Job Description

SUMMARY

Under the general supervision of the Branch Manager, 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 may 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.

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.

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 workday)

 

Frequently

(3 - 6 hours per workday)

 

Regularly

(more than 6 hours per workday) 

 

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.

This Job Description describes the essential responsibilities and qualifications of the position described.  It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job.

Monday - Thursday: 8:30 AM - 5:30 PM Friday: 8:30 AM - 6:30 PM 40 Hours per Week