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  • Member Service Representative - Rutland - Heritage Family Credit Union

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    Description

    About the Role

    This retail service position provides World Class Member Service to credit union members and employees at our West Street Branch. We are looking for an individual who will serve members promptly while representing the credit union in a friendly, courteous, and professional manner.

    Key Responsibilities

    • Greet and welcome members in a friendly, professional, and timely manner to provide prompt, accurate, and efficient member service.
    • Maintain robust knowledge of services offered by the credit union to educate members and actively make recommendations to members for their benefit.
    • Maintain privacy and confidentiality of members information.
    • Complete routine cash and check transactions including but not limited to cashing and depositing checks, transferring money between member's accounts, completing deposits and withdrawals of cash.
    • Maintain up to date knowledge on applicable policies and procedures, and rules and regulations to meet compliance standards.
    • Maintain a balanced cash drawer and assist in balancing the vault and ATM/ITMs as requested.
    • Remain vigilant to possible fraud and safety concerns for the credit union, members, and employees.
    • Opening accounts.
    • Ordering debit cards.
    • Assisting members with name changes.

    Requirements

    • High school diploma or equivalent.
    • Ability to work cohesively in a fast-paced team environment.
    • Excellent verbal communication skills.
    • Ability to utilize various computer systems.
    • Attention to detail when handling cash, documents, and information.
    • Previous customer service and cash handling experience (preferred).

    Working Conditions

    This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Stretching breaks are recommended to avoid injury. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs.

    About Us

    We exist for SERVICE to our MEMBERS, EMPLOYEES, and COMMUNITIES through INTEGRITY, COMPASSION, and EDUCATION. Employees at our West Street branch are passionate about education and love educating their members about improving their financial wellbeing.


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Member service representative