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Service Representative

3Rivers Federal Credit Union, Indiana, PA, United States


Reports To Branch Manager

Position Type Non-Exempt

Location Onsite - Float Team

Manages None

Pay Range $16.05/hr - $23.95/hr (Pay dependent on skill and experience. Top of the range reflects candidates with 10+ years in similar positions.)

Position Summary Identifies opportunities to service our membership through daily conversations and referrals. Executes elevated levels of professionalism by building rapport and emphasizing accuracy every day. Evaluates productivity by understanding the business impact of the results that are generated and the decisions that are made. Connects the membership with the 3Rivers team by assisting in problem resolution and using effective communication.

Position Requirements

Ability to champion conversations and membership rapport by becoming a trusted resource for members and team members alike.

Builds rapport by establishing trusting relationships with members and providing consistent high-quality service.

Performs teller transactions on members’ accounts accurately and in accordance with current practices, examines signatures and endorsements comparing them to valid identification.

Safeguards workstation by keeping drawer locked when away from terminal, maintaining the established limits of cash in drawer, and accurately counting cash in vault buys and sells.

Acts in the members’ best interest through compliance with all credit union policies and procedures, as well as maintaining knowledge of regulations (i.e., Reg CC, Bank Secrecy Act, OFAC, Patriot Act, Reg E, Reg DD, etc.).

Ensures all Credit Union member information and transactions are kept confidential.

Work Environment Normal

Knowledge Requirements

Excellent communication skills (both oral and written)

Ability to gather and analyze data.

Experience preferred in regard to cash handling (cashier) and clerical office work.

Strong sales and service skills.

Ability to operate computer, typewriter, phone, adding machine, and other office equipment.

Interpersonal skills to present the Credit Union in a positive way during transactions.

Education & Experience

High School diploma or equivalent.

College degree and/or sales experience, preferred.

Core Values

Commitment – Be all in.

Consistency – Be all in EVERY DAY.

Innovation – Think (UYH) and ASK WHY.

Integrity – Do the RIGHT thing, not the easy or quick thing.

Quality – Do an OUTSTANDING job, don’t run out of GAS.

Trust – Hold trust and be trustworthy.

Value – Make members' lives better, easier, safer; help them fulfill dreams; help them do what they don’t know how to or think isn’t possible even if it’s not here; make them wiser; help them build wealth beyond saving $.

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