Member Relations Associate

at  Coast360 Federal Credit Union

SUMMARY:

In accordance with existing procedures and systems, provides a variety of member service functions involving the greeting, assisting and directing of members or guests to appropriate divisions, receiving or distributing miscellaneous documents. Responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services; verifies and processes changes to existing accounts and resolves related account problems. Performs paying and receiving functions and establishes membership relationships and share accounts.
This high contact person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. Work will be performed at the member service reception station, teller stations, drive-thru windows, merchant stations, or member service platform stations.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following job functions. Other job functions may be assigned from time to time. The job functions contained herein are intended to be supplemented by Task Lists which describe various individual tasks associated with each job function.

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

A high school diploma or general equivalency diploma (GED) is required; plus one year related experience in administrative, member/customer service, and cash handling or any equivalent combination of formal training and/or experience which provide the necessary knowledge, skills, and abilities thereof.

LANGUAGE SKILLS:

Ability to read and comprehend simple instructions, short correspondence, and memoranda. Ability to write simple correspondence. Ability to effectively present information in one on one and small group situations to members, potential members and other employees.

MATHEMATICAL SKILLS:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentages.

OTHER SKILLS AND ABILITIES:

Ability to operate standard office equipment and tools such as postage machine, fax machine, telephones, photocopier, typewriter, and utilize appropriate versions of current computer software (e.g., Microsoft Office).

None.