Member Experience Representative

Under the direction of the Branch Management, is responsible for meeting operations and sales objectives, and building and retaining loyal member relationships by meeting members' financial needs and providing unbeatable service experience. Accepts cash and check deposits; accurately and efficiently processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals. Promotion to higher grade level based on expertise and proficiency in job duties and sales performance.

Ensure members feel welcomed and have a World Class Personalized Experience.

Operational Responsibilities

• Maintain a teller drawer and processes cash and check deposit in accordance to credit union policies and procedures.
• Processes withdrawal requests in accordance to credit union policies and procedures.
• Posts loan payments and general ledger transactions when applicable.
• Processes member telephone transfers, check requests, mail, email, night drop and quik drop transactions.
• Answers the telephone, directs calls to the appropriate person and/or takes messages and quotes current BluPeak's savings and consumer loan rates and terms.
• Accurately balances cash drawer in required time frame.
• Provides unbeatable service experience adheres to the credit union's quality service standards.
• Perform a variety of file maintenance duties, including but not limited to: files daily transaction documents, member correspondences,