PT Member Service Rep I - Kingstowne

Role:

To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Functions & Responsibilities:

• Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfers amounts from member accounts as directed.
• Balances cash drawer and daily transactions.
• Post transactions to member accounts and maintain member records.
• Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.
• Cross-sells Credit Union services.
• Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.
• Other duties as assigned.

Performance Measurements:

1. To provide friendly, professional, personal service to all customers.

2. To balance at least XX% of the time, being no more then $X off and with total offages not to exceed $XX in a X month period.

3. To handle an established XX% of branch/department transactions as determined by department head to be measured in performance evaluation goals.

4. To strive for posting accuracy, measurement to be determined by department head and to be measured in performance evaluation goals.

5. To troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.

6. To make a minimum of X sales referrals per month.

7. To make a minimum of X investment referrals per month.

8. To maintain a dependable record of attendance and timeliness.

Knowledge and Skills:

Experience - One year to three years of similar or related experience.

Education - A high school education or GED.

Interpersonal Skills - Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills - Ten key calculator and computer keyboard by touch. Must be good with detail to deal with numbers and names.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Employment Type: Part-Time

Location: Kingstowne Branch

*** Apple Federal Credit Union values, encourages, and implements diversity in the workplace.

As an equal opportunity employer, Apple Federal Credit Union does not discriminate in employment with regard to race, color, religion, national origin, citizenship status, ancestry, age, sex (including sexual harassment), sexual orientation, marital status, physical or mental disability, military status or unfavorable discharge from military service or any other characteristic protected by law.

All selected candidates will be subject to credit and background checks to determine employment eligibility. ***