Customer / Member Services Representative-Personal Banker

Under the general supervision of the Branch Manager, performs a variety of administrative and clerical duties in support of the new accounts and consumer loan functions, in conformance with established policies and procedures. Provides members with quality service, open new accounts, input loans and perform all financial transactions.

RESPONSIBILITIES:

Meets the financial needs of new and existing members by counseling and educating them on Credit Union deposit products, loan products, and all services offered to members.

Opens new memberships and new accounts while adhering to established guidelines including compliance with the Patriots Act by processing member information through ChexSystems. Orders all electronic delivery products, debit cards, ATM cards, X-Tel, transfers, checks. Assists members in reconciling share draft accounts.

Open and close Share CD’s and assists with information regarding maturing CD’s. Responsible for opening IRA Accounts, processing documents and IRA transactions.

Assists members in selecting appropriate loan products and services, and provide score enhancements utilizing established guidelines to input and process loans by following the Loan Policy of the Credit Union.

Take appropriate and timely action as requested by the position to ensure commitments to members are fulfilled and that unresolved issues are escalated.

Demonstrates in depth knowledge of all products and services of the Credit Union. Actively cross sells and meets member needs. Participates and actively embraces our rewards-based lending program.

Performs all teller duties as needed, balance the daily work. Performs other job-related duties as assigned by the Branch Manager.