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Indiana Members Credit Union · 7 hours ago

Universal Member Service Representative - Float

Indianapolis, IN

Full-time

Onsite

Entry Level

1+ years exp

Indiana Members Credit Union is seeking a Universal Member Service Representative – Float to enhance member relationships through exceptional service. This role involves assisting members with account inquiries, processing transactions, and maintaining branch operations during staff absences.

BankingFinancial Services

Comp. & Benefits

Responsibilities

Greet and direct members

Assist members with questions regarding account/products by phone or in person

Responding to member and potential member inquiries

Assist with balancing and detailing (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.)

Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable

Maintain and update members accounts

Accurately open and close all types of accounts (IRA’s, certificates, and business accounts), while ensuring required forms and records are completed in compliance with internal policies and statutory regulations

Order/count cash – if applicable

Maintain Safe Deposit boxes – if applicable

Ensure all audit and security policies and procedures are followed

Scan negotiable items and other member documents

Process night drop deposits and payments

Distribute and process incoming mail

Verify and balance Gift cards

Process check orders

Filing, shredding, etc

Assist Branch Manager and other team members

Keep lobby stocked and straighten

Assemble new membership account packets

Qualification

Consumer lending product knowledgeExpert in core systemCRM proficiencyAccount opening expertiseFinancial institution experienceAnalytical skillsFluent in EnglishAttention to detailInterpersonal skillsCommunication skills

Required

High School diploma or equivalent

12-months financial institution or credit union experience

Consumer lending product knowledge

Expert in use of core system, CRM, imaging, and account opening

Successfully complete internal training – Advanced Basics of Products and Services; Sales and Service Strategies training, Teller Supervisor Training, UMSR Training

Fluent in the English language

Attention to detail, maintaining adaptability, flexibility and organizational skills to effectively prioritize multiple tasks

Excellent interpersonal skills

Strong communication skills, verbal and written

Analytical and problem solving