NW Priority Credit Union · 9 hours ago
Member Service Representative/Teller
Portland,OR,US
Full-time
Onsite
New Grad, Entry Level
0+ years expNW Priority Credit Union is seeking a Member Service Representative/Teller to service their members by providing cash and non-cash transactions. The role involves maintaining cash drawers, recognizing member needs, and providing information on credit union services while ensuring compliance with relevant regulations.
CreditFinancial Services
Responsibilities
Performs all types of monetary/non-monetary transactions within established limits to prevent fraud and losses
Maintains and balances assigned cash drawer daily and follows security procedures and assigned cash limits
Recognizes members’ needs to proactively open, maintain and update personal accounts and refer members to other services such as loan services and investment services
Provide information on marketing promotions to effectively offer all Credit Union products and services, utilizing the Credit Union’s refer program
Provides routine information on credit union services, policies, membership eligibility, type of credit union accounts, inquiries regarding account balance, status and history
Completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary
Completes job assignments delegated by Branch Operations Manager
Responsible for complying with all laws, statutes, rules, and regulations which govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act
Participate in required meetings and training
Performs other duties as assigned by management
Back up for Receptionist as needed
Qualification
Required
Performs all types of monetary/non-monetary transactions within established limits to prevent fraud and losses
Maintains and balances assigned cash drawer daily and follows security procedures and assigned cash limits
Recognizes members' needs to proactively open, maintain and update personal accounts and refer members to other services such as loan services and investment services
Provide information on marketing promotions to effectively offer all Credit Union products and services, utilizing the Credit Union's refer program
Provides routine information on credit union services, policies, membership eligibility, type of credit union accounts, inquiries regarding account balance, status and history
Completes appropriate documents and refers them to Accounting/Electronic Services for assistance when necessary
Completes job assignments delegated by Branch Operations Manager
Responsible for complying with all laws, statutes, rules, and regulations which govern the credit union, including but not limited to all components of the Bank Secrecy Act provisions of the US Patriot Act
Participate in required meetings and training
Performs other duties as assigned by management
Back up for Receptionist as needed
Minimum of six months in a banking or credit union environment required
Knowledge of advanced cross servicing techniques to cross service members competently
Excellent computer skills with knowledge of Microsoft Office software
Strong organizational and analytical skills required to resolve member/staff questions or problems
Must maintain a high degree of accuracy in handling cash, balancing a cash drawer, and entering member transactions into the computer
Must demonstrate excellent written and oral communication skills
Strong interpersonal skills to represent the Credit Union professionally and positively to members and to interact daily with staff and management
Ability to exercise judgment and maintain confidentiality in dealing with membership and staff
Ability to complete or resume tasks despite interruptions
Company
NW Priority Credit Union
NW Priority Credit Union continues to be strongly committed to the credit union philosophy of People Helping People.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase