Member Representative I

The Member Representative I plays a crucial role in the Credit Union by handling a wide range of teller and member service responsibilities, including opening and closing accounts, assisting members with bookkeeping and digital services issues, and offering tailored financial solutions through various Credit Union products and services.

Requirements

• Solves problems and provides thoughtful solutions to members’ financial and digital needs.
• Keeps up to date on Credit Union regulations, policies, and procedures.
• Performs related clerical duties accurately.
• Attends meetings and training as required.
• Understands and exhibits operational responsibilities in regards to systems and equipment in the branches.
• Maintains cash balances in drawers/vaults accurately.
• Ensures member questions or problems are courteously and promptly resolved.
• Onboards members to self-service options.
• Provides follow-up as needed.
• Ensures good business relations exist with members.
• Follows established Values Based service goals.
• Provides excellent communication.
• Works at other locations as needed.
• Identifies and cross-sells appropriate deposit, loan, and digital products by assessing members’ financial needs and offering suitable products.
• Meets individual and Credit Union goals on a consistent basis.
• Actively and professionally cross-sells Credit Union services.
• Maintains and projects the Credit Union's professional reputation.
• Maintains privacy of member account information.
• Ensures that the work area is clean, secure, and well-maintained.
• Adheres to the Clean Desk Policy to ensure the security of the desk area.
• Good working relationships and coordination exist with area personnel and management.
• Appropriate assistance is provided to area staff as needed.
• The supervisor is appropriately informed of area activities and significant problems.