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Member Service Representative I

Company: Central State Credit Union
Location: Stockton
Posted on: January 24, 2023

Job Description:

Job DescriptionJob Summary:This position provides a broad range of services to the credit union membership conducting financial and other services in the Teller Department while providing excellent customer service to all members.Duties/Responsibilities:

  • Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed.
  • Assist members with home banking, electronic statements and stop payments.
  • May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person.
  • Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations.
  • Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities.
  • Responsible for maintaining current knowledge of company policies, products, and services.
  • Performs other duties as assigned.Required Skills/Abilities:
    • Excellent communication and interpersonal skills are required.
    • Strong attention to detail and excellent organizational skills.
    • Ability to work with minimal or no supervision.
    • Time management ability.
    • Strong math, communication, and keyboarding skills
    • Ability to crosssell credit union products/services.
    • Ability to prioritize and manage multifunctional tasks.
    • Ability to handle cash.Education and Experience:
      • High School diploma or equivalent.
      • Three to six months prior teller experience or equivalent.Physical Requirements:
        • Prolonged periods of sitting at a desk and working on a computer.
        • May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing.
        • May be required to work in an environment with high noise levels and unpredictable temperature and ventilation.Company DescriptionCentral State Credit Union is a community credit union dedicated to serving the San Joaquin, Stanislaus, Tuolumne, Amador & Calaveras counties since 1936. CSCU serves over 18,000 members and has over $240 million in assets. Central State Credit Union is proud to provide a full compliment of quality financial products.by Jobble

Keywords: Central State Credit Union, Stockton , Member Service Representative I, Other , Stockton, California

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