Job Details

Seeking Member Service Officer 1 or 2

Company

Military-Civilian

Published

2020-06-02

Closes

 

Location

Lompoc, California, United States

Category

Banking and Finance

Type

Full-time

Description

Member Service Officer 1 or 2

Part Time

Member Service Officer 1 or 2
Part-time Non-Ex Reg Part-Time Clerical
Base, Lompoc, CA 93436
ID: 1300

Member Services Officer 1 or 2
Ensures personal safety and security, as well as that of co-workers, by safely and securely operating and handling Credit Union equipment property. Observes safe work practices, keeping immediate area clean and unobstructed, equipment maintained properly, and all Credit Union safety policies followed.
Follows policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and
Customer Identification Program (CIP) to ensure daily compliance with current regulations.Provides services to members by performing banking transactions such as deposits, withdrawals, transfers and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Processes money orders, cashier’s checks and other services.
Actively explains, promotes and cross-sells Credit Union services, products, programs and investment opportunities.
Proactively responds to members’ inquiries and requests using product knowledge.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels within limits.
Remains current on knowledge of Credit Union policies, procedures and services.
Performs duties as assigned by management and may be assigned to work at any branch.
Maintains adequate control of member and Credit Union confidential information as outlined in Section 9 of the Employee Handbook.Page 2 of 5

Qualifications: Relevant customer service and/or cash handling experience in a retail or banking environment

Please apply online