Teller/Member Service Representative
Company: Pacific Service Credit Union
Location: Clovis
Posted on: May 26, 2023
Job Description:
Working for Pacific Service Credit Union
We put people first. That includes our members, our employees and
the communities we serve. We hire energetic and enthusiastic people
who want to work as part of our team.
What's in it for you?
Health insurance coverage: We provide our employees with 100%
premium employer-paid medical, dental, vision, disability and basic
life insurance for full-time employees and a low monthly premium
for eligible dependents.
401k: We contribute 3% of your base salary to your 401k account
regardless of whether you contribute or not. In addition, we match
75% of your contributions up to the first 3% of eligible
compensation beginning after your first day of employment and up to
6% after three years of service. All employees are vested at 100%
for the employer match beginning the first day of employment.
Bonus program: All employees are rewarded for attaining our annual
organizational goals.
Tuition Reimbursement program for employees eligible after six
months of service.
Recognition program where employees can be nominated by management,
their peers or by members.
Employee referral bonus.
Student Loan Repayment Assistance: Contributions toward your
student loans every month by the credit union after six months of
service.
Employees are eligible to receive a consumer loan rate discount
Vacation and sick time: Full-time employees receive more than two
weeks' vacation per year, 11 paid holidays and 10 days of sick
leave.
Our Hiring Process
We believe it's important for you to know where you stand in our
hiring process. Below is an outline of the steps we take to make
the best hires possible.
Apply: Submit your resume for one of our job openings.
Our Talent Team and our partner - Total Quality Consulting (TQC
Team) will review your submitted information and will call or email
successful applicants for an interview as soon as possible.
In-Person Interview: After a screening call with TQC, we'll invite
a final number of candidates to our office for an in-person
interview or set up a live Zoom meeting with the hiring
manager(s).
If we believe that you have what it takes, we'll make an offer and
provide next steps in the hiring process!
Position Summary: TheTeller/Member Service Representative creates a
superior member service experience by ensuring that members receive
friendly, accurate, and timely assistance with their transaction
requests over-the-counter or by phone. The individual will comply
with all federal and state laws, as well as organizational
policies, procedures, and processes, including, but not limited to,
those related to the Bank Secrecy Act (BSA), Identity Theft Red
Flags, and Office of Foreign Assets Control (OFAC).
Essential Functions:
- Provide credit union services to members, including the opening
of accounts, disbursements of funds, posting withdrawals, deposits
and loan payments, and the processing of other account
transactions.
- Respond to requests for information relative to products and
services provided by the credit union.
- Perform daily reconciliation and balancing of an individual
cash drawer.
- Recommend and cross sell credit union products and services to
members in accordance with established goals.
- Maintain branch appearance, i.e., replenish brochure racks,
update rate sheets, etc.
- Perform a variety of miscellaneous tasks, including: balancing
the ATM, Coinstar postings, retrieving and posting night drop
deposits, filing, and answering the telephone.
- Provide service and correspond with members via our
Branchline-messaging delivery channel.
- Perform reconciliation and balancing of the Vault and Cash
Recycler.
- Perform various account file maintenance, including processing
requests for change of address, account ownership modifications,
ordering replacement ATM/debit cards, etc.
- Provide security assistance and technical troubleshooting
assistance of remote delivery products, including BranchLine,
ExpressLine, Mobile Banking, and Bill Pay.
- Perform basic IRA transactions using the appropriate forms.
Able to open new IRA accounts, process deposits and withdrawals,
and answer basic IRA questions.
- Identify and recommend ways to continuously streamline or
improve work processes and environments and perform other general
clerical duties as assigned.
- Process outgoing wire transfers, including completing the wire
transfer checklist and performing security verification, as
appropriate.
- Perform all duties and responsibilities of a consumer loan
interviewer by providing information about all consumer loan
products and services, including calculating payments, quoting
rates, payoffs, and taking loan applications.
- Responsible for preparing loan documents, disbursement of loan
proceeds and discussing loan decisions with members in accordance
with established policies and procedures.
- Ensure that member service is the top priority by answering and
returning member and co-worker communications promptly, having
proper forms and documentation with which to open accounts readily
available, and keeping in touch with members and co-workers
regarding the status of research or loan applications.
- Complete Currency Transaction Reports in accordance with the
requirements outlined in the Credit Union's current Bank Secrecy
Act (BSA) Policy
- Perform required Office of Foreign Assets Control (OFAC)
screens as outlined in the Credit Union's current BSA Policy and
report any positive matches to the BSA Officer.
- Monitor and communicate potential suspicious
activity/transactions to the Credit Union's BSA Officer and/or
Fraud Analyst utilizing the Credit Union's Suspicious Activity
Investigation (SAR) Report Form.
Non-Essential Functions:
- Provide relief for other positions in all branches, as
requested.
- Perform other duties as assigned by the Branch Manager.
Knowledge, Qualifications and Skills:
- Education: High School diploma or equivalency required.
- Experience: One-year of customer service experience required;
previous experience in a credit union or bank preferred.
- Skills and Abilities: Ability to effectively communicate
with/manage difficult members and situations and handle general
public in challenging situations is required. Confident and
comfortable in speaking with members about their financial goals to
cross sell appropriate products/services. Aptitude to perform basic
accounting functions, including exceptional arithmetic skills. Cash
handling experience with ability to perform daily reconciliation
and balancing of a teller cash drawer. Capacity to use keyboard,
10-key calculator and all other general office equipment.
- Extra Credit Skills: Knowledge of Symitar software system
preferred. Spanish/English bilingual desired. You will bring your
enthusiasm, collaborative work-style, inquisitive attitude,
flexibility, creativity, focus on excellence, and overall
"great-to-work-with" demeanor.
- Travel Required: Less than 10% local travel required. Travel
during assigned shifts requires ability to operate personal
vehicle. Occasional travel to more remote locations; similar, but
not limited to our Fresno branch.
- Hours Required: Non-Exempt employee with ability to work branch
hours Monday through Friday. Hours and locations will fluctuate as
business needs and business development activities dictate.
Salary is depending on experience. Please see salary ranges for
each Member Service Representative position level:
MSR I: $36,488 - $52,125
MSR II: $43,855 - $62,650
MSR III: $50,400 - $72,000
Keywords: Pacific Service Credit Union, Clovis , Teller/Member Service Representative, Sales , Clovis, California
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