Member Service Rep II - Branch
Company: TruWest Credit Union
Posted on: May 19, 2019
Requisition Number 19-0035 Post Date 4/22/2019 Title Member Service
Rep II - Branch City MESA State AZ 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
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
associates; demonstrating the TruService Philosophy and the values
shown on the TruWest Vision, Mission Values card.
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
This job requires a minimum of one year Teller II or similar
Knowledge and Skills:
Individual must have displayed good sales and referral abilities.
Requires advanced knowledge of TruWest products, services and
account requirements in order to identify cross-selling
opportunities, which will benefit the member. Individual must have
of the credit unions policy and procedures as well as basic lending
regulations. Must have the ability to perform math calculations
with a high degree of accuracy, good attention to detail, and good
knowledge of negotiable instrument elements. Must have
to advanced knowledge of the TruWest computer system, advanced PC
skills (including navigating within appropriate Web sites) and
experience with office equipment such as 10-key calculator, PC
keyboard, copy and fax machines. Individual must have good
and written communication skills, as well as strong customer
service and interpersonal skills. Must be able to work with little
or no supervision and complete tasks in a timely manner. Must
project a professional image.
Requirements Primary Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
- 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).
- Participate in business develop activities such as promotions,
visiting businesses with the Manager and New Employee Orientations,
- Understands negotiable instrument elements and can perform all
teller transactions including ATM reconciliation, and cashiering
- Accurately complete and process product/service/loan
applications for review and evaluation and interfacing with members
in response to applications submitted.
- 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
- Provides personalized, professional service to all members in
an exceptional manner, seeking out opportunities to exceed member
- A good understanding of Business Accounts, IRAs (including
Ascensus) and other special accounts and the documents required
during account opening.
- 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.
- Understands and can perform the duties of Membership Officer,
Notary and Signature Guarantee transactions.
- Follows credit union policy and procedure as they relate to
Tellers and Member Service Representatives.
- A good understanding of the TruSales (Solonis) System;
including prompts, alerts, and othersales tools.
- Source documents, checks and balance sheet are properly
processed by following established procedures.
- A good understanding of the electronic check process.
Keywords: TruWest Credit Union, Phoenix , Member Service Rep II - Branch, Sales , Mesa, Arizona
Didn't find what you're looking for? Search again!