Member Service Representative -ENTRY LEVEL- Full Time (Waukesha Branch)

BASIC RESPONSIBILITES:

Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.

OUR CORE VALUES:

The Member Service Representative I will be expected to act in a manner which is in accordance with Guardian Credit Union’s values:

1. Relationships – We treat each other, our members, and our community with respect.
2. Accountability – We hold ourselves to a higher standard.
3. Teamwork – We work together to reach our goals.
4. Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.

ESSENTIAL FUNCTIONS:

1. Represent the Credit Union to members in a friendly, positive, and professional manner. Provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.  
2. Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members. 
3. Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.  
4. Respond to members' requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.  
5. Check approval authority at manager’s discretion.
6. Accurately reconcile checks and cash drawer daily.

SECONDARY FUNCTIONS:

1. Perform miscellaneous duties (e.g., address changes, automatic transfers, and bond redemption). 
2. Perform daily cash advance balancing.  
3. Ensure that the branch is kept neat and clean on a consistent basis.

SKILLS AND ABILITIES REQUIRED:

Education/Experience:  Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying.  Typical qualifications would be equivalent to:

Successful completion of high school diploma or GED.  A minimum of six months’ experience in cash handling and customer service.

SKILLS:

1. Ability to operate routine office equipment; typing at 35 words per minute minimum.
2. Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
3. Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
4. Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
5. Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
6. Must present a professional, business-like appearance and manner.
7. Must maintain confidentiality.
8. Must be bondable.

WORK ENVIRONMENT:

While performing the duties of this job, the employee reg