Member Services Representative II
Company: Advancial
Location: Mesquite
Posted on: March 18, 2023
Job Description:
This position is located in our Mesquite Branch. SUMMARY Serves
as liaison between member and the Credit Union. -Provides account
information, opens new accounts, handles member's daily credit
union needs. -Performs routine transactions, including deposits,
withdrawals, cash advances, loan payments, transfer and check
cashing. - This position requires the employee to be
service-oriented, self-motivated, and to be able to perform a
variety of tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES include the
following. Other duties may be assigned.
- Cross-sells a wide array of Credit Union products including
loan products, deposit products, and electronic services such as
CUAnywhere and online banking. - Should have basic knowledge of the
features and benefits of loan products for effective
cross-selling.
- Receives checks and cash for deposit, verifies amount, and
examines checks for endorsements. -
- Cashes checks and pays out money after verification of
signatures and member balances. - Places holds on accounts for
uncollected funds in accordance with Advancial policies and
procedures.
- Receives and applies payments to Advancial loans, credit card
payments and cash advances.
- Enters customers' transactions into computer to record
transactions and issues computer generated receipts.
- Balances currency, coin and checks in cash drawer at end of
shift and compares totaled amounts with data displayed on computer
screen.
- Opens new accounts, checking, certificates, money markets and
IRA accounts. - This includes cross-selling debit card, CUAnywhere,
and Online Banking. - Verifies eligibility for new account and
processes through ChexSystems prior to opening new accounts.
Process check orders for members.
- Responsible for correcting all new account exceptions or
transactional errors under Teller Number.
- Provides account information and handles member's daily credit
union needs. -Provides a variety of transaction services to members
in the branch and by phone such as balance inquiry, transfer of
funds, history information, stop payments or photocopy of check(s),
etc. -This includes researching and resolving member concerns.
- Processes and balances bond redemptions when necessary. -
- Prepares daily checks received for deposit. - This includes
balancing, scanning checks, posting general ledgers.
- Makes copies and files correspondence and other records on a
daily basis.
- Performs miscellaneous duties such as assisting in monitoring
supplies and end of day and end of month audit procedures.
- May assist in opening and closing the branch as needed.
- Maintains a positive and caring atmosphere for members and
employees consistent with the Credit Union's mission and
philosophy. -
- Ensures positive relationships with the branches, internal
departments and external partners.
- Responsible for maintaining a working knowledge of computer
equipment and software required including Microsoft Word, Excel,
etc. -The minimum pay is $16/hr. and is based on experience. -
EDUCATION and/or EXPERIENCE High School diploma or equivalent; with
three months related experience and/or training; or equivalent
combination of education and experience. Must be available to work
at least 2 Saturday's a month. - Advancial Federal Credit Union is
an Affirmative Action and Equal Opportunity Employer. All qualified
applicants will receive consideration for employment without regard
to race, color, religion, sex, sexual orientation, gender identity,
age, national origin, or protected veteran status and will not be
discriminated against on the basis of disability. -Equal Employment
Opportunity Posters
Advancial Federal Credit Union participates in the Electronic
Employment Verification process. - Please click here for more
information.
If you are an individual with a disability and would like to
request a reasonable accommodation as part of the employment
selection process, please complete the form below. If you'd like to
view a copy of the company's affirmative action plan, please
complete -this form. Founded in 1937, Advancial is one of the
oldest and largest credit unions in the country. We are an
established and proactive full-service financial institution
providing personal, convenient and advanced financial services to
individuals and select group partners. Our mission is to create
lasting value for our members through superior service, quality
products, and innovative solutions. At Advancial, we always strive
to provide the best service and products to our members because we
love what we do. -We work together to build a culture that promotes
a positive employee experience. - We've been named a Best Company
to Work for in Texas for nine consecutive years and a Best and
Brightest Company to Work For nationally and locally because we're
serious about building fulfilling careers and not just day jobs. We
invite you to learn more about this position and what Advancial has
to offer by completing our online application.
Keywords: Advancial, Mesquite , Member Services Representative II, Other , Mesquite, Texas
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