Member Service Consultant I

Role:

Assist members in a professional, friendly, and courteous manner while accurately processing transactions involving the receipt and disbursement of funds, both cash and checks resulting in proper daily balancing. Consult with members to identify and cross offer products and services that meet the member's financial needs.

Essential Functions & Responsibilities:

• Expeditiously greet members in a courteous and professional manner and provide routine information concerning services.


• Accurately receive and process member financial transactions, including deposits, withdrawals, and loan payments; sell negotiable instruments; transfer amounts from member accounts as directed and maintain member records.


• Educate and cross-offer credit union products/services that most benefit the individual member. Maintain a standard referral rate set forth by credit union business plan.


• Balance cash drawer and daily transactions to maintain required 90% balancing ratio set forth by credit union business plan.


• Perform a variety of miscellaneous tasks including but not limited to monthly reports and computer input.


• Perform other duties as assigned.

Performance Measurements:

1. Maintain privacy of member account information.


2. Provide courteous, professional, personal service to all internal and external members.


3. Accurately balance cash drawer each day.


4. Strive for posting accuracy to be measured in employee performance evaluations.


5. Troubleshoot and resolve member and internal inquiries in a timely, courteous and accurate manner.


6. Complete required annual training and adhere to all security procedures and regulatory guidelines included in Regulation CC, Bank Secrecy Act and IT Security.


7. Knowledgeable of various accounts and services to consult with members, cross-offer other services and refer members to the proper staff person as needed.


8. Participate in continuing education through training programs as assigned.

Interpersonal Skills:

• Courtesy, tact, and diplomacy are essential elements of the job.


• Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.


• Strong listening, verbal and written communication and technology skills are required.

Other Skills:

1. Good computer and keyboarding skills.


2. Attentiveness to detail in dealing with numbers and names.


3. Ability to multi-task, adjust to change, and to make decisions which are consistent with credit union policy, but have the ability to use discernment and good judgment when making exceptions without compromising our mission and core values.


4. Ability to recognize and act upon sales opportunities.


5. Initiative.


6. A strong commitment to continued education.


7. Remain calm in high activity conditions, team oriented.

Physical Requirements:

Ability to lift 25 pounds.