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Member Service Rep II


   Closing Date: Mar. 07, 2019

Employer:TruWest Credit Union
Job Location: Austin - Williamson County
Employment Type:Full Time
Salary Range:$15-$17
Benefits:Lucrative First Day Benefits

Description:

This position is responsible for assisting the membership with TruWest product, service and account information, and may be responsible for the daily operations of a satellite branch (if applicable). Responsible for assisting with the branch opening and closing duties, teller duties, opening new accounts and deposit products, and loan processing. Responsibilities include verifying information on deposit applications, approving/disapproving applications for service while assuring compliance with credit union policy and procedures. This position requires monitoring the daily activity, compiling and providing statistical reports at month end or as needed. Individual must also investigate and handle error resolution, maintain and balance a cash drawer as well as the daily balancing of all negotiable instruments and ATM’s. Individual must present a professional image at all times as well as have the ability to maintain a flexible schedule. Must provide spontaneous service excellence to members, employees and business associates; demonstrating the TruService Philosophy and the values shown on the TruWest Vision, Mission Values card.

Duties:

Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1.Identify member’s financial needs through profiling and promoting appropriate products and services to maximize cross-sale opportunities and maintain acceptable referral and sales levels (meeting established TruService Survey scores).
2.Participate in business develop activities such as promotions, visiting businesses with the Manager and New Employee Orientations, if applicable.
3.Understands negotiable instrument elements and can perform all teller transactions including ATM reconciliation, and cashiering and reconciliation.
4.Accurately complete and process product/service/loan applications for review and evaluation and interfacing with members in response to applications submitted.
5.Understands and can open all deposit accounts and accurately originate and book applicable loan products; completing necessary documentation for application processing as required by state and federal laws.
6.Provides personalized, professional service to all members in an exceptional manner, seeking out opportunities to exceed member expectations.
7.A good understanding of Business Accounts, IRAs (including Ascensus) and other special accounts and the documents required during account opening.
8.Consistently educates members about their financial choices, by listening, asking about and understanding their needs – responding by recommending appropriate financial products/services. Provides consistent follow through.
9.Understands and can perform the duties of Membership Officer, Notary and Signature Guarantee transactions.
8. Follows credit union policy and procedure as they relate to Tellers and Member Service Representatives.
9. A good understanding of the TruSales (Solonis) System; including prompts, alerts, and othersales tools.
10.Source documents, checks and balance sheet are properly processed by following established procedures.
11.A good understanding of the electronic check process.

Qualifications:

Education:
Requires education associated with high school diploma. Passing of Certifications A – D of the TruAchievement Branch Program (if participating in this program), and some college in a related field is preferred.

Experience:
This job requires a minimum of one year Teller II or similar related experience.
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