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Empeople Credit Union · 1 day ago

Member Relationship Officer

Theresa, WI

Full-time

Onsite

Entry Level

$39K/yr - $58K/yr

2+ years exp

Empeople Credit Union is a financial institution focused on delivering exceptional member experiences. The Member Relationship Officer (Teller) is responsible for serving members' financial needs, processing transactions, educating members on products, and ensuring a positive branch experience.

BankingCredit CardsFinancial ServicesInsuranceRetirement

Responsibilities

Professionally greet members as they enter branch lobby, acting as a concierge of the Empeople experience. Welcome and acknowledge all members according to company standards, anticipate and address member service needs, assist individuals with disabilities, and thank members with genuine appreciation

Search for opportunities to educate members about products and service-usage that would benefit members and enhance their financial health. Educate members about Credit Union self-service technology: Digital Banking, Bill Payment, remote deposit capture (eDeposit), debit cards, e-statements, ATMs, and alerts

Handle all account servicing requests from members. Coordinate and carry out deposit, transaction and member services functions in accordance with policies, principles, and procedures

Answer questions about products and services and resolve problems that are within your authority to resolve. Refer problems that are beyond the scope of responsibility or knowledge to the Branch Operations Manager, along with recommendations for solutions

Responsible for daily credit union business including record retention, cash management, inventory, daily reconciliations and balancing, and branch security. Ensure all required paperwork and documentation is accurately completed, adhering to the Credit Union’s policies and procedures

Operate cash recycler. Responsible for investigating and resolving all balancing offages and discrepancies

Processes cash advances and the instant issuance of debit and credit cards

Identify members who are good candidates for our Financial Wellness Programs and refer through the appropriate channel(s)

Represents Empeople with a professional image. Ensures that the office image is favorable, reflecting a sound and secure financial institution that employs prudent housekeeping procedures, safety measures, and provides a pleasant atmosphere for members, including privacy, confidentiality, and ease of use

Develop and maintain positive working relationships with others, support team to reach common goals, and listen and respond appropriately to the concerns of other employees

Integrates the credit union philosophy and operating principles and diligently promotes the credit union's Core Values: We Care, We Serve, We Teach, and We Learn, into work habits, processes, and service delivery systems

Comply with quality assurance expectations and standards

Provide Notary services to members

Complies with all applicable laws, regulations, policies, and procedures, including but not limited to: Regulation CC, the Bank Secrecy Act, OFAC and USA Patriot Act, and the Customer Identification Act (CIP)

Maintains confidentiality of current, past, and potential member information

Must be able to work weekend hours as required

Perform other related duties as assigned