Member Service Representative I

Member service • Financial transactions • Cash handling

Reports to: Branch and Operations Manager
Classification: Non-Exempt

About the Role

Help members with their everyday financial transactions while delivering accurate, quality service. As a Member Service Representative I, you will receive and disburse cash and other negotiable instruments, maintain accurate transaction records, and help meet members’ financial needs.

What You’ll Do

· Cash checks and disburse funds after verifying signatures and confirming sufficient funds for withdrawals.

· Accept deposits and confirm transaction accuracy.

· Prepare, verify, and issue cashier’s checks, bank and personal money orders, traveler’s checks, E bonds, and correspondent drafts.

· Record all transactions in the recordkeeping system and provide member receipts.

· Review checks for proper endorsements, dates, payee identification, bank names, and overall legality.

· Identify opportunities to promote banking services that meet members’ needs.

· Calculate daily transaction totals using appropriate technology and balance all cash drawer funds at the end of each shift.

· Accept and count daily inventories of cash, drafts, and traveler’s checks.

· Maintain a secure work area to protect negotiable instruments and confidential records.

· Prepare funds for deposit or shipment to branch banks or the Federal Reserve Bank.

· Order cash supplies to meet daily needs.

· Perform other related duties as assigned.

• A high school education or GED
• Customer service experience and/or cash handling experience
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Competency in Microsoft Office applications, ten key calculator and computer keyboard by touch.
• Good communication skills.
• Must be good with detail to deal with numbers and names accurately.
• High level of customer service skills both in person and on the phone.
• Ensure compliance with all regulatory and legal requirements.