Member Services Representative I - Teller/Banker (Previous Financial

Job Description

Join a Purpose-Driven Team at HealthCare Associates Credit Union

Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.

We're looking for a Member Services Representative - Teller / Banker to be the welcoming voice of HACU – the first point of contact and a lasting impression for our valued members.

No Previous Financial Experience Required!

Why You'll Love Working With Us:

Salary Range: $20.70-$24.84/hr (Actual compensation will be determined using factors such as experience, skills & knowledge)

35-hour work week

4 weeks of paid time off

Federal holidays off

No working nights

Opportunity for quarterly incentives

Full benefits package

401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)

A key component of this service is to identify the financial needs of each member and recommend an appropriate quality financial solution. In addition, this position will have the overall responsibility of providing the members with accurate, efficient, and courteous service focusing on the following: opening of new accounts; maintaining member records; responding to member needs (via phone, email, face-to-face, etc.); processing member transactions via all mediums and accurately balancing work. This position is also responsible for providing back-up Contact Center support, both from a call queue, as well as, in person branch support during staff shortages.

Key Responsibilities:

Member and Staff Service

Provide exceptional service to both internal and external members in alignment with the credit union's standards.

Consistently meet or exceed established sales and service goals.

Demonstrate strong and up-to-date product knowledge.

Assist members effectively in person, by phone, email and online.

Process New Accounts

Establish savings/membership accounts

Open checking accounts & order checks

Open money market accounts & order checks

Open subsequent savings, Christmas club, vacation club accounts

Collect all required documentation (IDs, Death Certificates, Letters of Office, Etc.)

Maintain membership records, documentation and file maintenance

Process name changes

Process address changes

Process all required account maintenance

Process and set-up auto share transfers, loan transfers and off-cycle transfers per member request

Scan all applicable member documents daily

Utilize and record as required in Synapsys

Possess basic knowledge of Alkami and assist with online support

Possess knowledge of bill pay and assist with the set-up and usage

Prepare the daily inclearing and outclearing of checks and forward to accounting daily

Respond to Member Needs, Inquiries and Requests

Research account inquiries or discrepancies

Provide members with rates and account disclosure information

Suggest products and services to further benefit members' financial needs

Order check copies, plastics, statement copies, and reorder checks, etc.

Process Member Mailed In Transactions

Post deposits to various share accounts

Post loan payments

Process VISA payments

Send receipts for mailed in deposits

Send withdrawal checks or close accounts per written requests

Process fee reversals

Process GL payments and adjustments

Process Member Walk In Transactions

Post deposits to various share accounts

Post loan payments

Process VISA payments

Process cash and check withdrawal requests

Transfer funds between share account or from share to loan & VISA

Cash checks for members

Sell gift cards

Sell vehicle stickers

Process cash advance requests on loans and HACU's VISA

Assist in the processing of wire transfer requests

Process stop-payments

Process certified checks

Process shared branching transactions

Accurate Balancing

Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed

Verify transaction slip is completed accurately, assist member with completion if necessary

Complete transaction slip if one is not present with mail in transaction and clearly designate as mail deposit

Make sure all totals balance with computer teller balance totals and recyclers if applicable (checks for deposit, withdrawal checks, and teller cash drawer if applicable)

Prepare daily cash letter and forward to accounting

Other

Adhere to other duties as assigned

Assist in the Contact Center as necessary

Support all branches in a floating teller capacity when necessary

Assist with cash delivery verification

Assist in the training of new hires

Complete all compliance and training modules in a timely fashion

Tele-contact as required and necessary

Adhere to HACU brand guidelines at all times

Knowledge, Skills and Abilities

Ability to work cooperatively in a group setting

Basic math skills necessary for balancing

Working Knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, Microsoft 365, etc.)

Ability to convey thoughts and ideas clearly and concisely

Ability to multi-task and work in a fast-paced environment

Ability to listen attentively and work independently with minimal supervision

Qualifications

High school diploma or equivalent

Prior financial institution experience helpful, but not necessary

Prior customer/member service experience helpful, but not necessary

If you're ready to make an impact and grow your career with a credit union that truly puts people first-we'd love to meet you.

This is an onsite position.

HACU is an Equal Opportunity Employer.

Job Posted by ApplicantPro

Full-time