PERSONAL SERVICE REPRESENTATIVE 1
This position is no longer accepting applications(closed Aug 3, 2026).
About the Role
As a Personal Service Representative I, you’ll be the first point of contact for our members—welcoming them to the Credit Union, assisting with everyday transactions, and helping them find the financial solutions that best fit their needs. This position combines teller and member service functions, providing a full range of banking services with professionalism, enthusiasm, and care.
What You’ll Do
- Greet and assist members and visitors in a friendly, professional manner.
- Handle a variety of monetary transactions including deposits, withdrawals, check cashing, loan payments, and account transfers.
- Open, maintain, and close consumer accounts (checking, savings, certificates, money markets, etc.).
- Conduct consumer loan interviews, process and close loans, and disburse funds accurately.
- Educate members on online and mobile banking tools and other digital services.
- Protect member confidentiality and adhere to all credit union policies and procedures.
- Proactively identify opportunities to recommend products and services that meet member needs.
- Meet or exceed service, sales, and relationship-building goals.