Member Services Rep II

                                                                               $20 per hour

ESSENTIAL FUNCTIONS

• Assist members in person and on the phone with concerns about their account(s).
• Perform teller transactions as needed, accurately and following established guidelines. Balance checks and/or cash daily.
• Knowledgeable about credit union products, services and the organization
• Understand FTFCU policies and procedures and know the laws, rules and regulations regarding all forms of new accounts.
• Mandatory compliance of all BSA/AML regulations, forms and procedures:
• Ability to open all types of member shares deposit accounts, certificate of deposits
• Resolve issues involving existing members including name/address changes, disputes, etc.
• Follow-up on commitments and member interactions by calling or writing member
• Actively participate in FTFCU business development and other promotional events
• Actively promote and cross sells appropriate products and services to meet individual, departmental and company goals

Skills:

• Excellent organizational skills
• Strong phone communication skills
• Strong analytical and mathematical skills
• Strong people skills
• Good written and verbal communication skills
• Good listening skills
• Effective problem-solving skills

Ability to:

• Make product/service recommendations that meet member’s financial needs
• Work in a fast-paced, highly motivated atmosphere

MINIMUM EDUCATION, EXPERIENCE AND TRAINING

• High School Diploma or GED
• One-year customer service
• Spanish speaking a plus
• Experience with financial institution computer based operational processes, a plus
• Relationship referring, a plus