Thank you for your interest in joining our team! We offer a compensation package that includes a competitive salary and benefits.
Current Position(s) Available:
Member Service Representative (MSR)
*Must have ongoing flexibility to work at any of our six branch locations*.
(Everett, Lake Stevens, Marysville, Smokey Point, Stanwood, Burlington)
The primary responsibilities of a Member Service Representative is to expand member relationships by identifying and meeting member’s needs by effectively cross-selling Credit Union products and services. Build relationships with our members, engage members, and educate them about our products and services. Open new accounts. Assist members with inquiries, requests, and/or problems in a friendly, respectful, and professional manner. Maintain branch surroundings that reflect the Credit Union’s commitment to provide a friendly, respectful, courteous and professional business environment for all Credit Union members. Contribute to efficient Credit Union operations by performing duties accurately and in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide exceptional member service including making eye contact, welcoming and greeting members, and demonstrating willingness to help.
Ability to recognize and adapt to traffic flow.
Perform routine member transactions including: deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Sell money orders and cashier’s checks. Accept requests for stop payments, wire transfers, perform file maintenance on accounts, order debit/credit cards and various other items. Provide members with account status information, including current balances and accurate loan pay-offs. Assist members to resolve discrepancies and grievances. Provide accurate accounting of transactions by balancing and preparing daily balance sheet.
Provide members with loan applications and any other forms necessary to transact business with the Credit Union. May accept, review and process completed loan applications including, VISA, Consumer and Home Equity. Assure that all conditions set for approval have been satisfied, and fund approved loans.
Open new accounts including: savings, checking, money market, certificates of deposit, business accounts, Individual Retirement Accounts (IRA’s), ESA/Trust/Estate/Rep Payee/UTTMA/Guardianship and Blocked accounts. Enroll or opt-out members for telephone banking and/or online banking, and opt out members of E-statements, as applicable. Assist members with completing direct deposit/transfer forms, fraud and dispute forms.
Place member check order/re-order, issue/reissue debit and/or credit cards. Make changes to existing accounts, including name, addresses and other pertinent or confidential information.
Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, locations, office hours and telephone numbers.
May assist with vault duties which includes preparing and forwarding the order for cash to Loomis and Accounting department; verify cash received, fill MSR cash orders,
maintain full vault security and balance vault cash nightly, as assigned. Track and maintain visitor badge log for the branch, on a daily basis.
Maintain intra/interdepartmental work flow by providing information to, and cooperating with co-workers and working on variety of special department projects as needed.
Stay current with operational changes and required trainings.
Experience: One or more years of successful work experience in a financial institution; cash handling and experience in opening new accounts and lending.
Preferred Education/Training: High School Diploma or equivalent.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Ability to proficiently explain remote delivery channels and options to members.
Knowledge of the fundamentals of lending, and loan collection concepts and practices.
Knowledge of new account principles, savings, checking, money market, certificates of deposit, business accounts, Individual Retirement Accounts (IRA’s)
Ability to attain or have knowledge of financial institution procedures, services and programs.
Ability to understand the particulars of monetary transactions.
Ability to work effectively, accurately, efficiently with a high degree of attention to detail.
Ability to be flexible and responsive in order to provide the highest quality of service to internal and external members.
Must possess and exhibit a high degree of professionalism, maturity, and patience.
Requires the ability to read, write, communicate, and interpret information accurately in English.
Bilingual Spanish/English preferred.
Employee must demonstrate the ability to interact tactfully and positively with co-workers, members, management and the public.
Ability to define problems, collect data, establish facts, and draw valid conclusion. Ability to interpret a variety of technical instructions.
Requires the ability to operate, repetitively at times, a personal computer and calculator. Also requires ability to operate multi-line telephone, printer, facsimile and photocopier.
Requires the ability to concentrate and consistently produce accurate work. While performing the duties of this job, the employee is frequently required to sit for up to 4 hours at a time; use hand to find, handle, or feel, reach with hands and arms; and talk or hear.
The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl;
must lift and/or move up to 50 lbs, as needed.
Job Type: Full-time
You may also email your resume to [email protected] or mail your resume to:
Northwest Plus Credit Union Attn: Employment
2821 Hewitt Ave
Everett, WA 98201
The credit union is an Equal Opportunity employer. Background reviews, including criminal and credit histories conducted prior to selection.