Member Service Representative at DN Community Federal Credit Union Location 3964 Fulton Dr NW Canton, OH 44718, Canton, Ohio Date Posted May 22, 2023 Category Default Job Type Part-time Description http://Position Information Position Title: Member Service Representative Department: DNCFCU FLSA Status: Nonexempt Approved by: Tina DeSimone, CEO Effective Date: 05/22/2023 Revised Date: 05/22/2023 Position Reports To: Operations Manager Supervisory Responsibilities: N/A Position Purpose Assists members with financial transactions, to include receiving and paying out cash and other negotiable instruments. Functions % of Time Spent Essential or Non-Essential Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and travelers’ checks to members; transfers amounts from member accounts as directed. 25% E Balances cash drawer and daily transactions. 25% E Verifies and posts transactions to member accounts and maintains member and Credit Union records. 15% E Greets members and provides routine information concerning services, and directs members to appropriate departments for specific information and service. 10% E Cross-sells Credit Union products and services. 10% E Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone. 10% E Performs other job related duties as assigned. 10% N Performance Measurements 1. Provide friendly, professional, personal, and confidential service to all members and associates. 2. Balance cash drawer daily, with no more than $20 off and with total offages not to exceed $100 in a 3 month period in accordance with Credit Union policies and procedures. 3. Accurately post transactions, having fewer than 3 unresolved posting errors in a 30 day period. 4. Troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner. 5. Proactively seek opportunities to identify appropriate products and services for the greater benefit of the member. 6. Maintain a dependable record of attendance and timeliness. 7. Maintain a professional work environment and businesslike appearance. Education and Experience Education A high school education or GED. Experience One month to twelve months of similar or related experience. Knowledge, Skills, and Abilities Knowledge Computer Systems – Working knowledge of related computer systems and applications. Knowledge Member & Personal Service – Working knowledge of principles and processes for providing member and personal services. This includes member needs assessment, meeting quality standards for services, and evaluation of member satisfaction. Knowledge Operations – Basic knowledge of established teller procedures and policies. Understanding of Credit Union operations. Skills Active Listening – Gives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Skills Critical Thinking – Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Skills Judgment and Decision Making – Considers the relative costs and benefits of potential actions to choose the most appropriate one. Skills Oral Communication – Talks to others to convey information effectively. Skills Reading Comprehension – Understands written sentences and paragraphs in work related documents. Skills Service Orientation – Actively looks for ways to help people. Skills Social Perceptiveness – Aware of others' reactions and understands why they react as they do. Skills Written Communication – Communicates effectively in writing as appropriate for the needs of the audience. Abilities Attention to Detail – Demonstrates carefulness about detail and is thorough in completing work tasks. Abilities Concentration – Performs with frequent interruptions and/or distractions. Abilities Confidentiality – Maintains confidentiality related to Credit Union operations and work-related information. Abilities Number Facility – The ability to add, subtract, multiply, or divide quickly and correctly. Abilities Oral Comprehension – Listens to and understands information and ideas presented through spoken words and sentences. Abilities Oral Expression – Communicates information and ideas in speaking so others will understand. Abilities Public Relations – Interacts professionally and diplomatically with the public. Abilities Self-Control – Maintains composure, keeps emotions in check, controls anger, and avoids aggressive behavior, even in very difficult situations. Abilities Speed of Closure – Quickly makes sense of, combines, and organizes information into meaningful patterns. Abilities Written Expression – Communicates information and ideas in writing so others will understand. Tools/Equipment Customer Relationship Management CRM Software – CUCentric Electronic Mail Software – Emai GMail software; Microsoft Outlook General – General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate encoding, coin counting, and cash counting machines. Internet Browser Software – Web browser software; Microsoft Internet Explorer; Microsoft Edge; Mozilla Firefox; Google Chrome Operating Systems Software – Microsoft Windows Time Accounting Software – Paychecks Certifications/Licenses Notary Physical Activities and Requirements Average Hearing: Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Finger Dexterity: To individually, or as a group, flex and extend fingers for fine and precise manipulation of small items, or to activate a keyboard mouse. Handling or touching with the fingers, e.g., turning switches on/off, using a telephone push button or 10-key calculator. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Pulling: Using upper body to exert force in order to draw, haul, or tug objects in a sustained motion. Pushing: Using upper body to press against something with steady force in order to thrust forward, downward or outward. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Working Conditions Looking for an individual who is enthusiastic, friendly, self motivated, team player that wants to be successful. Intent and Function of Job Descriptions Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to include essential functions and basic duties typically demonstrated by someone in the position. Peripheral tasks, only incidentally related to each position, have generally been excluded. Knowledge, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the functions, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employment-at-will does not impact the employee’s right to negotiate singly or in a group and participate in concerted activities regarding the terms and conditions of their employment under the NLRA. Employees can be terminated for any reaPosition Information Position Title: Member Service Representative Department: DNCFCU FLSA Status: Nonexempt Approved by: Tina DeSimone, CEO Effective Date: 05/22/2023 Revised Date: 05/22/2023 Position Reports To: Operations Manager Supervisory Responsibilities: N/A Position Purpose Assists members with financial transactions, to include receiving and paying out cash and other negotiable instruments. Functions % of Time Spent Essential or Non-Essential Receives and processes member financial transactions, including deposits, withdrawals, and loan payments; sells money orders and travelers’ checks to members; transfers amounts from member accounts as directed. 