TruWest Credit Union

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Member Service Rep II - Branch

at TruWest Credit Union

Posted: 4/15/2019
Job Reference #: 19-0031
Categories: Customer Service

Job Description

Requisition Number
19-0031

Post Date
4/9/2019

Title
Member Service Rep II - Branch

City
Phoenix

State
AZ

Description
This position is responsible for assisting the membership with TruWest product, service and account information, and may be responsible for the daily operations of a satellite branch (if applicable). Responsible for assisting with the branch opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. Responsibilities include verifying information on deposit applications, approving/disapproving applications for service while assuring compliance with credit union policy and procedures. This position requires monitoring the daily activity, compiling and providing statistical reports at month end or as needed. Individual must also investigate and handle error resolution, maintain and balance a cash drawer as well as the daily balancing of all negotiable instruments and ATM’s. Individual must present a professional image at all times as well as have the ability to maintain a flexible schedule. Must provide spontaneous service excellence to members, employees and business associates; demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.

Qualifications:

Education:
Requires education associated with high school diploma. Passing of Certifications A - D of the TruAchievement Branch Program (if participating in this program), and some college in a related field is preferred.

Experience:
This job requires a minimum of one year Teller II or similar related experience.

Knowledge and Skills:
Individual must have displayed good sales and referral abilities. Requires advanced knowledge of TruWest products, services and account requirements in order to identify cross-selling opportunities, which will benefit the member. Individual must have knowledge of the credit unions policy and procedures as well as basic lending regulations. Must have the ability to perform math calculations with a high degree of accuracy, good attention to detail, and good knowledge of negotiable instrument elements. Must have intermediate to advanced knowledge of the TruWest computer system, advanced PC skills (including navigating within appropriate Web sites) and experience with office equipment such as 10-key calculator, PC keyboard, copy and fax machines. Individual must have good verbal and written communication skills, as well as strong customer service and interpersonal skills. Must be able to work with little or no supervision and complete tasks in a timely manner. Must project a professional image.



Requirements
Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.Identify member’s financial needs through profiling and promoting appropriate products and services to maximize cross-sale opportunities and maintain acceptable referral and sales levels (meeting established TruService Survey scores).
2.Participate in business develop activities such as promotions, visiting businesses with the Manager and New Employee Orientations, if applicable.
3.Understands negotiable instrument elements and can perform all teller transactions including ATM reconciliation, and cashiering and reconciliation.
4.Accurately complete and process product/service/loan applications for review and evaluation and interfacing with members in response to applications submitted.
5.Understands and can open all deposit accounts and accurately originate and book applicable loan products; completing necessary documentation for application processing as required by state and federal laws.
6.Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations.
7.A good understanding of Business Accounts, IRAs (including Ascensus) and other special accounts and the documents required during account opening.
8.Consistently educates members about their financial choices, by listening, asking about and understanding their needs - responding by recommending appropriate financial products/services. Provides consistent follow through.
9.Understands and can perform the duties of Membership Officer, Notary and Signature Guarantee transactions.
8. Follows credit union policy and procedure as they relate to Tellers and Member Service Representatives.
9. A good understanding of the TruSales (Solonis) System; including prompts, alerts, and othersales tools.
10.Source documents, checks and balance sheet are properly processed by following established procedures.
11.A good understanding of the electronic check process.


Application Instructions

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