Member Service Representative I/II/Sr. (Folsom)

Hourly Range: $18.50 - $22.00
Exact compensation may vary based on skill, experience and location.

POSITION PURPOSE
Responsible for becoming a professional expert, offering members the best solutions and an exceptional experience every time. Processes a variety of member transactions and educates our members about products and services that will help improve their financial well-being.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Develop and maintain positive member and staff relationships.
• Provide transactional service to members.
  • Pleasantly greet all members within ten seconds and ten feet.
  • Use the member’s name at least twice during the transaction.
  • Accept and process deposits, withdrawals, and payments according to SAFE’s policies and procedures.
  • Process over-the-counter requests for cashier’s checks, Visa cash advances, gift cards, postage stamps, temporary checks, and Visa debit cards.
  • Thank members for their business and use SAFE in the closing statement.
• Maintain individual cash drawer with appropriate drawer limits and balance drawer at the end of shift, or as instructed by Management.
• Initiate sales and service activities:
  • Develop personal sales and referral skills.
  • Achieve monthly personal sales and referral goals.
  • Initiate a sales activity with every member interaction.
  • Assist in achievement of branch sales goals.
  • Generate referrals and leads to the platform, Branch Business Specialist, and/or LBE, Real Estate Mortgage Officer, SAFE Financial Services, and SAFE’s Business Development Officer.
• Assist in the branch’s daily opening and closing activities.
• Assist in the balancing and auditing of all negotiable and dual-custody facilities.
• Maintain accurate and complete records of member transactions.
• Follow CIP procedures and complete regulatory reports to ensure compliance with BSA.
• Participate in personal self-development training through the completion of internal and external training programs.
• Assist with other duties, as assigned.

QUALIFICATIONS 

Education/Certification:
High school diploma or general education degree (GED); and one year related experience in customer service and/or cash handling; or equivalent combination of education and experience.

Experience Required:          
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills/Abilities:

• Knowledge of various computer software programs.
• Ability to communicate effectively.
• Ability to function in a team environment as a proven team player.

LANGUAGE SKILLS

• Excellent communication skills (verbal, written, listening skills, and empathy).
• Expert ability to build relationships with other leaders, business partners, and stakeholders.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

MATHEMATICAL SKILLS AND REASONING ABILITY

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.
• Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 10 pounds.
• Specific vision abilit