Member Service Representative I - **Signing Bonus $1,000 & No Weekends**
Company: United States Senate Federal Credit Union
Posted on: November 22, 2021
In the Senate Community tradition of service, we strive to improve
the financial wellness of our members throughout all stages of life
by integrating sustainability and security into every financial
Culture Competencies: S.T.R.I.V.E
Maintains our members' and employees' trust by safeguarding their
financial data and information.
Values and respects everyone's abilities, opinions and feedback to
achieve trust, safety, and well-being in a friendly, welcoming and
cooperative environment. Actively devoted to our motto of 'better
Is honest, professional, authentic, and genuine in creating
relationships that are uncompromising and true to ethical
Generates new ideas, supports change, provides new efficient
solutions and solves problems creatively while balancing risk.
Under general supervision and in compliance with all federal and
state regulations and USSFCU policies and procedures, assists in
the daily activities involved in the operation of the retail
branch. Serves as an ambassador of USSFCU by espousing our 'Better
Together' philosophy in order to fulfil our purpose of helping our
members achieve financial success. Performs routine and complex
transactions which include cash handling in retail branches.
Possesses strong customer service skills, able to have professional
conversations with members. Develops relationships with members,
engages as a member advocate, actively listens, identifies member
needs and provides solutions. Is driven to meet or exceed
performance and branch sales and service goals. Responds to
questions and requests for information and maintains knowledge of
credit union products and services. Possesses a drive to succeed
professionally and grow with USSFCU.
Major Duties and Responsibilities:
Represents the Credit Union in a courteous, engaging, professional
manner and provides excellent member service to both external and
internal members. Is efficient, results driven, and accurate.
Understands the impact of their behavior and performance on USSFCU,
our members, potential members and teammates.
May be asked to assist at various branches should the need arise.
Ability to arrive to a branch earlier or later than normal business
hours to assist with tasks such as audits, ATM replenishment,
Must have the capability to work remotely from home.
Performs routine and complex member transactions. Completes all
transactions and processes accurately and efficiently. Avoids
exceptions and repeat errors. Accurately balances cash and checks
daily and assists with the daily balancing of the branch. May
assist with various branch tasks such as ordering currency,
reconciling various monetary instruments, servicing ATMs, verifying
cash, etc. Able to apply common sense understanding to carry out
detailed instructions and provide solutions.
Accurately tracks and records all required audit information on
required logs such as the monetary instrument log, instant issue
card log, etc. Understands required regulatory processes such as
CTRs and SARs and how and when to utilize them.
Able to navigate through multiple computer applications and
screens, while simultaneously engaging with members either in
person or by phone or other channels such as email. Performs file
maintenance and processes changes on member accounts, to include
but not limited to, address changes and name modifications. Able to
problem solve and find solutions.
Participates in training programs on opening new accounts (XA) and
loan products and services (LPQ). Completes training and retains
knowledge related to procedures for opening new memberships,
accounts and loans.
Understands and maintains knowledge of credit union services and
products. Also maintains a basic understanding of ancillary
products such as GAP, Warranty Services, etc. Works as part of the
branch team in meeting and exceeding sales and service goals.
As a member advocate, actively listens in order to offer referrals
for products and services based on the member's needs. Accurately
completes all related forms and procedures that may be required for
referrals of products and services. Understands and is able to
convey to members the appropriate rules and regulations related to
the member's products and services such as Member Privilege.
Works interactively and positively with other team members to
promote unity, communication and consistency of operations within
the branch and the organization as a whole. Actively participates
to help the team meet and exceed branch and organizational goals.
Is results driven, possesses a high sense of urgency, and is
self-motivated to succeed. Able to multitask and practices good
Assists other departments as necessary and works closely with other
departments in obtaining information for members or in ascertaining
necessary corrections for errors.
Maintains confidentiality of all member interactions, transactions
and documentation. Ensures that proper handling of documents occurs
to include proper logging of documents for storage and/or
destruction, filing, imaging and shredding.
Actively engages and participates in training, coaching sessions,
team meetings, group discussions and motivational/ promotional
activities with the organization. Ensures timely completion of all
assigned training. Strives to improve own personal performance.
Takes responsibility and ownership of actions and decisions. Is
dependable and adheres to assigned schedule.
Understands and complies with all applicable federal and state
regulations to include but not limited to Bank Secrecy Act, Reg.
CC, etc. Understands and complies with USSFCU policies and
Performs other duties as assigned.
Education: High school diploma or college degree.
Experience: 1+ years of relevant experience in financial or
customer service cash handling environment.
Skills: Ability to successfully complete new account and loan
training within 1 year of service.Ability to cross-sell products
and services; attention to detail; Experienced with basic PC
applications such as Word, Excel and Outlook; knowledge of Credit
Union policies and procedures with particular emphasis in teller
and member service areas preferred. Bilingual in Spanish a
Communication: Possesses excellent conversational, active listening
and interpersonal skills needed to build member relationships.
Possesses excellent written communication skills. Deals effectively
with members and all levels of staff.
Supervisory: None Required
Time in Service: None Required
Equal Opportunity Employer/Veterans/Disabled
An Equal Opportunity Employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, national
origin, or protected veteran status, and will not be discriminated
against on the basis of disability.
Keywords: United States Senate Federal Credit Union, Birmingham , Member Service Representative I - **Signing Bonus $1,000 & No Weekends**, Sales , Alexandria, Alabama
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