Member Service Representative, Part Time (Waukesha Branch)
Waukesha, WI 
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Posted 2 days ago
Job Description
Job Details
LevelEntry
Job LocationWaukesha - Waukesha, WI
Position TypePart Time
Education LevelHigh School
Salary RangeUndisclosed
Travel PercentageNone
Job ShiftDay
Job CategoryBanking

Description

Guardian Credit Union is looking for individuals with great customer service skills who possess a passion for growth and development! We are a not-for-profit, member owned cooperative, dedicated to being the members primary financial institution by providing superior comprehensive, courteous, and prompt service.

BASIC RESPONSIBILITIES: Under direct supervision, responsible for providing members with service on a variety of transactions. Welcomes members to the credit union and provides general information concerning credit union products and services.

ESSENTIAL FUNCTIONS:

  1. Represents the Credit Union to the members in a friendly, positive and professional manner, and provides prompt, efficient, confidential and accurate service in the processing of transactions over the counter, by phone, and by mail.
  2. Handles all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing, miscellaneous receipts) and other normal inquiries by members.
  3. Cross-sells all services offered by the Credit Union. Responds to members' requests, problems and complaints, and/or directs them to the proper person for specific information and assistance.
  4. Answers members' questions regarding their accounts (e.g. errors in posting of deposits, withdrawals, etc.)
  5. Accurately reconciles checks and cash drawer daily.

SECONDARY FUNCTIONS:

Performs miscellaneous duties, e.g., debit disputes, automatic transfers, and bond redemption.

Qualifications

EDUCATION/EXPERIENCE: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying.

Typical qualifications would be equivalent to: Successful completion of high school diploma or GED. A minimum of six months experience in cash handling and customer service.

SKILLS:

  1. Ability to operate routine office equipment; typing at 35 words per minute minimum.
  2. Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
  3. Thorough knowledge of Credit Union services offered to membership and demonstrated ability to cross-sell/refer such services effectively.
  4. Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
  5. Ability to exercise judgment, initiative and tact in dealing with management, supervisors, and staff.
  6. Must present a professional, business-like appearance and manner.
  7. Must maintain confidentiality.
  8. Must be bondable.

WORKING CONDITIONS:

  1. Hours; evening and weekend hours required.
  2. Continuous standing when providing members services (majority of workday).

NOTE: Job descriptions are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.


Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Part Time
Work Hours (i.e. shift)
Day
Salary and Benefits
Undisclosed
Required Education
High School or Equivalent
Required Experience
0 to 1 year
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