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Empeople Credit Union · 4 days ago

Member Relationship Officer (Teller)

Westbrook, ME

Full-time

Onsite

Entry Level

$43K/yr - $64K/yr

2+ years exp

Empeople Credit Union is seeking a Member Relationship Officer to deliver an exceptional member experience in a retail branch setting. The role involves greeting members, processing transactions, and educating them on various products and services.

BankingCredit CardsFinancial ServicesInsuranceRetirement

Responsibilities

Enthusiastically 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 members’ service needs, assist individuals with disabilities, and thank members with genuine appreciation

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

Fraud is rampant in the banking industry and protecting our members’ money and identity is paramount. The role of the MRO is to ensure we 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. This role is designed to support members through any problem and always find a resolution for them

Identify cross-sell opportunities, and make product and/or service recommendations as the needs arise, and hand-off to appropriate branch staff or business line to complete the sale

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. Responsible for investigating and resolving 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. Ensuring 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 teams to reach common goals, and listen and respond appropriately to the concerns of other employees

Assures proper coverage, training, and functioning of the lobby area as well as ensuring that members are greeted and assisted promptly

Integrates the credit union philosophy and operating principles and diligently promotes the credit union's Mission Statement 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

Strong organizational, accuracy and detail orientation skills required

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

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

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)

Customer Service

Communication Skills

Mathematical Skills

Reasoning Ability