Member Service Representative 2
Company: Eagle Community Credit Union
Location: Garden Grove
Posted on: May 14, 2022
Job Description:
Job DescriptionSummary: Provides exemplary service to members by
accurately and efficiently handling their financial and
loan-related transactions in person or by phone, and by assisting
members to increase the profitability of their business
relationship with the credit union. To meet service and sales
goals."To embody the Credit Union's core values of Professionalism,
Integrity, and Engagement."ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties may be assigned.
- Opens and processes all transactions relating to new accounts,
certificates, and IRAs.
- Inputs member transaction requests for account data changes,
deposits, cash withdrawals, transfers, check withdrawals, loan
payments, travelers' checks, savings bonds, and money orders.
- Accurately answers member questions regarding credit union
products, services, and general credit union policies in a friendly
and courteous manner by phone or in person.
- Inputs loan applications follow up on loan decisions and fund
loans.
- Consistently balances to computer-generated totals within the
required timeframe.
- Follows credit union policies and procedures to protect the
credit union from exposure to loss or fraud.
- Meets or exceeds assigned performance standards and goals
pertaining to member utilization of credit union products and
services.SECONDARY DUTIES AND RESPONSIBILITIES
- Stays informed of credit union products, services, procedures,
new developments, and knowledge of the competition and their
products.
- Works to increase knowledge in sales and service, technical
skills, and professional development through available internal and
external resources.
- Demonstrates proficiency and ability of core competencies as
periodically required of the position.QUALIFICATIONS: To perform
this job successfully, an individual must be able to perform each
essential duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform essential functions.Education/Experience:
High school diploma or general education degree (GED); or six
months to one-year related experience and/or training or equivalent
combination of education and experience.Language Ability: Ability
to read and interpret documents such as safety rules, operating and
maintenance instructions, and procedure manuals. Ability to write
routine reports and correspondence. Ability to speak effectively
before groups of customers or employees of the organization.
Bilingual in Spanish preferred.Math Ability: Ability to add,
subtract, multiply, and divide into all units of measure, using
whole numbers, common fractions, and decimals. Ability to compute
rate, ratio, and percent and to draw and interpret bar
graphs.Reasoning Ability: Ability to solve practical problems and
deal with a variety of concrete variables in situations where only
limited standardization exists. Ability to interpret a variety of
instructions furnished in written, oral, diagram, or schedule
form.Computer Skills: 10 Key, Word, Excel, Outlook, and Internet.
Symitar knowledge preferred.Certificates and Licenses: No
certifications are needed.Supervisory Responsibilities: This job
has no supervisory responsibilities.WORK ENVIRONMENT: Reasonable
accommodations may be made to enable individuals with disabilities
to perform essential functions.
- Primarily in-door office work with quiet to a moderate noise
level.
- Occasional work outside the office.
- Travel requirements - occasional local travel.
- Special schedules - position required to work
Saturdays.Physical Demands: The physical demands described here are
representative of those that must be met by an employee to
successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with
disabilities to perform essential functions.
- The employee must occasionally lift and/or move up to 10
pounds.
- Specific vision abilities required by this job include close
vision.
- The employee is regularly required to talk or hear.
- The employee is regularly required to stand; walk; sit; use
hands to finger, handle, or feel and reach with hands and
arms.
- The employee is occasionally required to stoop, kneel, crouch,
or crawl.
Keywords: Eagle Community Credit Union, Garden Grove , Member Service Representative 2, Sales , Garden Grove, California
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