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Polish & Slavic Federal Credit Union · 5 months ago

Member Services Representative

New Britain, Connecticut, United States

Full-time

Onsite

Entry Level

$20/hr - $22.26/hr

1+ years exp

Polish & Slavic Federal Credit Union is committed to supporting their employees’ overall wellbeing by providing valuable benefits. They are seeking a Member Services Representative to provide courteous and professional service to credit union members, assist with account transactions, and promote credit union products and services.

BankingFinancial ServicesNon Profit

Responsibilities

Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient and accurate service

Develop and maintain an understanding of the Credit Union philosophy, organization, bylaws and operational procedures

Provide general and specific service-related information concerning Credit Union products, services or policies, in person and /or by telephone

Respond to members’ requests, problems, and complaints, and/or direct members to the proper person/department for specific information and assistance

Responsible for appropriate handling of member mail and incoming documentation as well as other incoming mail

Develop good relationships with PSFCU vendors

Attend, represent and actively participate in PSFCU community events as well as actively participating in branch sponsored events

As per PSFCU Policy and Procedures perform routine transactions, including but not limited to: opening/closing accounts and shares; accepting wire transfer requests-domestic and international; performing change of address, issuing temporary checks; performing Harland Clarke share drafts orders; processing ATM card and Debit card requests; handling and processing IRA accounts; handling and processing Share Certificates of Deposits; handling and processing Club accounts; direct deposit of Social Security and payroll checks to members accounts; processing lost passbook requests; performing Chex Systems checks; set up and provide access to On-Line Banking, Mobile Banking

Service existing accounts; set up new accounts files and provide members with all necessary information and assistance

Provide members with information regarding consumer loans, business loans, and VISA cards and appropriately align the right loan product for the member’s financing need

Assist members in the completion of the loan application (real estate loans excluded) and all associated forms

Accept and process loan applications of all types (real estate loans excluded); review documentation for accuracy; and request all necessary documentation required to complete the loan application

Notify members by phone or mail that their checkbooks are ready for pickup at the branch

Conduct orientation interview on Credit Union services and programs with each new Credit Union member

Effectively offer Credit Union products and services through the practice of established sales and service techniques

Post dividends prior to the end of the month for all closed member accounts

Perform all functions of Teller when business needs dictate

Maintain extensive knowledge of all products and services

Monitor changes in interest rates and effectively communicate pricing to members

Maintain superior knowledge and full understanding of consumer loan products

Act as a Safe Deposit Box Attendant, responsible for handling box rentals, providing access to the vault area and related functions

Perform other duties or responsibilities as

Effectively cross-sell PSFCU products and services in order to achieve Branch Goals as per the Branch Goals Incentive

Travel to and cover at other branches if necessary and

Perform all Quick Assist functions

Processing POA

Processing Stop payment

And other functions as needed and delegated by the Branch Manager

Receive checks and cash for deposit and/or loan payments, pursuant to established policies and procedures

Cash checks and pay out money pursuant to established policies and procedures

Handle requests from members for transfers of shares for loan payments, share withdrawals, check requests, line of credit advances, and any other request received from members

Issue official checks, certified checks

Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data in the computer system and appropriate reports

Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances; encoding and scanning of checks

Complete Currency Transactions Reports (CTR)

Continuously offer Credit Union products and services through the practice of established sales and service techniques

Sign for and accept money from the courier, fine count all cash on the day of delivery

Disburse money to tellers and make sure they sign for all cash processed by head teller

Serve as vault teller performing vault sells and buys

Check cash in teller drawers periodically

Responsible for End-of-Day process: posting of all teller cash buys and sells during the working day; review of all teller computer reports; posting of all teller variances

Fill out vouchers for bills and total money orders

Collect all vouchers, etc., from tellers, close day and write up the change fund for the next day

Responsible for opening and closing the safe

Responsible for approving of the signing income tax checks

Follow established Credit Union Service Standards to provide superior customer service

Perform other duties or responsibilities as required or assigned

Process Visa Cash Advances pursuant to established policies and procedures

Process coin machine tickets

Foreign currency buy and sell transactions processing

Report counterfeit currency