Apply on Employer Site

Rio Grande Credit Union · 1 day ago

Member Service Officer, Coors/Los Volcanes

Westside, Albuquerque, NM, US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Rio Grande Credit Union is a financial institution that focuses on providing excellent member service. The Member Service Officer is responsible for processing new accounts, handling member service requests, and conducting teller transactions, all while fostering a positive environment for members.

CreditFinanceFinancial Services

Growth Opportunities

Responsibilities

Open new accounts and perform new member onboarding process

Meet or exceed deposit goals

Perform initial quality review on new account

Complete butterflying account process

Perform and resolve routine account-related requests, inquires, and issues

Create leads and cases for member products and services that are unable to be resolved

Verify and assist with renting, maintaining, and auditing of Safe Deposit Boxes

Complete opening and closing duties for branch

Follows account comments, warnings, and notes

Manage and maintain member appointment schedules and lobby traffic

Escort vendors to appropriate department

Process disputes

Process wires, POA requests and IRAs

Review and Correct any account errors

Processes and verifies cash, check, deposits, withdrawals, transfers, loan payments

Completes end of day procedures

Completely and accurately fill out CTRs

Properly identify shared branching members, ensure completion of appropriate paperwork and fulfill transaction requests

Maintain vendor relationships

Verify cash replenishments from Loomis

Returned check review in Tranzact

Audits: Daily work and returned checks

NetTeller setting up and frozen account corrections

Complete eCTR/ adding CTR transactors

Complete SARs when needed

Answer routine loan-related requests and inquiries

Perform, prepare, and obtain all necessary verification and documentation for products and services

Completely and accurately obtain and input all CIP information for new accounts

Properly update all necessary CIP information in the core processor for all applicants, and applicable transactions

Accurately perform OFAC during transactions such as but not limited to: opening new accounts; adding individuals to an account or shares; producing cashier’s checks ; initiating wires, etc

Accurately identify all members using RGCU approved types of identification for all transactions

Completely and accurately fill out CTRs and SAR for RGCU members or customers and Shared Branching guest members

Ensure that all accounts and transactions are reviewed for the appropriate red flags

Reviews transactions and sends suspicious activity to Risk Management via the compliance email group for review

Perform, prepare and obtain all necessary verification and documents for products and services

Come to work every day with a member focused, passionate, and dedicated approach

Approach every member situation from a caring, helpful, and openminded approach

Proactively approach issues and offer creative solutions that will make doing business with RGCU easier

Assists in any other areas as directed by the Assistant Branch Manager, Branch Manager, AVP of Branch Administration, Senior Management and/or President/CEO

Report all suspicious activity to the Risk Management department via the compliance group email

Qualification

Customer ServiceAccount ManagementCash HandlingCompliance KnowledgeFraud PreventionHigh School DiplomaMicrosoft ExcelMicrosoft WordMathematical SkillsEnglish LanguageQuality ManagementProblem SolvingAdaptabilityOral CommunicationDecision-Making

Required

Up to 6 months of related experience

Has a high school degree or equivalent

Ability to write reports, business correspondence, and procedure manuals such as Standard Operating Procedures (SOPs)

Ability to effectively present information and respond to questions from groups of managers, clients, members, and the general public

Must be able to read and write using the English language

Ability to calculate figures and amounts such as discounts, interest, amortizations, proportions, percentages, cash flow, net present values, and depreciation

Ability to apply concepts of basic algebra and arithmetic

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Knowledge of Microsoft Excel Spreadsheet software and Microsoft Word Processing software

The employee is regularly required to sit and use hands to finger, handle, or feel

The employee is frequently required to reach with hands and arms and talk or hear

The employee must frequently lift and/or move up to 25 pounds