Job Details
Description
Are you passionate about delivering exceptional customer experiences? Do you thrive in a dynamic, fast-paced environment where you can make a difference in people's lives? If so, we're looking for you to join our dedicated team as a Member Service Representative II (Credit Union Teller) in our Bennington, VT Branch!
Why Join Us
- Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community.
- Benefits Include:
- Paid time off in addition to paid federal holidays
- Medical, dental, and vision benefits to employees who regularly work 24+ hours a week
- 401k match
- Ongoing training opportunities
- 8 hours of volunteer time with an organization important to you
- Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis)
Salary Range: $23.50 per hour starting pay
Additional Compensation: May be eligible for variable incentive plan
Position Title: Member Services Representative II
FLSA Status: Non-Exempt
Department: Retail Operations
EEO Code: Administrative Support Worker
Reports To: AVP Branch Manager
Grade: 6
Summary
The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy.
In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model.
Essential Functions
- Deliver a world-class member experience by building rapport, earning trust, and servicing member needs accurately, efficiently, and professionally.
- Perform a full range of teller and member service transactions, including deposits, withdrawals, transfers, loan payments, account maintenance, wire transfers, and fraud-related support.
- Open and service new accounts with a high level of accuracy and confidence, ensuring proper documentation and follow-up.
- Proactively engage members in meaningful conversations to identify financial needs and recommend appropriate solutions that support their financial goals.
- Maintain strong cash handling practices and operational controls, balancing drawers daily and resolving discrepancies promptly.
- Assist with branch operations including opening and closing procedures, alarms, night drop processing, ATM/ITM servicing, and workstation organization.
- Ensure compliance with all credit union policies, procedures, and regulatory requirements, including BSA and AML standards.
- Maintain an up-to-date and comprehensive knowledge on all credit union products and services.
- Demonstrate professionalism, teamwork and a commitment to providing excellent service in every interaction.
- Establish and maintain effective coordination and working relationships employees across departments and branches. Must maintain reliable and predictable attendance.
- All other duties as assigned
Qualifications
- Education:
- A high school diploma or equivalent is required.
- Experience:
- Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred.
- Skills:
- High-energy, adaptable, and team-oriented mindset
- Strong relationship-building and communication skills
- Problem-solving and organizational skills
- Excellent attention to detail
- Proficiency in basic math and computer applications
- High level of integrity and professionalism.
Physical Requirements
This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs.
Work Environment
Professional banking environment.
BSA/Risk
Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks.
Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
