Member Experience Rep I - Full Time (40 hours) - Columbus Talent Pool jobs in United States
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Wright-Patt Credit Union · 7 hours ago

Member Experience Rep I - Full Time (40 hours) - Columbus Talent Pool

Wright-Patt Credit Union is seeking a Member Experience Representative I to deliver extraordinary service while processing various transactions for members. The role involves proactively suggesting products and services to help members manage their financial needs and ensuring adherence to policies and procedures.

FinanceFinancial ServicesNon Profit

Responsibilities

Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing transactions from night depository, etc. (60%)
Listen actively to fully understand and answer members’ questions/concerns and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for members that will save members time, money and/or provide peace of mind. Look for ways to enhance members’ relationships by building trust and confidence. (15%)
Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e., security, member identification, fraud prevention, etc.) Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (15%)
Balance assigned cash drawer during and at the end of each workday. (5%)
Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc. (5%)

Qualification

Cash handlingMember serviceKeyboarding skillsSoftware applicationsHigh School Diploma

Required

Must have a High School Diploma or equivalent or ten (10) years equivalent work experience
Must be able to learn and apply a variety of software applications
Must have accurate keyboarding skills
While performing the duties of this job, the partner is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear
The partner is frequently required to walk and sit
The partner is occasionally required to climb or balance and stoop, kneel, crouch, or crawl
The partner must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds

Preferred

Some post-secondary education is preferred
Prior experience in a retail service environment to include cash handling and member service preferred

Company

Wright-Patt Credit Union

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Wright-Patt Credit Union is a not-for-profit member-owned financial institution.

Funding

Current Stage
Late Stage

Leadership Team

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Tim Mislansky
President/CEO
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Daniel Smith
Chief Financial Officer
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Company data provided by crunchbase