York Educational Federal Credit Union · 1 week ago
Member Service Representative
York, PA
Full-time
Onsite
New Grad, Entry LevelYork Educational Federal Credit Union is seeking a full-time Member Service Representative for their Red Lion location. The role involves performing transactional duties to serve members accurately while promoting credit union products and services.
Financial Services
Responsibilities
Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions
Open new share accounts and certificates. Assist members in the completion of Individual Retirement Account and Share Certificate applications
Process new account information including ordering checks, verifying eligibility, checking for appropriate signatures, filing cards, mailing welcome letters, etc. Type, laminate, and mail membership cards to members. Print starter or temporary checks for members. Assist members with ordering debit cards
Assist member with closing accounts and obtaining a clear reason for closing the account
Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records
Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances
Assist with mail or email transactions, when available
Maintain an up‐to‐date comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up‐to‐date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area, including robbery procedures
Promote, explain, and cross‐sell other credit union services such as consumer and mortgage loans, IRAs, certificates, safe deposit boxes, debit and credit cards, on‐line banking, traveler’s checks, and money orders
Receive mortgage, consumer loan, and other payments, and ensure the payments match balances due. Enter payments into computer. Generate member receipts
Place hold on accounts for uncollected funds
Count, check, and package coins and currency
Balance cash drawer at the end of the shift and compare totaled amounts to computer‐ generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary
Ensure that the teller station is properly stocked with forms, supplies, brochures, etc
Report malfunctions of teller computers and other equipment used at the teller station
Check night depository bags and record proper information according to credit union procedures
Ensure that all information and transactions regarding credit union members are kept confidential. Enforce strict adherence to established security procedures
Complete any other duties as assigned to meet the mission of the credit union
Qualification
Required
Energetic and service-oriented individual
Ability to perform limited transactional duties with high degree of accuracy
Ability to maintain accurate transactional records
Ability to greet and welcome members in a courteous, professional, and timely manner
Ability to provide prompt, accurate, and efficient member transactions
Ability to open new share accounts and certificates
Ability to assist members in the completion of Individual Retirement Account and Share Certificate applications
Ability to process new account information including ordering checks, verifying eligibility, checking for appropriate signatures, filing cards, mailing welcome letters, etc
Ability to type, laminate, and mail membership cards to members
Ability to print starter or temporary checks for members
Ability to assist members with ordering debit cards
Ability to assist members with closing accounts and obtaining a clear reason for closing the account
Ability to receive share drafts/checks and cash for deposit to accounts
Ability to verify amounts and examine share drafts/checks for proper endorsement
Ability to enter deposits into computer records
Ability to cash share drafts/checks and process withdrawals
Ability to pay out money after verification of signatures and member balances
Ability to assist with mail or email transactions, when available
Ability to maintain an up‐to‐date comprehensive knowledge on all credit union products and services
Ability to maintain an up‐to‐date and comprehensive knowledge on all related policies and procedures, rules, and regulations for the teller area
Ability to promote, explain, and cross‐sell other credit union services
Ability to receive mortgage, consumer loan, and other payments
Ability to ensure the payments match balances due
Ability to enter payments into computer and generate member receipts
Ability to place hold on accounts for uncollected funds
Ability to count, check, and package coins and currency
Ability to balance cash drawer at the end of the shift
Ability to compare totaled amounts to computer‐generated proof sheet
Ability to research and resolve discrepancies
Ability to report any discrepancies to the supervisor as necessary
Ability to ensure that the teller station is properly stocked with forms, supplies, brochures, etc
Ability to report malfunctions of teller computers and other equipment used at the teller station
Ability to check night depository bags and record proper information according to credit union procedures
Ability to ensure that all information and transactions regarding credit union members are kept confidential
Ability to enforce strict adherence to established security procedures
Ability to complete any other duties as assigned to meet the mission of the credit union
Ability to commute to 2991 Cape Horn Rd, Red Lion, PA 17356
Benefits
Medical/vision/dental insurance
401K match
PTO
Company
York Educational Federal Credit Union
York Educational Federal Credit Union is a not-for-profit financial organization founded by teachers, for teachers.
Founded in 1969
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase