Job summary

Universal 1 Credit Union in Beavercreek, Ohio, is looking for a dedicated member service representative. The role involves assisting members with transactions, promoting products and services, and ensuring excellent service aligned with U1 values.

The ideal candidate should have a high school diploma and at least 6 months of teller experience. Good communication skills and a professional appearance are essential. Join a customer-focused team committed to outstanding member service.

Qualifications

• 6 months of teller experience within a financial institution is required.
• 1 year of customer service experience is required.
• 1 year of experience in a financial institution is preferred.

Responsibilities

• Assist all members effectively and professionally.
• Support products and services, making appropriate referrals.
• Perform transactions and handle balancing.

Skills

Excellent communication and public relations skills

Ability to operate related computer applications and business equipment

Solid math and cash-handling abilities

Education

High school diploma or equivalent

Job description

POSITION PURPOSE

Responsible for assisting all members effectively and professionally. This includes upholding the U1 Values, product and services support, making appropriate referrals, performing transactions, handling balancing, and providing excellent member service.

QUALIFICATIONS

Education/Certification:

• High school diploma or equivalent.

Experience Required:

• 6 months of teller experience within a financial institution is required.
• 1 year of customer service experience is required.
• 1 year of experience in a financial institution is preferred.

Knowledge/Skills/Abilities:

• Excellent communication and public relations skills.
• Role model for other member service representatives.
• Professional appearance, dress, and attitude.
• Ability to operate related computer applications and business equipment.
• Solid math and cash-handling abilities.