Member Services Officer 1
Company: CoastHills Credit Union
Location: San Luis Obispo
Posted on: May 9, 2022
Job Description SUMMARYUnder the general supervision of the
Branch Manager, the Member Services Officer 1 is responsible for
performing a wide range of basic banking transactions, assisting
Credit Union members with their banking needs and effectively
cross-selling products, services, and solutions. Promotes and
maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions. The following
statements are intended to describe the general nature and level of
work being performed by this position. It is not intended to be an
exhaustive list of all functions, responsibilities, and skills
required of this position. Other duties may be assigned to meet
business needs. Provides services to members by performing banking
transactions such as deposits, withdrawals, transfers, and loan
payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges. Processes money orders,
cashier's checks, and other services. Actively explains, promotes
and cross-sells Credit Union services, products, programs, and
investment opportunities. Proactively responds to members'
inquiries and requests using product knowledge. Assists members in
completing forms and documents. Resolves errors and member concerns
in a timely manner. Balances cash and coin accurately and maintains
appropriate cash levels within limits. Remains current on knowledge
of Credit Union policies, procedures, and services. Performs duties
as assigned by management and may be assigned to work at any
branch. QUALIFICATIONSThe requirements listed below are
representative of the knowledge, skill, and/or ability required.
Education and Experience Relevant customer service and/or cash
handling experience in a retail or banking environment.
Certificates, Licenses and RegistrationsNone. KnowledgeWithin six
months of employment: Successful completion of core competencies
certification.Knowledge of branch operational activities and basic
understanding of lending practices and policies.Knowledge of Board
policies and Credit Union goals, organizational structure,
policies, procedures (including OPM and Employee Handbook) and
practices.Completion of New Employee Training Program. Other Skills
and AbilitiesSuccessful completion of pre-employment
testing.Operates a variety of office equipment and machines.Ability
to travel, attend, and participate in training and meetings at
various locations.AFFIRMATIVE ACTION/EEO STATEMENT:It is the policy
of CoastHills to provide equal employment opportunities without
regard to race, color, religion, sex, sexual orientation, gender
identity or expression, pregnancy, age, national origin, disability
status, genetic information, protected veteran status, or any other
characteristic protected by law. CoastHills conforms to the spirit
as well as to the letter of all applicable laws and regulations.
This policy relates to all phases of employment, including, but not
limited to, recruiting, employment, placement, promotion, transfer,
demotion, reduction of workforce and termination, rates of pay or
other forms of compensation, selection for training, the use of all
facilities, and participation in all company-sponsored employee
activities. Provisions in applicable laws providing for bona fide
occupational qualifications, business necessity or age limitations
will be adhered to by CoastHills where
appropriate.ACKNOWLEDGEMENTThis Job Description describes the
essential responsibilities and qualifications of the position
described. It is not an exhaustive statement of all the duties,
responsibilities, or qualifications of the job.
Keywords: CoastHills Credit Union, San Luis Obispo , Member Services Officer 1, Other , San Luis Obispo, California
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