POSITION: Member Service Representative – SIGN ON BONUS!
Welcome Federal Credit Union Zebulon Branch is looking for an energetic, high-performing, goal-oriented individual to actively assist in building financial relationships with members.
ESSENTIAL FUNCTIONS:
- Processes all requests from members including, but not limited to, transfers, loan payments, withdrawals, check requests, line of credit advances, and address changes.
- Communicates with members regarding transactions relating to their accounts (ex. overdrafts, Courtesy Pay, account closings, charges and fees, transfer of funds, pre-authorized drafts, direct deposit or payroll deduction, etc.)
- Responds to members’ concerns, problems, and complaints and/or direct them to the proper person for specific information and assistance. Assists members in reconciling their accounts.
- Processes loan payments and deposits. Cash checks and process withdrawals. Verifies amounts and examines checks for proper endorsement and negotiability. Recognizes currency characteristics and detects counterfeits.
- Cross-sells WFCU services by promoting and explaining programs to qualified members based on the members’ current situation and individual needs.
- Opens new accounts and services existing accounts in accordance with WFCU policies and procedures. Sets up new account files and provides members with all required information and disclosures.
- Balances Teller drawer daily including cash, checks, stamps, and tickets. Reports any discrepancies to the Branch Manager.
- Represents WFCU to members in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions.
KNOWLEDGE, SKILLS & ABILITIES:
- High School degree required; Associate’s degree preferred and a minimum of one year of work experience in a payroll/accounting/banking role, including data entry, customer service, and problem resolution.
- Previous cash-handling experience preferred.
- Computer proficiency and technical aptitude with knowledge of MS Office applications.
- Ability to articulate ideas clearly (both written and orally), listen accurately, and establish personal rapport with people from a variety of backgrounds.
- Ability to effectively multi-task in a fast-paced environment with attention to accuracy and detail.