MEMBER SERVICE REPRESENTATIVE FLOAT

Mission: We help people improve their lives financially and support the communities we serve.

Job Summary: Builds positive relationships with all members by providing accurate, friendly service. Educates and refers members to Credit Union services that can help each individual member.

All job positions at 7 17 Credit Union may be assigned further duties with or without notice, verbally or in writing. Essential duties and responsibilities include the following.

Primary Duties:

1. Maintains high accuracy in handling of all transactions and assigned duties, especially those dealing with cash and members' accounts. Remain compliant with credit union check handling policies.
2. Maintains referral/sales goals such as deposits, loans and other services at the acceptable level as determined by the credit union.
3. Greets member with a smile and refers to the member by name as appropriate while conducting transactions in order to maintain service goals at the acceptable level as determined by the credit union.
4. Receives members at assigned station and determines the nature of the members' business. Handles numerous personal and business account transactions including but not limited to:
   • Savings Bond and redemption for both members and non-members
   • Visa Cash Advances for members and non-members
   • Handles ATM processes such as card issuance, qualification, and lost and stolen cards.
   • Handles applications for new remote delivery products; resolves or reports service failures pertaining to existing services.
   • Closes accounts using credit union defined procedures.
   • Receives and processes transfer requests including payroll setups and allocations, ACH Origination and Loan Payments.
   • Processes account maintenance requests such as name and address changes, changes of ownership and adding of club and money market accounts, using required identification, verification and screening procedures.
   • Receives share and IRA deposits loan payments in person or by mail; prepares proper receipt.

Other Duties:

1. Processes cash and check withdrawals and processes transfers between accounts.
2. Handles member reported fraud claims pertaining to stolen or lost ATM cards, ACH transactions and check forgery.
3. Opens and closes the computer terminal and accounts for assigned cash and transactions and balances to the terminal close report on a daily basis; remits receipts to Payments Solutions.
4. Maintains overall knowledge of the resources and services of the Credit Union as front-line first contact with members.

Confidentiality Requirements: Must keep members' transactions and other Credit Union business in strictest confidence.

Travel Demands: Travel to other branches as circumstances dictate.