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Member Experience Rep I - Full Time (40 Hours) - South at WRIGHTPATT CREDIT UNION

Centerville, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

27.68

Posted On

15 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cash handling, Customer service, Transaction processing, Financial product knowledge, Software application proficiency, Keyboarding, Active listening, Risk mitigation, Fraud prevention, Cash drawer balancing, Data entry, Communication

Industry

Financial Services

Description

Member Experience Representatives I (MERs) deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. MERs proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. 1) Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing transactions from night depository, etc. (60%) 2) Listen actively to fully understand and answer members’ questions/concerns and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for members that will save members time, money and/or provide peace of mind. Look for ways to enhance members’ relationships by building trust and confidence. (15%) 3) Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e., security, member identification, fraud prevention, etc.) Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (15%) 4) Balance assigned cash drawer during and at the end of each workday. (5%) 5) Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc. (5%)

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Responsibilities

The Member Experience Representative processes various financial transactions while providing extraordinary service to members. They also proactively identify member needs to suggest appropriate financial products and ensure compliance with security and risk mitigation policies.