Member Relationship Officer
Empeople Credit Union, Fond du Lac, Wisconsin, United States, 54035
Overview
The Member Relationship Officer (Teller) is responsible for delivering exceptional member experience while serving members’ financial needs in a retail branch lobby. Responsibilities include promptly greeting members, providing account service to include processing account transactions (handling cash and checks, deposits, withdrawals, loan payments), handling general account maintenance functions, and resolving member inquiries. MROs (Tellers) are expected to educate members on products and service offerings and encourage self-service options such as digital banking, remote deposit capture, bill payment and ATM utilization.
Responsibilities
Professionally greet members entering the branch lobby and act as a concierge of the Empeople experience. Welcome and acknowledge all members, anticipate and address member service needs, assist individuals with disabilities, and thank members with genuine appreciation. Educate members about products and services and promote self-service options such as Digital Banking, Bill Payment, remote deposit capture (eDeposit), debit cards, e-statements, ATMs, and alerts. Handle all account servicing requests from members. Coordinate and carry out deposit, transaction and member services functions in accordance with policies, principles, and procedures. Answer questions about products and services and resolve problems within your authority; refer issues beyond scope to the Branch Operations Manager with recommendations for solutions. Manage daily credit union operations including record retention, cash management, inventory, daily reconciliations and balancing, and branch security. Ensure all required paperwork and documentation are completed per policies and procedures. Operate cash recycler and investigate/resolving balancing discrepancies. Process cash advances and the instant issuance of debit and credit cards. Identify members eligible for Financial Wellness Programs and refer through appropriate channels. Represent Empeople with a professional image and maintain a favorable office environment with attention to privacy, confidentiality, safety, and accessibility. Develop and maintain positive working relationships, support the team to reach goals, and respond to concerns from colleagues. Promote the credit union philosophy and core values: We Care, We Serve, We Teach, and We Learn in work habits, processes, and service delivery. Comply with quality assurance expectations and standards. Provide Notary services to members. Comply with all applicable laws, regulations, policies, and procedures, including Regulation CC, Bank Secrecy Act, OFAC and USA PATRIOT Act, and CIP. Maintain confidentiality of member information. Must be able to work weekend hours as required. Perform other related duties as assigned.
Qualifications
Knowledge Of
Customer Service Credit Union policies and procedures
Ability To
Operate a PC using Microsoft Office and the Credit Union’s financial software to access member accounts, perform transactions and inquiries. Identify and analyze member and employee needs and create solutions. Communicate professionally, verbally and in writing, with coworkers, employees, and members. Ability to work weekends.
Required Education And Experience
High School diploma or GED and two years of related teller, customer service and cash handling experience.
License Or Certificate
Notary Public Bondable Acceptable Credit History
Competencies
Customer Service Communication Skills Mathematical Skills Reasoning Ability
Pay Range
USD $39,576.00 - USD $59,262.00 /Yr.
Compensation & Benefits
Salary Range: $38,800-$58,100 Health, Dental & Vision Benefits Bonus opportunity 401(k) with match and profit sharing Flexible Time Off
Empeople Credit Union is an EEO/Affirmative Action Employer.
Empeople Credit Union is an at-will employer. Employment is at will. Employees may resign at any time, and Empeople Credit Union may terminate employment at any time, with or without notice or cause. False statements or material omissions in the Application for Employment may be grounds for termination.
#J-18808-Ljbffr
The Member Relationship Officer (Teller) is responsible for delivering exceptional member experience while serving members’ financial needs in a retail branch lobby. Responsibilities include promptly greeting members, providing account service to include processing account transactions (handling cash and checks, deposits, withdrawals, loan payments), handling general account maintenance functions, and resolving member inquiries. MROs (Tellers) are expected to educate members on products and service offerings and encourage self-service options such as digital banking, remote deposit capture, bill payment and ATM utilization.
Responsibilities
Professionally greet members entering the branch lobby and act as a concierge of the Empeople experience. Welcome and acknowledge all members, anticipate and address member service needs, assist individuals with disabilities, and thank members with genuine appreciation. Educate members about products and services and promote self-service options such as Digital Banking, Bill Payment, remote deposit capture (eDeposit), debit cards, e-statements, ATMs, and alerts. Handle all account servicing requests from members. Coordinate and carry out deposit, transaction and member services functions in accordance with policies, principles, and procedures. Answer questions about products and services and resolve problems within your authority; refer issues beyond scope to the Branch Operations Manager with recommendations for solutions. Manage daily credit union operations including record retention, cash management, inventory, daily reconciliations and balancing, and branch security. Ensure all required paperwork and documentation are completed per policies and procedures. Operate cash recycler and investigate/resolving balancing discrepancies. Process cash advances and the instant issuance of debit and credit cards. Identify members eligible for Financial Wellness Programs and refer through appropriate channels. Represent Empeople with a professional image and maintain a favorable office environment with attention to privacy, confidentiality, safety, and accessibility. Develop and maintain positive working relationships, support the team to reach goals, and respond to concerns from colleagues. Promote the credit union philosophy and core values: We Care, We Serve, We Teach, and We Learn in work habits, processes, and service delivery. Comply with quality assurance expectations and standards. Provide Notary services to members. Comply with all applicable laws, regulations, policies, and procedures, including Regulation CC, Bank Secrecy Act, OFAC and USA PATRIOT Act, and CIP. Maintain confidentiality of member information. Must be able to work weekend hours as required. Perform other related duties as assigned.
Qualifications
Knowledge Of
Customer Service Credit Union policies and procedures
Ability To
Operate a PC using Microsoft Office and the Credit Union’s financial software to access member accounts, perform transactions and inquiries. Identify and analyze member and employee needs and create solutions. Communicate professionally, verbally and in writing, with coworkers, employees, and members. Ability to work weekends.
Required Education And Experience
High School diploma or GED and two years of related teller, customer service and cash handling experience.
License Or Certificate
Notary Public Bondable Acceptable Credit History
Competencies
Customer Service Communication Skills Mathematical Skills Reasoning Ability
Pay Range
USD $39,576.00 - USD $59,262.00 /Yr.
Compensation & Benefits
Salary Range: $38,800-$58,100 Health, Dental & Vision Benefits Bonus opportunity 401(k) with match and profit sharing Flexible Time Off
Empeople Credit Union is an EEO/Affirmative Action Employer.
Empeople Credit Union is an at-will employer. Employment is at will. Employees may resign at any time, and Empeople Credit Union may terminate employment at any time, with or without notice or cause. False statements or material omissions in the Application for Employment may be grounds for termination.
#J-18808-Ljbffr