Member Services Officer 2
Company: CoastHills Credit Union
Location: Lompoc
Posted on: June 14, 2022
Job Description:
Job DescriptionSUMMARYUnder the general supervision of the
Branch Manager, the Member Services Officer 2 is responsible for
performing a wide range of banking transactions, assisting Credit
Union members with their banking needs and effectively
cross-selling products, services, and solutions. Opens new
memberships, prepares, and processes advanced financial
transactions, and assists in branch training of new employees.
Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
The following statements are intended to describe the general
nature and level of work being performed by this position. It is
not intended to be an exhaustive list of all functions,
responsibilities, and skills required of this position. Other
duties may be assigned to meet business needs.
- Opens new membership and share accounts and closes all
accounts.
- Provides services to members by performing basic banking
transactions such as deposits, withdrawals, transfers, and loan
payments as directed by the Office Procedures Manual (OPM).
- Prepares and processes transaction requests by telephone and
mail.
- Prepares authorized account charges.
- Prepares and processes stop payments/revoke authorizations,
check orders, bank wires, money orders, and other services.
- Proactively responds to members' inquiries and requests using
product knowledge.
- Approves transactions within authorized limits.
- Actively explains, promotes and cross-sells Credit Union
services, products, programs, and investment opportunities.
- Assists members in completing forms and documents.
- Resolves errors and member concerns in a timely manner.
- Balances cash and coin accurately and maintains appropriate
cash levels.
- Assists in the training of new employees in the branch.
- Remains current on knowledge of Credit Union policies,
procedures, and services.
- Performs duties as assigned by management and may be assigned
to work at any branch QUALIFICATIONS The requirements listed below
are representative of the knowledge, skill, and/or ability
required. Education and Experience Minimum one year of customer
service and/or cash handling experience in a retail or banking
environment. Certificates, Licenses and RegistrationsNone.
KnowledgeWithin six months of employment: Successful completion of
core competencies certification.Knowledge of branch operational
activities and basic understanding of lending practices and
policies.Successful completion of Member Services Officer Level 2
certification. Other Skills and AbilitiesSuccessful completion of
pre-employment testing.Operates a variety of office equipment and
machines.Ability to travel, attend, and participate in training and
meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT:It
is the policy of CoastHills to provide equal employment
opportunities without regard to race, color, religion, sex, sexual
orientation, gender identity or expression, pregnancy, age,
national origin, disability status, genetic information, protected
veteran status, or any other characteristic protected by law.
CoastHills conforms to the spirit as well as to the letter of all
applicable laws and regulations. This policy relates to all phases
of employment, including, but not limited to, recruiting,
employment, placement, promotion, transfer, demotion, reduction of
workforce and termination, rates of pay or other forms of
compensation, selection for training, the use of all facilities,
and participation in all company-sponsored employee activities.
Provisions in applicable laws providing for bona fide occupational
qualifications, business necessity or age limitations will be
adhered to by CoastHills where appropriate.ACKNOWLEDGEMENTThis Job
Description describes the essential responsibilities and
qualifications of the position described. It is not an exhaustive
statement of all the duties, responsibilities, or qualifications of
the job.
Keywords: CoastHills Credit Union, Lompoc , Member Services Officer 2, Other , Lompoc, California
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