Job Description

Purpose:

Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members. Assist shared-branching members’ financial needs.

Duties and Responsibilities:

• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
•  Answering telephone calls to the credit union and providing assistance to members’ needs.
• Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
• May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
•  Respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
• Open new accounts, and service existing accounts. Set up new account files on our system, file new and closed account cards, and provide members with all necessary information for membership.
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check request, CD transactions, line of credit advances, stop payments, check holds, temporary checks, check orders, money orders, internet banking and any other requests received from members.
• Promote credit union products and services based on member’s needs.
• Process member mail transactions.
• Mail receipts and checks to members as indicated by policy and procedure.
• Research accounts for any discrepancies.
• Assist members in balancing their accounts.
• Assist members with direct deposit forms and information.