Member Service Representative I - South Kingstown, United States - People's Credit Union

Description

You Belong Here
People's Credit Union is built on the belief that members and employees should feel a sense of belonging.

Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally.

If you work here, you belong here.


Your Values Align With Ours
We hire employees whose core values match our own.

We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team.

Your Voice Is Heard
Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers.


Your Team Makes You Stronger
Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow.


Your Future Is Bright
We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization.


What we offer

• Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP
• 401(k) and Roth plan with a competitive employer match
• Robust Wellness Program
• Employee Recognition Program
• Fun, food, and events

Position Summary:

This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

Essential Responsibilities and Accountabilities:

Member Service

• Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines.
• Provides account servicing and maintenance.
• Demonstrates ownership of member requests, uses available resources to ensure timely followup and effective resolution.

Branch Operations

• Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC and Security.
• Contributes to daily operations of a branch and end of day branch balancing.
• Assists in the daily procedural balancing of Automated Teller Machines (ATMs).

Member Growth

• Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).
• Maintains proficiency and knowledge of various bank channels and services to include ATM/Debit Cards, Online Banking, Mobile banking, Bill Pay and other services.
• Ensures members are aware of all channels through education and in branch demonstration.
• Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.

Key Behavioral Competencies:

Experience Oriented

Demonstrates a consistently positive and constructive attitude. Listens to members, internal and external, with empathy and respect. Provides options, alternatives, and solutions to meet the member's and teammates' needs. Provides recommendations to manager to improve the internal and external member experience. Is authentic and transparent in all interactions.

Self-Accountability

Sets realistic goals and timeframes to achieve desired results; takes ownership and directs energies towards the completion of those goals.

Is honest, truthful, and straightforward.

Is fully responsible for the consequences of own actions and decisions, shows courage, is humble, and does not shift blame or focus for performance onto others.

Attention to Detail

Ensures accuracy in documentation and data; organizes and maintains an appropriate system of records, as necessary. Maintains high standards of accuracy despite pressing deadlines, considers excellence a fundamental priority.

Collaboration

Shares time, passion, and knowledge with others to ensure team success. Demonstrates awareness and respect of differences and appreciates and leverages the strength of others to accomplish goals. Listens to understand and respects the ideas of others even when differing from own. Promotes a high-trust, team-oriented environment within their workgroup and on projects that cross functional lines.


Knowledge and Skills:

• High School diploma or equivalent.
• At least six months cash handling and customer service experience.
• Good oral communication skills.
• Ability to operate standard office equipment (i.e. computer, telephone, calculator).
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to use basic math skills and spell accurately up to a high school graduate level.

ADA Requirements:

Physical Requirements

• Perform primarily sedenta