Member Representative I

Requirements

• Solves problems and provides thoughtful solutions to members’ financial and digital needs.
• Keeps up to date on Credit Union regulations, policies, and procedures.
• Performs related clerical duties accurately.
• Attends meetings and training as required.
• Understands and exhibits operational responsibilities in regards to systems and equipment in the branches.
• Maintains cash balances in drawers/vaults accurately.
• Ensures member questions or problems are courteously and promptly resolved.
• Onboards members to self-service options.
• Provides follow-up as needed.
• Ensures good business relations exist with members.
• Follows established Values Based service goals.
• Provides excellent communication.
• Works at other locations as needed.
• Identifies and cross-sells appropriate deposit, loan, and digital products by assessing members’ financial needs and offering suitable products.
• Meets individual and Credit Union goals on a consistent basis.
• Actively and professionally cross-sells Credit Union services.
• Maintains and projects the Credit Union's professional reputation.
• Maintains privacy of member account information.
• Ensures that the work area is clean, secure, and well-maintained.
• Adheres to the Clean Desk Policy to ensure the security of the desk area.
• Good working relationships and coordination exist with area personnel and management.
• Appropriate assistance is provided to area staff as needed.
• The supervisor is appropriately informed of area activities and significant problems.