The primary function of the position is to serve as a front line member service representative in our branches. The position will facilitate all of our members with their daily transactions as well as look for opportunities to improve a members financial life utilizing Connexs products and services. The position must consistently meet referral goals consisting of both Connex products and member credit report reviews. Member service representatives must be courteous, personable, and accurate while doing transactions for our members, whether it be face to face or via one of our Personal Teller Machines. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to: following all security protocols, balancing personal cashboxes and fostering a positive work environment with fellow staff.
Maintains a balanced personal cash drawer and balanced vault in absence of Service Coordinator
Maintains an excellent knowledge of products and services in order to make proper recommendations and referrals to members
Delivers superior quality service while adhering to corporate, regulatory and audit guidelines
Utilizes problem solving skills and thinks independently to resolve member issues
Meets goals consistently and contributes to the fulfillment of all Connex Credit Union goals.
Projects a professional and friendly image at all times including a positive attitude, composure and a clear, energetic and welcoming speaking voice.
Performance Measurements (if applicable):
Qualifications and Requirements:
High school diploma required
No experience required
Ability to maintain confidentiality of member information
Ability to work collaboratively within the branch environment
Strong communication and sales skills
High degree of responsibility and integrity
Proficiency in Microsoft Office suite
Continued education through selected training courses
Flexible about work hours and shifts to accommodate business and member needs.
Connex Credit Union