Senior Member Service Representative (Antelope)

Hourly Range: $21.00 - $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.

WORK ENVIRONMENT/PHYSICAL DEMANDS SUMMARY 

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.