POSITION SUMMARY As a successful Member Service Representative, you will build and maintain strong member relationships. You will complete routine teller transactions, receive and process membership, checking and loan applications, open new services, determine member needs and cross-sell additional financial services. ESSENTIAL FUNCTIONS Focus on the member, providing efficient service and creating a positive, actively engaged experience while assisting in completion of financial transactions Counsel members and assess their needs, recommending appropriate products and services (i.e. Shares, Checking Accounts, Certificates, IRAs, etc.) to meet those needs Answer all inbound calls and correspondence responding promptly to all member questions, concerns and inquiries Cross-sell additional products and services to members Balance cash drawer when scheduled at a teller station and make settlement of the days activities Verify day-to-day ATM deposits and balance when necessary Ensure members are aware of all terms, conditions and collateral held on the note and disclosure when disbursing loan funds Maintain member and credit union confidentiality at all times ADDITIONAL REQUIREMENTS High school diploma or equivalent Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and/or providing face-to-face customer assistance preferred, but not required Willing to work flexible hours, including Saturdays Must have reliable transportation

KNOWLEDGE, SKILLS AND ABILITIES Well-developed interpersonal skills and the ability to effectively communicate, work and interact with others Working knowledge of all credit union products and services, including, but not limited to credit granting criteria, documentation required for each type of loan and the computation of interest rates The ability to evaluate problems and make independent decisions following established credit union policies and procedures Must be enthusiastic, self-motivated and member service oriented Ability to handle a fast-paced environment and multi-task Ability to operate computer applications Intermediate mathematical skills required (i.e. calculations, use of decimals to compute ratios and percentages, fractions, etc.) PHYSICAL REQUIREMENTS Must be able to stand, walk, bend, stoop/crouch/squat, use hands or fingers repetitively, reach at or below shoulder level and twist at waist Must be able to exert up to 10lbs of force, occasionally, to lift, carry, push, move and pull objects Light work usually requires walking or standing frequently *The physical requirements noted are representative of those that must be met by an employee successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORKING CONDITIONS AND ENVIRONMENT Work is routinely performed in a typical interior office environment DISCLAIMER The above statements are intended to describe the general nature and level of work being performed by individual(s) assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified