Member Service Associate
Notre Dame Federal Credit Union, South Bend, IN, United States
PRIMARY FUNCTION
Meet and exceed member service expectations by performing cash handling responsibilities and assigned member service functions efficiently and accurately, ensuring members’ financial needs are met by referring products and services. Provide education on Credit Union products and services, ensuring members receive excellent service at all times following the Credit Union’s member service model. Perform all tasks accurately in alignment with the Credit Union’s mission, contribute to branch sales and service goals, and consistently demonstrate Notre Dame FCUcore values.
ESSENTIAL DUTIES & RESPONSIBILITIES CASH HANDLING RESPONSIBILITIES
Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
Sell cashier’s checks, gift card and other products sold at the teller line.
Perform Visa and MasterCard cash advances as well as Equity loan advances.
Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
Accept current and prior year IRA deposits.
Follow Credit Union policy when placing check holds and completing Currency Transaction Reports.
Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
Approve checks within check authority limits.
Cash bonds and update member records accordingly, including tax files records.
Verify branch cash shipments and ATM cash deposits.
Redemption and Foreign Currency orders.
Facilitation of Foreign Check creation.
Assist in the security of the branch vault and safe deposit box operations.
Operate and aid in balancing the coin machine, assist members in running coin as needed.
Operate the cash counter as needed when aiding in branch balancing and auditing.
OPERATIONAL COMPLIANCE / AUDIT
Maintain minimal operational errors while performing duties.
Assist the branch in security and fraud prevention; greet members, recognize fraudulent checks, documents, and situations.
Adhere to record‑retention requirements of Notre Dame Federal Credit Union.
Correctly complete all member documentation.
Adhere to all BSA onboarding CIP procedures.
Abide by and follow Regulation B, Regulation CC and Regulation E; regularly educate members on Regulation D.
MEMBER SERVICE
Assist members in a consultative sales mentality; recommend and assist with financial literacy via products and solutions.
Maintain a vast understanding of all products and services through ongoing training.
Aid in handling member issues/concerns/complaints; deescalate any outstanding issues.
Greet, assist and aid all members entering the branch; seek relationship‑building opportunities.
Profile new and current members and cross‑sell appropriate products and services.
Track all referrals and member‑related issues via sales trackers and production trackers.
Order checks, create, maintain and close certificates as needed.
Complete online courses as needed and assigned.
Assist members in balancing check books, reconciling account history and personal finances.
Promote the organization internally and externally.
Process debit card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes, and core debit card system operations.
Perform stop pays on request.
Complete wire transfer documentation and aid Electronic Services.
Set up and create Automated Funds Transfers (AFT) for deposit accounts and loan products.
Operate computer to accurately post transactions, open, close and service accounts, access account information, and update member account information.
Know branch opening and closing procedures and perform duties as necessary.
Assist with monthly branch audit checklist and other reports and audits as needed.
Promote a favorable image of the Credit Union in the community.
SUPERVISORY RESPONSIBILITIES None.
PERFORMANCE STANDARDS The Member Service Associate must fully understand Credit Union products and services, assist members in using them, maintain a cooperative and positive attitude toward members and staff, consistently uphold the Credit Union’s Service Expectation Model, and have a full understanding of the teller line in all capacities.
REQUIREMENTS QUALIFICATION REQUIREMENTS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE High school diploma or GED; plus six to twelve months related experience or training; or equivalent combination of education and experience.
LANGUAGE SKILLS Read and comprehend simple instructions, short correspondence, and memos; write simple correspondence and present information in one‑on‑one and small group situations to members, potential members, and other partners.
MATH & REASONING SKILLS Calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide using whole numbers, fractions, and decimals.
OTHER SKILLS & ABILITIES Proficiency in Microsoft Excel and Word; use Credit Union’s computer system for input/output transactions and e‑mail; operate office equipment (PC, calculator, fax, telephone, photocopier, scanner). Attention to detail, strong analytical abilities, and understanding of lending are important. Proficiency in all member online access channels is required. Familiarity with other financial institutions’ products and services benefits the role.
PHYSICAL DEMANDS Hands, finger, handle or feel objects; talk and hear. Walk, sit, stand, reach, kneel, crouch, or crawl occasionally; lift up to 50 pounds.
MENTAL DEMANDS Alertness, precision, resourcefulness, problem solving, numeracy, persuasion, auditory perception, memory, creativity, concentration, judgment, writing, reading, reasoning, imagination, initiative, patience, visual perception, analysis.
WORK ENVIRONMENT Noise level usually quiet to moderate.
REGULATORY COMPLIANCE & CONFIDENTIALITY Maintain compliance with BSA, OFAC, AML regulations and preserve confidentiality of non‑public information.
SUMMARY Notre Dame Federal Credit Union began in 1941 as a conversation between two professors from the University of Notre Dame. Over 75 years later, we serve over 56,000 members worldwide. We regard our partners as our greatest asset and strive to change one life every day. If you share this passion to make an impact, apply to join Notre Dame FCU.
