7 17 Credit Union · 17 hours ago
MEMBER SERVICE REPRESENTATIVE LEAD
7 17 Credit Union is looking for a Member Service Representative Lead to support branch operations and provide exceptional member service. The role involves managing cash levels, ensuring accurate transaction processing, and mentoring new team members.
BankingCreditFinancial ServicesLending
Responsibilities
Maintain established referral and sales goals for deposits, loans, and credit union services
Provide professional, friendly, and accurate service to members and internal employees
Process a variety of financial transactions, account requests, cash handling, and member inquiries
Follow all security, compliance, and check-handling policies
Support branch operations in the manager’s absence, including decisions related to funds availability, check holds, and fee waivers
Manage cash ordering, shipments, audits, and balancing for cash recyclers, ATMs, and PTMs under dual control
Perform branch balancing functions and maintain accurate logs and reports
Assist branch staff with cash exchanges and inventory, including instant-issue cards
Open and close branch terminals and maintain proper security procedures
Mentor new Member Service Representatives and support ongoing training
Perform additional branch duties such as processing night deposits, check scanning, ordering supplies, and supporting loan servicing processes
Qualification
Required
Minimum of 1 year of experience in cash handling within a financial institution or related field
Demonstrated accuracy with cash transactions and attention to detail
Strong customer service and communication skills
Proficiency with calculators and basic computer systems; ability to obtain an acceptable score on an Excel assessment
Professional, organized, dependable, and able to exercise sound judgment
Must be bondable
Preferred
Strong problem-solving and time-management skills
Ability to work cooperatively with members and team members
Willingness to learn additional branch operations and credit union services
Benefits
Supportive and team-oriented work environment
Opportunity to develop leadership and operations skills
Meaningful role serving members and the community
Company
7 17 Credit Union
7 17 Credit Union is a progressive financial institution offering credit union membership, provides banking services to 86,000 Members.
Funding
Current Stage
Growth StageRecent News
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