Member Service Representative II/Teller
Eagle Community Credit Union - Santa Ana, CA

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MSR II Summary: Provides exemplary service to members by accurately and efficiently handling their financial and loan related transactions in person or by phone, and by assisting members to increase the profitability of their business relationship with the credit union. To meet service and sales goals.

“To embody the Credit Union’s core values of Professionalism, Integrity and Engagement.”

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Opens and processes all transactions relating to new accounts, certificates, and IRAs.
  • Inputs member transaction requests for account data changes, deposits, cash withdrawals, transfers, check withdrawals, loan payment, travelers’ checks, savings bonds, and money orders.
  • Accurately answers member questions regarding credit union products, services, and general credit union policies in a friendly and courteous manner by phone or in person.
  • Inputs loan applications, follows up on loan decisions and fund loans.
  • Consistently balances to computer generated totals within the required timeframe.
  • Follows credit union policies and procedures to protect the credit union from exposure to loss or fraud.
  • Meets or exceeds assigned performance standards and goals pertaining to member utilization of credit union products and services.
  • Stays informed of credit union products, services, procedures, new developments, and knowledge of the competition and their products.
  • Works to increase knowledge in sales and service, technical skills, and professional development through available internal and external resources.
  • Demonstrates proficiency and ability of core competencies as periodically required of the position.

MSR II QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience: High school diploma or general education degree (GED); or six months to one year related experience and/or training or equivalent combination of education and experience. Banking or credit union experience preferred.

Computer Skills: 10 Key, Word, Excel, Outlook, and Internet. Symitar knowledge preferred.

Essential Skills Needed:
Previous experience selling products and services
Previous experience meeting member or customer service goals
Previous cash handling experience
Ability to work a schedule that could include weekends
Professional written and oral communication skills

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About this company
Eagle Community Credit Union is a member-owned, not-for-profit cooperative. For over 75 years, we’ve held a commitment to service...