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Member Service Rep I

Company: Max Credit Union
Location: Montgomery
Posted on: February 12, 2019

Job Description:


To assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments.

Essential Functions& Responsibilities:

Accounts for the first impression that a member or potential member receives concerning the Credit Union. Adheres to the professional standards set by MAX's Personnel Policy Manual regarding attendance, personal grooming, and member relations.

Receives member queries on services and accounts, counsels member, all while striving for quality member service.

Strives to meet members' needs or refers members to appropriate personnel for further assistance while displaying confidence in handling transactions.

Accepts deposits and loan payments in a manner that is reassuring to the member that the account is being properly handled, which is directly related to work quality. Disburses checks and cash to members as requested. Cashes checks for members and place holds on accounts when necessary.

Performs required service window tasks and prepares necessary summaries that involve each service (U.S. Savings Bonds, Money Orders, Traveler's Cheques, Six Flags Tickets, and any other service MAX might provide in the future).

Accounts for the safeguarding of the cash drawer that is assigned. Complies with the security procedures of the Credit Union, and confidential membership data.

Pays meticulous attention to details when preparing required daily summaries and batching checks for pickup.

Enforces MAX check acceptance policy and enforces holds when necessary. Supports and adheres to member service standards.

Performs all other duties as assigned. Completes all training as required.

Upholds core values and builds team member and customer relationships.

Knowledge and Skills:

Experience One month to twelve months of similar or related experience.

Education A high school education or GED.



Work normally involves contacts with persons beyond immediate associates generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors) requiring ordinary courtesy in providing assistance and information.

Other Skills Accuracy in handling cash and daily transactions is required. Experience in meeting the public and in sales is desirable. Must be able to address situations professionally both verbally and in writing, visually review, verify and analyze monetary funds, documents and computer screens to perform transactions as established by Credit Union policy.




Physical Requirements

Never (0%) Rarely (1-12%) Occasionally (12-33%) Frequently (34-66%) Regularly (67-100%)

Seeing: Must be able to read reports and use computer. Regularly

Hearing: Must be able to hear well enough to communicate with co-workers. Regularly

Standing/Walking: Regularly Climbing/Stooping/ Kneeling: Frequently Lifting/Pulling/Pushing: Regularly

Manual Dexterity: Must be able to write, type, and use phone system. Regularly

Driving: Rarely



At MAX, we believe what we do matters. We are passionate about our work; inspired by the impact it has on our business and our members. As a team, we believe in collaboration to reach shared goals, and development through challenging and meaningful experiences. Making this happen is a dynamic, evolving process, and we count on each associate to be a catalyst in driving our performance and their own.

Keywords: Max Credit Union, Montgomery , Member Service Rep I, Sales , Montgomery, Alabama

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