Campus Teller/Member Service Representative - SOU

Full Time
Ashland, OR 97520
$18.25 - $22.34 an hour
Posted
Job description

Applicant must be a student at Umpqua Community College.


Department: Member Relations
Reports To: Branch Manager

Grade: 6
Classification: Non-Exempt

Role:
Acts as a Rogue Credit Union financial ambassador at a College branch location to build long-term mutually beneficial relationships by engaging with Rogue members, college staff, students and faculty. The Campus Teller/MSR position combines the responsibilities of a Teller and Member Service Representative (MSR). Delivers Rogue Credit Union's Service Promises, builds long term loyal members by promptly and accurately processing member’s financial transactions, and identifies and suggests appropriate products and services to new/existing members to meet their unique personal financial needs.


Essential Functions & Responsibilities:

25% Assists members with their membership and account needs including but not limited to, deposits, withdrawals, loan payments, money orders, transfers, wires, notary services, financial awareness and education as directed. Opens new accounts, guides members through the loan application process and assists members with other needs as appropriate. Accurately maintains and balances cash drawer and daily transactions. Suggests appropriate products and services, and opens new memberships including deposit and savings accounts, certificates, IRA's, Trust Accounts, etc. Takes consumer loan applications and works with related support departments to best serve the member.

20% Reviews and analyzes member's financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling Credit Union products and services.

20% Participates in identifying, planning and executing outreach projects and activities on the College campus by utilizing financial education opportunities that will enhance individual financial awareness for new/existing members. Meets goals set for active involvement on campus to promote the College Campus Branch.

20% Provides exceptional service to members while opening new deposit accounts and consumer loans. Maintains member records and prepares files/member documents with the highest level of confidentiality.


10% Promptly responds to member’s requests, questions and concerns by finding the appropriate solution. Stays current on all products, services, guidelines and regulations.

5% Proactively performs other duties as needed or assigned, including but not limited to floating to other branches on Saturdays, holidays, school breaks, school days, etc. Assist Senior Campus Teller/MSR with duties and responsibilities as needed or assigned.


Performance Measurements:

1. Supports and practices Rogue's Vision, Mission, Values and Loyalty Culture. Utilizes the Service Promises with both internal and external members. Embraces Rogue's community involvement.


2. Meets or exceeds the minimum established Campus Teller/Member Service Representative and College Campus Branch goals in order to assist in meeting the credit union goals and scorecard metrics. Is in good collegiate academic and behavioral standing.


3. Possesses excellent verbal and written communication skills. Communicates effectively with internal staff and external members.


4. Maintains excellent knowledge of all credit union products, services, policies and procedures. Is able to explain the features and corresponding benefits of each.


5. Is productive in ensuring all activities are carried out within expected time frames. Is able to work independently, stay organized and assists team by seeking additional work during slower periods of time.


6. Demonstrates quality of work, completing work accurately and thoroughly.


7. Ensures compliance in all regulatory and procedural areas.


Knowledge and Skills:

Experience: One year to three years of similar or related experience.


Education: A high school education or GED.


Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.


Other Skills: Excellent verbal, written and listening communication skills. Needs based sales ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail/quality. Strong computer and 10-key calculator skills. Ability to work as a team player and adapt to Rogue's culture. Creativity and event planning skills.


Physical Requirements: Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using computer. Occasional talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.


Work Environment: Normal workday with occasional overtime. Exposed to potentially hazardous conditions, i.e., robbery. As a direct employee of Rogue Credit Union, the Employee must conduct and present themselves courteously and professionally. Flexibility for occasional non-typical hours at community outreach activities outside of the College Campus Branch. Flexibility in schedule to float as a Teller/MSR to other branch locations during weekday and/or on Saturdays as requested or scheduled is required.


Disclaimer:

Job descriptions are not intended, and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, or working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about jobs.


This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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