Why Join Us:
- Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
- Benefits Include:
- Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Position Title: Member Services Representative I FLSA Status: Non-ExemptDepartment: Retail Operations EEO Code: Administrative SupportReports To: AVP, Branch Manager Grade: 5 Salary Range: $16.02-$20.02Summary: The Member Service Representative I role is responsible for providing world class member experience to both credit union members and co-workers. This role performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. Essential Functions:•Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Service members promptly, accurately, and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more.•Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies and is organized and cleanly.•Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products.•Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative I. Proactively identify, promote, explain, and cross-sell credit union products and services.•Balance a cash drawer at the end of each shift, comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet. Ensure totals match and that cash and checks are balanced. Research and resolve discrepancies, communicating to the Member Service Supervisor and/or AVP, Branch Manager immediately.•Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the Member Service Supervisor and/or AVP, Branch Manager informed of area activities of any significant problems or concerns.•Must maintain predictable and reliable attendance.•All other duties as assigned.Qualifications:•Education:o High school diploma or equivalent is required.•Experience:o Cash handling experience is required.o Previous experience working in a financial institution, retail, or customer service role preferred.•Skills:o Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications.o High level of integrity and professionalism. Physical Requirements:This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment:•Professional banking environment.BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.