#J-18808-Ljbffr
ESSENTIAL DUTIES & RESPONSIBILITIES CASH HANDLING RESPONSIBILITIES
Accept deposits, perform withdrawals and transfers, cash checks and make loan payments.
Sell cashier’s checks, gift card and other products sold at the teller line.
Perform Visa and MasterCard cash advances as well as Equity loan advances.
Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments.
Accept current and prior year IRA deposits.
Follow Credit Union policy when placing check holds and completing Currency Transaction Reports.
Responsible for the daily balancing of cash drawer, daily checks, and traveler checks.
Approve checks within check authority limits.
Cash bonds and update member records accordingly, including tax files records.
Verify branch cash shipments and ATM cash deposits.
Redemption and Foreign Currency orders.
Facilitation of Foreign Check creation.
Assist in the security of the branch vault and safe deposit box operations.
Operate and aid in balancing the coin machine, assist members in running coin as needed.
Operate the cash counter as needed when aiding in branch balancing and auditing.
OPERATIONAL COMPLIANCE / AUDIT
Maintain minimal operational errors while performing duties.
Assist the branch in security and fraud prevention; greet members, recognize fraudulent checks, documents, and situations.
Adhere to record‑retention requirements of Notre Dame Federal Credit Union.
Correctly complete all member documentation.
Adhere to all BSA onboarding CIP procedures.
Abide by and follow Regulation B, Regulation CC and Regulation E; regularly educate members on Regulation D.
MEMBER SERVICE
Assist members in a consultative sales mentality; recommend and assist with financial literacy via products and solutions.
Maintain a vast understanding of all products and services through ongoing training.
Aid in handling member issues/concerns/complaints; deescalate any outstanding issues.
Greet, assist and aid all members entering the branch; seek relationship‑building opportunities.
Profile new and current members and cross‑sell appropriate products and services.
Track all referrals and member‑related issues via sales trackers and production trackers.
Order checks, create, maintain and close certificates as needed.
Complete online courses as needed and assigned.
Assist members in balancing check books, reconciling account history and personal finances.
Promote the organization internally and externally.
Process debit card orders, transaction research, travel notifications, log maintenance, disputes, velocity changes, and core debit card system operations.
Perform stop pays on request.
Complete wire transfer documentation and aid Electronic Services.
Set up and create Automated Funds Transfers (AFT) for deposit accounts and loan products.
Operate computer to accurately post transactions, open, close and service accounts, access account information, and update member account information.
Know branch opening and closing procedures and perform duties as necessary.
Assist with monthly branch audit checklist and other reports and audits as needed.
Promote a favorable image of the Credit Union in the community.
SUPERVISORY RESPONSIBILITIES None.
PERFORMANCE STANDARDS The Member Service Associate must fully understand Credit Union products and services, assist members in using them, maintain a cooperative and positive attitude toward members and staff, consistently uphold the Credit Union’s Service Expectation Model, and have a full understanding of the teller line in all capacities.
REQUIREMENTS QUALIFICATION REQUIREMENTS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND/OR EXPERIENCE High school diploma or GED; plus six to twelve months related experience or training; or equivalent combination of education and experience.
LANGUAGE SKILLS Read and comprehend simple instructions, short correspondence, and memos; write simple correspondence and present information in one‑on‑one and small group situations to members, potential members, and other partners.
MATH & REASONING SKILLS Calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages; add, subtract, multiply, and divide using whole numbers, fractions, and decimals.
OTHER SKILLS & ABILITIES Proficiency in Microsoft Excel and Word; use Credit Union’s computer system for input/output transactions and e‑mail; operate office equipment (PC, calculator, fax, telephone, photocopier, scanner). Attention to detail, strong analytical abilities, and understanding of lending are important. Proficiency in all member online access channels is required. Familiarity with other financial institutions’ products and services benefits the role.
PHYSICAL DEMANDS Hands, finger, handle or feel objects; talk and hear. Walk, sit, stand, reach, kneel, crouch, or crawl occasionally; lift up to 50 pounds.
MENTAL DEMANDS Alertness, precision, resourcefulness, problem solving, numeracy, persuasion, auditory perception, memory, creativity, concentration, judgment, writing, reading, reasoning, imagination, initiative, patience, visual perception, analysis.
WORK ENVIRONMENT Noise level usually quiet to moderate.
REGULATORY COMPLIANCE & CONFIDENTIALITY Maintain compliance with BSA, OFAC, AML regulations and preserve confidentiality of non‑public information.
SUMMARY Notre Dame Federal Credit Union began in 1941 as a conversation between two professors from the University of Notre Dame. Over 75 years later, we serve over 56,000 members worldwide. We regard our partners as our greatest asset and strive to change one life every day. If you share this passion to make an impact, apply to join Notre Dame FCU.
#J-18808-Ljbffr