Job Description

Under the general supervision of the Branch Manager at the assigned location, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services and solutions.  Promotes and maintains a positive image of the Credit Union.

 

ESSENTIAL FUNCTIONS  

 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position.  It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position.  Other duties may be assigned to meet business needs.

_ _

• Provides services to members by performing banking transactions such as deposits, withdrawals, transfers and loan payments as directed by the Office Procedures Manual (OPM).
• Prepares and processes transaction requests by telephone and mail.
• Prepares authorized account charges.
• Processes money orders, cashier’s checks and other services.
• Actively explains, promotes and cross-sells Credit Union services, products, programs and investment opportunities.
• Proactively responds to members’ inquiries and requests using product knowledge.
• Assists members in completing forms and documents.
• Resolves errors and member concerns in a timely manner.
• Balances cash and coin accurately and maintains appropriate cash levels within limits.
• Remains current on knowledge of Credit Union policies, procedures and services.
• Performs duties as assigned by management and will be assigned to work at any branch.

 

COMPETENCIES

 

• Communication
• Member Service Orientation
• Quality/Quantity
• Job Knowledge
• Judgment
• Self-Management

 

QUALIFICATIONS

 The requirements listed below are representative of the knowledge, skill, and/or ability required.

 

_EDUCATION AND EXPERIENCE _

• Relevant customer service and/or cash handling experience in a retail or banking environment.

 

CERTIFICATES, LICENSES AND REGISTRATIONS

• None.

 

KNOWLEDGE

WITHIN SIX MONTHS OF EMPLOYMENT:         

• Successful completion of core competencies certification.
• Knowledge of branch operational activities and basic understanding of lending practices and policies.
• Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
• Completion of New Employee Training Program.

 

OTHER SKILLS AND ABILITIES

• Successful completion of pre-employment testing.
• Ability to be bonded.
• Operates a variety of office equipment and machines.
• Ability to travel, attend, and participate in training and meetings at various locations.
• Has access to reliable transportation to report to any branch location in a timely manner.

 

PHYSICAL REQUIREMENTS

 The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.   Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

 

While performing the essential functions of this job, the employee:

 

Occasionally

(up to 3 hours per work day)

 

Frequently

(3 - 6 hours per work day)

 

Regularly

(more than 6 hours per work day) 

 

Sits

 

 

 

 

 

                   X

 

Stands

 

 

 

X

 

 

 

Walks

 

X

 

 

 

 

 

Bends neck or waist

 

X

 

 

 

 

 

Twists neck or waist

 

X

 

 

 

 

 

Stoops or kneels

 

X

 

 

 

 

 

Uses hands to finger, handle or grasp

 

 

 

 

 

                   X

 

Repetitively uses fingers

 

 

 

 

 

                   X

 

Reaches, pulls or pushes below shoulder level

 

X

 

                   

 

 

 

Reaches, pulls or pushes above shoulder level

 

X

 

 

 

 

Lifts and carries

 

11 to 25 pounds

 

 

 

                   Up to 10 pounds

 

Talks 

 

 

 

 

 

                   X

 

Hears

 

 

 

 

 

                   X

 

Sees

 

 

 

 

 

                   X

 

Drives a vehicle

 

X

 

                   

 

 

 

WORK ENVIRONMENT

 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.   Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

 

 

Working Condition:

The worker is not substantially exposed to adverse environmental conditions.

 

Mobility

 

Moderate

 

Noise Level

 

Moderate

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills Credit Union is an Equal Opportunity/Affirmative Action Employer.   All qualified applicants will receive consideration for employment, without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.