1546 Member Services Officer 2 - Arroyo Grande, CA
1546 Member Services Officer 2
Non-Exempt Employee Reg Full-Time
Five Cities (Oak Park), 1580 W Branch Street, Arroyo Grande, CA 93420
Under the general supervision of the Call Center Supervisor, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting members with their banking needs and effectively cross-selling products, services and solutions. Some duties may involve working with members via ITM. Promotes and maintains a positive image of CoastHills.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business need
Opens new membership and share accounts and closes all accounts.
Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
Proactively responds to members’ inquiries and requests using product knowledge.
Approves transactions within authorized limits.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels.
Assists in the training of new employees in the branch.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Successful completion of Member Services Officer Level 2 certification.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
Please apply online
CoastHills Credit Union is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment, without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Locations: California (CA)