Member Services Rep - Oak Lawn, United States - HealthCare Associates Credit Union

HealthCare Associates Credit Union

Verified Company

Oak Lawn, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

Member Services Rep / Teller / Banker - Immediate Opening

No Previous Financial Experience Required
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_ 35 hour work week_:

_ 4 weeks of paid time off_:

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_ Federal holidays off_:

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_ No working nights _:

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_Opportunity for quarterly incentives_:

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_ Full benefits package_:

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_ 401K_

_ Details:
_

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members

About the Organization:

We are a full-service, credit union serving members of various Health Care organizations.

About the Position:

This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

Duties and Responsibilities:

_ Service_

Deliver service to both internal and external members that is in alignment with the credit union's Service Promises.
Meets all established sales and service goals.
Possess adequate product knowledge as measured by the annual product knowledge certification assessment

_ Process New Accounts_

Establish savings/membership accounts
Open checking accounts & order checks
Open money market accounts & order checks
Open subsequent savings, Christmas club, vacation club account

_ Maintain Membership Records_
_and Documentation_

Process name changes
Process address changes
Process payroll deduction changes
File membership cards and make sure all work is prepared for scanning
Process all account maintenance
Scan all required documentation consistently and in a timely manner

_ Respond to Members Needs, Inquiries and Requests_

Research account inquiries or discrepancies
Provide members with rates and account disclosure information
Suggest products and services to further benefit members' financial needs
Order check copies, plastics, pin number copies, statement copies, and reorder checks, etc.
Complete verification of deposit forms

_ Process Members Mailed In Transactions_

Post deposits to various share accounts
Post loan payments
Process VISA payments
Send receipts for mailed in deposits
Send withdrawal checks or close accounts per written requests

_ Process Members Walk In Transactions_

Post deposits to various share accounts
Post loan payments
Process VISA payments
Process cash and check withdrawal requests
Transfer funds between share account or from share to loan & VISA
Cash checks for members
Sell travelers checks and gift checks
Process cash advance requests on loans and HACU's VISA
Process wire transfer requests
Process stoppayments

_ Accurate Balancing_

Examine checks for endorsements, negotiability, and determine if funds extended hold needs to be placed
Verify transaction slip is completed accurately, assist member with completion if necessary
Complete transaction slip if one is not present with mail in transaction
Make sure all totals balance with computer teller balance totals (checks for deposit, withdrawal checks, and teller cash drawer if applicable)

Other

Adhere to other duties as assigned

Qualifications:

High school diploma or equivalent
Prior financial institution experience helpful, but not necessary
Ability to work cooperatively with other staff to maintain a team work environment
Ability to communicate well with the members as well as a strong desire to help the members with their financial needs

HACU is an Equal Opportunity Employer

This is an onsite position