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Southern Chautauqua Federal Credit Union · 12 hours ago

Member Service Representative

Dunkirk, NY, US

Full-time

Onsite

New Grad, Entry Level

$17/hr - $27/hr

Southern Chautauqua Federal Credit Union is seeking a Member Service Representative to act as a liaison between members and the Credit Union. The role involves providing account information, resolving issues, and delivering a variety of transactional services to members.

BankingFinanceFinancial Services

Responsibilities

Provide prompt, efficient, and accurate service in the processing of member transactions

Provide in-person and by-telephone general and specific service-related information concerning Credit Union products, services, or policies

May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service, and information

Respond to member's requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance

Open new accounts, and service existing accounts. Set up new account files and provide members with all necessary information for membership

Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, share certificate transactions, line of credit advances, and any other requests received from members

Become familiar with all products and services the Credit Union has to offer and make recommendations based on member's needs

Mail receipts and checks to members as indicated by policy and procedure

Provide information on options to members wishing to deposit funds with the Credit Union

Research accounts for deposit, withdrawal, and loan - payment discrepancies

Assist members in balancing their accounts

Assist members with proper completion of payroll deduction and direct deposit forms

Assist members in opening individual retirement accounts, health savings accounts, and share certificates

Must be able to perform the duties of a teller

Use lending software to input member requests for loan products

Begin training in interviewing and processing loans

Attend meetings as required by management

Must complete all BSA training and requirements

Perform various other duties as required

Participate and process VITA taxes

Qualification

Member ServiceProblem SolvingOral CommunicationMicrosoft ExcelMicrosoft WordProfessionalismInterpersonal SkillsWritten CommunicationAdaptabilityTime Management

Required

Ability to read and interpret documents such as safety rules, operating and maintenance instruction, and procedure manuals

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or employees of the organization

Ability to add, subtract multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

Ability to deal with problems involving several concrete variables in standardized situations

Knowledge of Microsoft Word, Microsoft Excel, Email, Texting, Microsoft Teams, Simplifyit, Outlook, ChexSystems, Timeclock software, and any other software as pertains to job functions

HS Diploma/GED

Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics

Collects and researches data; Uses intuition and experience to complement data

Generates creative solution; Works well in group problem solving situations; Uses reason even when dealing with emotional topics

Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others

Manages difficult or emotional member situations; Responds promptly to member needs; Solicits member feedback to improve service; Responds to requests for service and assistance; Meets commitments

Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things

Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions

Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information

Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values

Follows policies and procedures; Completes administrative tasks correctly and on time

Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Makes timely decisions

Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments

Demonstrates accuracy and thoroughness

Meets productivity standards; Completes work in timely manner

Adapts to changes in the work environment; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events

Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time

Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan

Time management skills

Regularly required to use hands, reach with hands and arms, and talk/hear, stand, walk, and sit

Occasionally climb or balance, stoop, kneel, crouch or crawl and lift and/or move up to 10-15 pounds

Specific vision abilities required by this job include close vision and ability to adjust focus (ability to adjust the eye to bring an object into sharp focus)

Regularly exposed to work near moving mechanical parts

Occasionally exposed to outdoor weather conditions

Noise level in the work environment is usually moderate