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iQ Credit Union · 3 months ago

Part-Time Member Service Representative I

Vancouver, WA

Part-time

Onsite

New Grad, Entry Level

$18.77/hr - $24.40/hr

0+ years exp

iQ Credit Union is a great place to work and grow, seeking individuals to join their exceptional team. The Member Service Representative I (MSR I) responds to inquiries and provides solutions in a retail branch environment, educating members on products and services to enhance their financial wellbeing.

Financial Services

Responsibilities

Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, and by telephone

Take requests for stop payments, check orders, cashier's checks and new/replacement cards

Ensure cash drawer is balanced at the end of designated shift

Successfully cross-sell members on the features and benefits of Credit Union services, over the phone, and other various mediums

Work closely with team members to ensure a positive team environment and overall member experience

Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals

Actively participate in monthly coaching and development plans to leverage talents and development opportunities

Support the Member Outreach strategy by actively participating in outbound calls to members

Utilize Credit Union software and technology to obtain and/or update member status and process member transactions, as appropriate

Actively participate in marketing campaigns and community events

Adhere to our Retail Branch Service Level Agreement. Demonstrate understanding and engagement in performance metrics, campaign management, sales/service initiatives, and professional appearance standards

Maintain a complete knowledge of compliance rules and regulations applicable to your position. Compliance with all federal and state government laws

Adhere to standard security procedures, including safe deposit security. Attend all mandatory robbery and security training. Validate robbery and bomb threat packets are always current

Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations

Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document