Job Description

Job Description

Job Description

This Position:

This is a retail service position at our West Street Branch that provides World Class Member Service to both credit union members and employees. We are looking for an individual who will serve members promptly while representing the credit union in a friendly, courteous and professional manner.

Schedule: Full time. 40+ hours per week Monday - Friday and some Saturday mornings on a rotating basis

We offer a wide variety of benefits to support the wellbeing of our employees including reasonable and steady work schedules with paid holidays. We are proud of our Values in Action Program, Wellness Initiatives, Growth/Learning Opportunities, 401k, Volunteerism Pay program. We offer a generous benefits package, including health, dental, vision and more, for employees who work 24+ hours per week!

Benefits Include:

• Paid time off in addition to paid federal holidays
• Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
• 401k match & additional discretionary contribution
• Ongoing training opportunities
• 8 hours of volunteer time with an organization important to you
• Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)

Who We Need:

We exist for SERVICE to our MEMBERS, EMPLOYEES, and COMMUNITIES through INTEGRITY, COMPASSION and EDUCATION. Employees at our West Street branch are passionate about education. They love educating their members about improving their financial wellbeing. We are looking for a motivated, friendly, professional candidate who has the ability to work full time hours. This position works exclusively in branch, with a primary branch, and requires travel for training purposes and to assist at other branches as needed.

Position Title: Member Services Representative I

FLSA Status: Non-Exempt

Department : Retail Operations

EEO Code: Administrative Support

Reports To: AVP, Branch Manager

Grade: 5

Salary Range: $16.02-20.02/hour

Essential Functions and Basic Responsibilities:

• Greet and welcome members in a friendly, professional, and timely manner to provide prompt, accurate, and efficient member service
• Maintain robust knowledge of services offered by the credit union to educate members and actively make recommendations to members for their benefit
• Maintaining privacy and confidentiality of members information
• Complete routine cash and check transactions including but not limited to cashing and depositing checks, transferring money between member’s accounts, completing deposits and withdrawals of cash.
• Maintain up to date knowledge on applicable policies and procedures, and rules and regulations to meet compliance standards
• Maintain a balanced cash drawer and assist in balancing the vault and ATM/ITMs as requested
• Remain vigilant to possible fraud and safety concerns for the credit union, members, and employees
• Opening accounts
• Ordering debit cards
• Assisting members with name changes

Required Education and Job Competencies

• High school diploma or equivalent
• Ability to work cohesively in a fast-paced team environment
• Excellent verbal communication skills
• Ability to utilize various computer systems
• Attention to detail when handling cash, documents and information
• Previous customer service and cash handling experience (preferred)

Working Conditions/Environment:

This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Stretching breaks are recommended to avoid injury. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs.

BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks."

Equal Opportunity Employer : Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

This Job Ad is not a complete statement of all duties and responsibilities comprising this position. Heritage Family Credit Union reserves the right to revise or change the essential functions and employment standards as the need arises. This description does not constitute a written or implied contract of employment. E.O.E.

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