Apply on Employer Site

Yolo Federal Credit Union · 12 hours ago

Member Service Representative

Winters, CA

Full-time

Onsite

Entry Level

1+ years exp

Yolo Federal Credit Union is seeking a Member Service Representative for their Winters Branch. The role focuses on providing excellent customer service, conducting financial transactions, and promoting financial products to enhance member satisfaction.

FinanceFinancial ServicesLending

Diversity & Inclusion

Responsibilities

Provide high quality member service by conducting teller transactions in an efficient and accurate manner

Possess an effective knowledge of our products and services with special emphasis on how each will improve our members’ financial success

Welcome walk-in members with a professional and courteous greeting

Receive and pay out currency, keep accurate records of currency and negotiable instruments involved in financial transactions, and participate in all sales promotion and marketing campaigns as directed. Identify and act upon additional cross-sell opportunities

Balance currency, coin, and checks in cash drawer at end of each shift and adhere to cash balancing standards. Maintain accurate records of transactions and account for all receipts and disbursements

Perform routine clerical support tasks related to the teller function including but not limited to opening/distributing mail, stuffing envelopes, and processing address or email change requests

Operate and maintain equipment such as coin sorter, night depository, Cash Recycler (ECR) and Automated Teller Machine (ATM)

Assist members with safe deposit boxes and ensure that agreements are complete and accurate according to policy

Accept orders for checks, ATM/Debit cards, Visa cards, and electronic wires by ensuring that required forms are accurate and complete

Effectively conduct needs-based interviews with current and potential members to cross-sell appropriate products and services

Qualification

Customer service experienceFinancial transactions handlingFinancial productsMathematical skillsEffective communicationTeamwork

Required

Must be authorized to work in the United States

Must be located within 50 miles of Yolo County, CA or must be willing to relocate

High school diploma or general education degree (GED) required

Minimum of one year experience in a customer service related role

Ability to read and interpret documents such as operating policies and procedure manuals

Ability to comprehend instructions, correspondence, and memos

Ability to write basic correspondence and reports

Ability to effectively present information in one-on-one and small group situations to the public, members, and other employees

Ability to effectively count currency and negotiable instruments

Ability to calculate figures and amounts such as discounts, interest, and percentages

Ability to apply concepts of basic algebra

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle or feel; reach with hands and arms; and talk or hear

The employee must occasionally lift and/or move up to 25lbs

Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus