Member Services Officer 2

SUMMARY

Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills.

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

Opens new membership and share accounts and closes all accounts.

Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).

Prepares and processes transaction requests by telephone and mail.

Prepares authorized account charges.

Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.

Proactively responds to members’ inquiries and requests using product knowledge.

Approves transactions within authorized limits.

Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.

Assists members in completing forms and documents.

Resolves errors and member concerns in a timely manner.

Balances cash and coin accurately and maintains appropriate cash levels.

Assists in the training of new employees in the branch.

Remains current on knowledge of Credit Union policies, procedures, and services.

Performs duties as assigned by management and may be assigned to work at any branch

QUALIFICATIONS

The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and Experience

Minimum one year of customer service and/or cash handling experience in a retail or banking environment.

Certificates, Licenses and Registrations

None.

Knowledge

Within six months of employment:

Successful completion of core competencies certification.

Knowledge of branch operational activities and basic understanding of lending practices and policies.

Successful completion of Member Services Officer Level 2 certification.

Other Skills and Abilities

Successful completion of pre-employment testing.

Operates a variety of office equipment and machines.

Ability to travel, attend, and participate in training and meetings at various locations.

Physical Requirements

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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the essential functions of this job, the employee:

Occasionally

(up to 3 hours per workday)

Frequently

(3 - 6 hours per workday)

Regularly

(more than 6 hours per workday)

Sits

X

Stands

X

Walks

X

Bends neck or waist

X

Twists neck or waist

X

Stoops or kneels

X

Uses hands to finger, handle, or grasp

X

Repetitively uses fingers

X

Reaches, pulls, or pushes below shoulder level

X

Reaches, pulls, or pushes above shoulder level

X

Lifts and carries

11 to 25 pounds

Up to 10 pounds

Talks

X

Hears

X

Sees

X

Drives a vehicle

X

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Working Condition:

The worker is not substantially exposed to adverse environmental conditions.

Mobility

Moderate

Noise Level

Moderate

AFFIRMATIVE ACTION/EEO STATEMENT:

CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.

For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.