Member Service Representative

Wauna Credit Union

Posted 3 months ago

Full Time

Forest Grove, Oregon

In Person

Smart Summary

Responsibilities

Responsible for greeting and serving members in the lobby using consultative service principles to assist with transactions and account inquiries. The role involves referring products and services to members to help the credit union achieve its goals.

Qualifications

You have at least one year of experience in cash handling and customer service. You possess a high school diploma or GED equivalent and are adept at performing basic numerical calculations and managing multiple tasks in a fast-paced environment.

Must Have Skills for ATS

cash handling

customer service

sales

Job Description

Description

This position is directly responsible for the needs of our members in the lobby. The primary responsibility is to use The Member Advantage™ sales and service principles while greeting and serving members, providing “hip-to-hip” service in a consultative manner. Position is an introductory role to Wauna and will consistently refer products and services to members to contribute to attainment of CU goals, but is not required to meet sales goals. Position will assist members with: transactions and questions; deposit and loan accounts and services; escalate complaints, member related concerns, procedural and policy concerns and account problems to the appropriate supervisor or department. This is a non-exempt position.

Requirements

  1. High School diploma or GED equivalent.
  2. At least one year of experience dealing with cash and/or general public contacts.

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Physical Demands: While performing the duties of this job, the employee is frequently required to stand and walk; sit; use hands to finger, handle, or feel; and to talk and hear. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.
  • Mental Demands: Continuous alertness to ensure accuracy; performance of basic numerical calculations including decimals; reading, writing, comprehend and analyzing; use of sound and mature judgement, reasoning, and patience; work on several tasks simultaneously and be well- organized in a fast paced environment. Frequent use of problem solving, negotiating and cross selling of products and services.
  • Work Environment: The noise level in the work environment is usually moderate. Exposed to hazard of robbery (training provided to minimize risk). Works near moving mechanical parts of standard office equipment. Occasional exposure to common chemicals used within an office.
  • Work Hours: This job can typically be done within a Monday thru Saturday schedule; however, based on events, there will be times when evening and weekend work is required with little or no notice.

Wauna Credit Union

Wauna Credit Union is a not-for-profit, member-owned and directed full-service financial institution.
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