Heritage Family Credit Union ยท 4 months ago
Floating Member Service Representative II (Credit Union Teller)
Ludlow, VT
Full-time
Onsite
Mid Level
$20.50/hr - $20.50/hrHeritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of their members. The Member Service Representative II role is responsible for providing a world class member experience through a variety of transactional duties, ensuring prompt and professional service while promoting credit union products and services.
CreditFinanceFinancial Services
Responsibilities
Performing work at our Rutland region branches, including Rutland-Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed
Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance
Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services
Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction
Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more
Perform other services such as wire transfers, fraud disputes, account maintenance and more
Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly
Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II
Proactively identify, promote, explain and cross-sell credit union products and services
Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more
Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner
Balancing a cash drawer at the end of each shift
Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced
Researching and resolving discrepancies to the supervisor or manager immediately
Establish and maintain effective coordination and working relationships with area personnel and with management
Keep the branch supervisor and manager informed of area activities of any significant problems or concerns
Qualification
Required
Provide a world class member experience to both credit union members and co-workers through every interaction
Demonstrate flexibility to assist teams where the greatest needs exist
Strive to reach identified goals and objectives through individual initiative and collaborative team effort
Performing work at our Rutland region branches, including Rutland-Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed
Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance
Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services
Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction
Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more
Perform other services such as wire transfers, fraud disputes, account maintenance and more
Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly
Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products
Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II
Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more
Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner
Balancing a cash drawer at the end of each shift
Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced
Researching and resolving discrepancies to the supervisor or manager immediately
Establish and maintain effective coordination and working relationships with area personnel and with management
Keep the branch supervisor and manager informed of area activities of any significant problems or concerns
Must maintain reliable
Benefits
Paid time off in addition to paid federal holidays
Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
401k match
Ongoing training opportunities
8 hours of volunteer time with an organization important to you
Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Company
Heritage Family Credit Union
Established in 1956, Heritage Family Credit Union (HFCU) is a member-owned, member-first, not-for-profit cooperative offering a full-range of financial services with locations serving Vermont, New Hampshire, New York, and Massachusetts.
Founded in 1956
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Gomez
President & CEO
Recent News
Vermont Business Magazine
2023-10-18
Company data provided by crunchbase