PT Member Service Specialist - Riverside

To provide service to members involving the receipt and disbursement of funds. Promotes and cross sells Credit Union services. Ensures member satisfaction through courteous, accurate, and efficient service.

Duties and Responsibilities:

• Maintains a strong focus on helping each member achieve financial success.


• Ensure member experiences are always at or above our Eagle Service Standards.


• Behaves consistently with ICCU’s Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times.


• Be a positive influence on creating an upbeat and energetic team Culture.


• Performs a wide range of member generated transactions through a variety of channels and systems.


• Provides general information to members about Credit Union Services.


• Recognizes and develops opportunities to refer products and services to members and maintain acceptable levels of Game of Work Sales goals.


• Utilize resources to resolve member concerns on the first contact.


• Knowledge of and ability to balance vault, ATM, cash recycler, coin machine, Money Orders, Cashier’s Checks, VISA cash advances, gift cards, debit and credit card stock, daily deposit, and teller cash drawer.


• Process member wire transfers.


• Business account and merchant transaction processing.


• Branch cash and coin ordering and selling.


• Process member check orders.


• Create member and business member debit cards.


• Branch office supply ordering.


• Continuous focus on meeting all Net Promoter Score goals and Eagle Service Standards.


• Keep your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.


• Open and provide member access to safe deposit boxes according to procedure in applicable offices.


• Miscellaneous other duties, as assigned.

Qualifications:

A High School diploma or GED is required. Knowledge of Financial Institution federal regulations. Ability in math, 10 key calculator, and accurate cash handling. Excellent communication and people skills. Ability to always maintain the confidentiality of Credit Union and member records. Good knowledge of all Credit Union services. Ability to stand while working.

Performance Standard:

Ability to accurately process transactions, balance cash daily with minimal over/short situations. Good interpersonal relations and a cooperative and positive attitude towards members and staff. Ability to determine member needs and cross sell Credit Union services. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.

Physical Requirements:

• Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing,counting cash, etc.).


• Stand for extended periods of time.


• Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.


• Repetitive motion using wrists, hands, and fingers.


• Reach keyboards.


• Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.