Member Services Representative

3 weeks ago

Pembroke, Pembrokeshire, United Kingdom State Employees' Credit Union Full time

About the Role

The Member Services Representative is a key member of our team, responsible for providing exceptional service to our members. This role involves performing routine branch duties, following standard branch procedures, and responding to member inquiries by telephone and in person.

Key Responsibilities

  • Provide excellent member service by responding to inquiries and resolving issues in a timely and professional manner.
  • Perform cash box management, account origination, and maintenance tasks.
  • Attend training sessions to enhance knowledge of branch operations and improve skills.
  • Comply with all Credit Union policies and regulatory requirements.
  • Ensure member information remains confidential and accounts are accessed for business purposes only.
  • Follow security and control procedures to maintain a secure work environment.
  • Balance cash drawers, vaults, and automated teller machines.
  • Evaluate daily mobile and automated teller machine check deposits.
  • Help verify and prepare cash delivery and shipments.
  • Interact with other departments to facilitate member requests.
  • Organize, file, and scan documents daily.
  • Process foreign and domestic wire transfers.
  • Help order and return foreign currency.
  • Troubleshoot problems with member accounts, cards, and online access.
  • Review and take action on negative checking, NSFB, and Share Below $25 reports.
  • Begin learning to open basic accounts while following MIP procedures for existing members.
  • Learn CXone and assist MSS as requested.
  • Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered by SECU.
  • Maintain daily and monthly records for various reports.
  • Exhibit a positive attitude toward members and teammates while maintaining a professional appearance and demeanor.
  • Participate in additional training and continuing education to enhance knowledge of branch operations.
  • Regular attendance and punctuality are mandatory.
  • Complete additional tasks assigned by management and other administrative duties as needed.

Requirements

  • High school diploma or GED equivalent.
  • Preferred – Bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
  • Consistently demonstrates SECU's Core Values.
  • Must possess an aptitude for meeting people and developing member confidence, respect, and trust in the Credit Union.
  • Must have good communication skills, both verbal and written.
  • Must have good problem-solving skills.

Work Environment

Office setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone, and coin machine.

Physical Demands

Must be able to comprehend and carry out job demands.

Job requires a substantial amount of sitting.

Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.

Use hands and fingers to press telephone keypad and lift telephone receiver.

Must be able to comprehend phone calls.

Must be able to lift 10-15 pounds.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

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