Member Services Representative- 515 at Empower Federal Credit Union in Syracuse, New York

Job Description:

Role: To ensure members receive friendly, accurate, and timely assistance when addressing member questions, and to be able to provide all member services while utilizing the support departments as needed, while maintaining an image of professionalism.

Essential Functions & Responsibilities:

40% Welcomes members and provides information concerning products and services. Directs members to appropriate department for specific information and service; opens and processes all new accounts, including savings accounts, business accounts, trust accounts, certificates, IRAs and checking accounts; handles requests in a professional, prompt and efficient manner; cross-sells credit union products and services. Meet with members by appointment to develop customized financial goals/solutions, communicate with staff about financial counseling practices, procedures and referral guidelines. Maintain certification and credentials by attending required FiCEP trainings for Financial Counselors.

25% Completes account inquiries, address changes, closing accounts, and account maintenance requests as directed by members, including changes relative to payroll deduction; researches account information or discrepancies for members at their request utilizing all tools available.

10% Receives and processes member financial transactions, including deposits, withdrawals and loan payment transfers amounts from member accounts as directed; posts transactions to member accounts and maintains records; verifies cash and endorsements, issues receipts, and receives check re-orders.

10% Keeps informed of the latest changes in credit union policies and procedures relating to security, compliance, rates, and consumer protection laws.

10% Meets balancing requirements as outlined in the Branch Employee Performance Standards, performs a variety of miscellaneous tasks including typing, filing, computer input, scanning and answering the telephone. Empower has identified and established role specific BSA compliance course training that will be assigned by role requirements through BVS and must be completed by the deadline specified.  

5% Performs other related duties as assigned; must be able to work flexible hours, including Saturdays, at any/all branch locations.

Performance Measurements: 1. See Dayforce Performance

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills: Must have good communication skills for training BSRs; must be able to operate a 10-key calculator and computer keyboard; must be accurate with numbers and names.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit for long periods at a time, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 35 pounds.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.