25% E Balances cash drawer and daily transactions. 25% E Verifies and posts transactions to member accounts and maintains member and Credit Union records. 15% E Greets members and provides routine information concerning services, and directs members to appropriate departments for specific information and service. 10% E Cross-sells Credit Union products and services. 10% E Performs a variety of miscellaneous tasks including filing, copying, data input, and answering the telephone. 10% E Performs other job related duties as assigned. 10% N Performance Measurements 1. Provide friendly, professional, personal, and confidential service to all members and associates. 2. Balance cash drawer daily, with no more than $20 off and with total offages not to exceed $100 in a 3 month period in accordance with Credit Union policies and procedures. 3. Accurately post transactions, having fewer than 3 unresolved posting errors in a 30 day period. 4. Troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner. 5. Proactively seek opportunities to identify appropriate products and services for the greater benefit of the member. 6. Maintain a dependable record of attendance and timeliness. 7. Maintain a professional work environment and businesslike appearance. Education and Experience Education A high school education or GED. Experience One month to twelve months of similar or related experience. Knowledge, Skills, and Abilities Knowledge Computer Systems – Working knowledge of related computer systems and applications. Knowledge Member & Personal Service – Working knowledge of principles and processes for providing member and personal services. This includes member needs assessment, meeting quality standards for services, and evaluation of member satisfaction. Knowledge Operations – Basic knowledge of established teller procedures and policies. Understanding of Credit Union operations. Skills Active Listening – Gives full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Skills Critical Thinking – Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Skills Judgment and Decision Making – Considers the relative costs and benefits of potential actions to choose the most appropriate one. Skills Oral Communication – Talks to others to convey information effectively. Skills Reading Comprehension – Understands written sentences and paragraphs in work related documents. Skills Service Orientation – Actively looks for ways to help people. Skills Social Perceptiveness – Aware of others' reactions and understands why they react as they do. Skills Written Communication – Communicates effectively in writing as appropriate for the needs of the audience. Abilities Attention to Detail – Demonstrates carefulness about detail and is thorough in completing work tasks. Abilities Concentration – Performs with frequent interruptions and/or distractions. Abilities Confidentiality – Maintains confidentiality related to Credit Union operations and work-related information. Abilities Number Facility – The ability to add, subtract, multiply, or divide quickly and correctly. Abilities Oral Comprehension – Listens to and understands information and ideas presented through spoken words and sentences. Abilities Oral Expression – Communicates information and ideas in speaking so others will understand. Abilities Public Relations – Interacts professionally and diplomatically with the public. Abilities Self-Control – Maintains composure, keeps emotions in check, controls anger, and avoids aggressive behavior, even in very difficult situations. Abilities Speed of Closure – Quickly makes sense of, combines, and organizes information into meaningful patterns. Abilities Written Expression – Communicates information and ideas in writing so others will understand. Tools/Equipment Customer Relationship Management CRM Software – CUCentric Electronic Mail Software – Emai GMail software; Microsoft Outlook General – General office equipment such as calculators, computers, photocopiers, and scanners. Includes the ability to operate encoding, coin counting, and cash counting machines. Internet Browser Software – Web browser software; Microsoft Internet Explorer; Microsoft Edge; Mozilla Firefox; Google Chrome Operating Systems Software – Microsoft Windows Time Accounting Software – Paychecks Certifications/Licenses Notary Physical Activities and Requirements Average Hearing: Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Finger Dexterity: To individually, or as a group, flex and extend fingers for fine and precise manipulation of small items, or to activate a keyboard mouse. Handling or touching with the fingers, e.g., turning switches on/off, using a telephone push button or 10-key calculator. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. Pulling: Using upper body to exert force in order to draw, haul, or tug objects in a sustained motion. Pushing: Using upper body to press against something with steady force in order to thrust forward, downward or outward. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Working Conditions Looking for an individual who is enthusiastic, friendly, self motivated, team player that wants to be successful. Intent and Function of Job Descriptions Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to include essential functions and basic duties typically demonstrated by someone in the position. Peripheral tasks, only incidentally related to each position, have generally been excluded. Knowledge, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the functions, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employment-at-will does not impact the employee’s right to negotiate singly or in a group and participate in concerted activities regarding the terms and conditions of their employment under the NLRA. Employees can be terminated for any reason not prohibited by law.son not prohibited by law. Related Jobs New Maintenance Tech posted 2 days ago. New Quality Assurance Technicians posted 3 days ago. New Sanitation Team Member posted 3 days ago. Production Supervisor, Snack Food Mfg. posted 8 days ago. Packer Team Member Snack Food Mfg posted 10 days ago.
