Apply on Employer Site

Empeople Credit Union · 9 hours ago

Member Relationship Officer (Teller)

US-ME-Westbrook

Full-time

Onsite

Entry Level

2+ years exp

Empeople Credit Union is a financial institution seeking a Member Relationship Officer to deliver a distinctive member experience. The role involves greeting members, processing account transactions, and educating them on products and services while ensuring a high level of customer service.

BankingCredit CardsFinancial ServicesInsuranceRetirement

Responsibilities

Promptly greeting members in the retail branch lobby

Providing account servicing including: processing account transactions (handling cash and checks, deposits, withdrawals, loan payments, and any other transactional request by member)

Handling general account maintenance functions

Process requests sent by our phone service team

Be cross trained to serve members over the phone

Educate members on products and service offerings

Advise members on the best course of action to protect them and their money

Coordinate and conduct deposit and member services functions in accordance with policies, principles, and procedures

Answer questions about products and services and resolve problems

Identify cross-sell opportunities, and make product and/or service recommendations as the needs arise

Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union’s policies and procedures

Operate cash transaction drawer

Investigating and resolving all balancing offages and discrepancies

Process regular Member transactions including servicing Member accounts, accepting loan payments, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments

Balance Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary

Represent Empeople with a professional image

Ensure that the office image is favorable

Develop and maintain positive working relationships with others

Assures proper coverage, training, and functioning of the lobby area

Integrate the credit union philosophy and operating principles into work habits, processes, and service delivery systems

Comply with quality assurance expectations and standards

Provide Notary services to members

Perform other related duties as assigned

Qualification

Member serviceCash handlingFinancial softwareExcelNotary PublicCustomer ServiceMathematical SkillsReasoning AbilityCommunication Skills

Required

High School diploma or GED and two years of related teller, customer service and cash handling experience

Notary Public

Bondable

Acceptable Credit History

Empeople products and services

Empeople policies and procedures pertaining to Member Services

Operate a PC using the following software applications Excel, Word, PowerPoint and Outlook

Operate the Credit Unions financial software to access member accounts for transactions and account inquiries

Effectively manage the branch lobby and meet the service level expectations

Provide exceptional member service to every internal and external member

Communicate effectively with members and process requests timely and accurately

Enthusiastically greet members as they enter branch lobby, acting as a concierge of the Empeople experience

Search for opportunities to promote products and service-usage to members that would benefit members and enhance their economic well-being

Educate members on Credit Union self-service digital technology: Mobile Banking, Online Banking, Bill Payment, remote deposit capture, debit cards, e-statements, ATMs, and alerts

Advise members on the best course of action to protect them and their money

Handle all account servicing requests from members

Coordinate and conduct deposit and member services functions in accordance with policies, principles, and procedures

Answer questions about products and services and resolve problems

Identify cross-sell opportunities, and make product and/or service recommendations as the needs arise

Responsible for daily credit union business including record retention, cash management, inventory, daily reconciliations, and office security

Ensure all required paperwork and documentation are accurately completed, adhering to the Credit Union's policies and procedures

Operate cash transaction drawer

Investigate and resolve all balancing offages and discrepancies, including MRO cash drawers and cash recycler totals

Processes regular Member transactions including servicing Member accounts, accepting loan payments, cashing checks, verify currency, balancing cash drawer, night deposits, correct discrepancies and make necessary adjustments

Balance Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary

Represents Empeople with a professional image

Develop and maintain positive working relationships with others

Assures proper coverage, training, and functioning of the lobby area

Integrates the credit union philosophy and operating principles

Comply with quality assurance expectations and standards

Provide Notary services to members

Perform other related duties as assigned

Strong organizational, accuracy and detail orientation skills required

Comply 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)