Position Title: Member Solutions Representative
Responsible To: Member Solutions Supervisor
Key Relationships: This position interacts with credit union members, all branch positions and members of the community.

· Provides assistance by listening to members, identifying needs, and providing appropriate financial services.
· Identifies opportunities for cross selling credit union products; provides knowledgeable product information to member; assists member with necessary application forms; and, when different skills/knowledge is required, refers member to appropriate credit union employee for further member care.
· Assists in managing risk by ensuring that all deposit, investment and credit card services meet regulatory and credit union policy requirements such as identification and source(s) of funds; reports any unusual occurrences or fraudulent activity to next level management upon discovery.
· Resolves problems with members’ accounts quickly and to member satisfaction; when appropriate, escalates issues to next level management.
· Ensures cash drawer is accurate at all times; balances cash drawer at the end of each day.
· Assists with administrative tasks including sorting mail and courier bags, producing reports and based on report information, following up with required action, and contacting members.
· Assists with processing ATM and or night deposit transactions as required.
· Contributes to the overall business objectives of the credit union by striving to reach branch and campaign targets; keeps up to date on target status.
· Keeps up to date with all changes and new products in order to provide the best service possible.
· Performs other duties as assigned by next level management as, and when, required.