Seeking Member Services Officer 2 for Santa Maria CA 93455
1547 Member Services Officer 2
Non-Exempt Employee Reg Full-Time
1130 E Clark Ave, Suite 149, Santa Maria, CA 93455
Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills.
Opens new membership and share accounts and closes all accounts.
Provides services to members by performing basic 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.
Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
Proactively responds to members’ inquiries and requests using product knowledge.
Approves transactions within authorized limits.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
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.
Assists in the training of new employees in the branch.
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
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations None.
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Successful completion of Member Services Officer Level 2 certification.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.