Job description

SUMMARY

The Member Relationship Representative is an entry level branch position. Responsibilities include:

• providing exceptional service to City CU members and other associates
• identifying the financial needs of members and effectively offering solutions to fulfill member needs through product and service sales
• performing a variety of member transactions and functions
• meeting individual sales goals and assist in meeting branch sales goals
• Supporting our CUSO and advocating for the members in the use of electronic services
• performing other duties as assigned.

ESSENTIAL DUTIES AND RESPONIBILITIES

• Process and perform basic cash handling transactions including, other services not but not limited to, deposits, withdrawals, transfers, loan payments, traveler checks, card.
• Open and close all membership accounts and services identified in MRR training and process authorized account changes.
• Explain, promote and cross sell City CU services, products and programs.
• Gather information and process loan applications.
• Meet individual sales goals as a teller and assist in meeting branch sales goals.
• Proactively respond to member inquiries and requests using product knowledge.
• Take ownership of resolving errors, member problems and/or complaints in a timely manner.
• Accurately balance cash drawers and maintain cash levels within designated limits.
• Adhere to applicable City CU policies and procedures.
• Ensure compliance with Bank Secrecy Act (BSA), Anti-Money Laundering (AML) and Customer
• Identification Program (CIP) Policies and Procedures to ensure daily compliance with current regulations.
• Operate within the branch Service Plan and in accordance with City CU’s Service Culture Vision and Standards.
• Work the Saturday teller Rotation as assigned.
• Commitment to living by the Core Values of City CU.
• Preform all applicable job functions in accordance with established Credit Union BSA/AML/OFAC policies and procedures and completes required training on and annual basis.
• Ability to use sound judgment with override authorization as applicable.
• Ability to perform transaction on Employee Accounts if authorized.
• Ability to communicate and organize work effectively.
• Ability to perform all teller duties accurately and timely, despite frequent interruptions.

PERFORMANCE STANDARDS:

• achieve individual product, service and sales goals
• ensure member transactions are performed in a timely, effective and accurate manner
• comply with all City CU policies and procedures applicable to this position
• be knowledgeable of City CU products, services, policies and procedures
• maintain an organized and secure workspace
• be professional in appearance and action
• report to work punctually as scheduled
• maintain effective time management.

QUALIFICATION REQUIREMENTS:

• The Member Service Officer is expected to comply with all City CU policies and procedures applicable to this position and be knowledgeable of City CU products, services, policies and procedures. As well as be professional in appearance and action, report to work punctually as scheduled and maintain effective time management.

Why City Credit Union

• Full Benefit Package
• Paid holidays
• PTO accrual every pay period: starting your first day of employment
• Competitive Medical plans
• Basic Life & AD&D Insurance: company paid
• Short and Long-Term disability: company paid
• Flexible Spending Accounts
• 401(k) with immediate vesting
• Pension plan
• Monthly incentives: based on the position
• Annual Bonus eligibility
• Access to free financial advisory services
• Casual dress code: jeans days throughout the year
• Major sporting events, concert and comedy club tickets

Make the Difference at City CU

City CU earned another Great Place to Work certification in 2022. Check out what our employees say about us, the long list of employee awards and our great benefits here: www.greatplacetowork.com. You can also view our website at www.citycu.org and check us out on Facebook to see how we strive to bring awareness to topics that matter!

Another cornerstone is giving back to our communities, through our Random Acts of Kindness and partnerships with Buckner International and the Dallas Stars Foundation.

Apply today to find out how we're making the difference, one Member (and employee) at a time.

We offer low-rate loans, competitive deposit rates, insurance, and free financial education to anyone who lives, works, worships or attends school in Dallas, Collin, Denton, Rockwall, Kaufman, Ellis, Grayson, and Cooke counties in Texas.

Job Type: Full-time

Pay: $15.16 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• 1 year

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Banking: 1 year (Preferred)
• Cash handling: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: In person

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