Member Experience Representative (Floating) - Bilingual jobs in United States
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Valley Strong Credit Union · 3 weeks ago

Member Experience Representative (Floating) - Bilingual

Valley Strong Credit Union is a values-driven organization focused on helping people and communities prosper. The Member Experience Representative will provide exceptional member service, process financial transactions, and promote credit union products to build strong relationships with members.

BankingFinancial ServicesNon Profit
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Growth Opportunities

Responsibilities

Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer
Provides services to Member, including but not limited to cashier’s checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance
Knowledgeable in all tools, products, and services to provide answers and assistance to Members’ questions or concerns
Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions
Maintains responsibility for all cash controls and follows proper balancing procedures
Identifies Members’ needs, cross-sells and refers Members to appropriate business partners
Recommends alternative channels such as online, mobile, and digital solutions
Identifies and reports fraudulent activity to prevent potential loss to credit union
Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc
Checks acceptance approval within assigned limits
Ensures confidentiality of all Member and credit union information
Efficiently and accurately processes all Member transactions on multiple systems
Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance
Understands the role in sales growth and meets branch-assigned and individual goals
This position may be required to travel to alternate work location based on business needs
Performs other duties as assigned

Qualification

BilingualFinancial transactions processingCustomer serviceSales techniquesMathematical skillsPoliciesProblem-solvingCommunication skills

Required

High School or GED
related experience and/or training; or equivalent combination of education and experience
Ability to read and comprehend instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute dividends and interest
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 or oral form
The Team Member occasionally must lift and/or move up to 10 pounds
Ability to stand for long periods of time
Must be able to process transactions in an efficient manner
Must be able to communicate policies and procedures to Members in an easily understood and professional manner
Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures

Company

Valley Strong Credit Union

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Valley Strong Credit Union is a non-profit organization that offers financial, mortgage, loans, personal and business banking solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Nicholas Ambrosini
Chief Executive Officer
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Company data provided by crunchbase