POSITION PURPOSE
This position performs a broad variety of member service functions and fulfills service requests from frontline departments, including opening and closing CD's,/IRAs/HSAs/Coverdell/Custodial accounts; processing checks for payoffs; assisting with Conservator/Trust/POA's and other types of legal documents, and tasks related to opening and processing new accounts. In addition, this position answers member questions regarding Credit Union services provided and performs a variety of account maintenance duties.
QUALIFICATIONS
*Education/Certification: * High school graduate or equivalent.
*Required Knowledge: * Knowledge of Financial Service Representative operations and procedures. Basic understanding of financial institution operations.
*Experience Required: * One to three years prior experience helpful, particularly in a financial institution setting. Abilities generally acquired on the job.
*Skills/Abilities: * Good communication and people skills. Professional appearance, dress and attitude. Good math skills. Ability to operate related computer applications and business equipment.