Part-Time Member Service Representative I

Be part of something uniQue

iQ Credit Union is a great place to work and grow and we're looking for people like you to join our exceptional team. At iQ, you’ll find a healthy work-life balance, great benefits, an unwavering commitment to our members and the communities we serve, and a positive environment that empowers you to grow personally and professionally. We love where we work and we know you will, too!

The Member Service Representative I (MSR I) respond to inquiries, solves problems, and provides solutions in our retail branch environment.  Educates members on products and services to improve members’ financial wellbeing.

Essential Duties:

• Process deposits, withdrawals, loan payments and transfers received over the counter, through the mail, and by telephone. Take requests for stop payments, check orders, cashier’s checks and new/replacement cards.
• Ensure cash drawer is balanced at the end of designated shift.
• Successfully cross-sell members on the features and benefits of Credit Union services, over the phone, and other various mediums.
• Work closely with team members to ensure a positive team environment and overall member experience.  
• Actively participate in branch activities and weekly sales meetings to achieve specific detailed and measurable service and sales goals.
• Actively participate in monthly coaching and development plans to leverage talents and development opportunities.
• Support the Member Outreach strategy by actively participating in outbound calls to members.
• Utilize Credit Union software and technology to obtain and/or update member status and process member transactions, as appropriate.
• Actively participate in marketing campaigns and community events.
• Adhere to our Retail Branch Service Level Agreement. Demonstrate understanding and engagement in performance metrics, campaign management, sales/service initiatives, and professional appearance standards.
• Maintain a complete knowledge of compliance rules and regulations applicable to your position.  Compliance with all federal and state government laws.
• Adhere to standard security procedures, including safe deposit security.  Attend all mandatory robbery and security training. Validate robbery and bomb threat packets are always current.
• Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
• Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Knowledge and Skills:

Experience:

At least one month of similar or related experience.

Education:

A high school education or GED

Additional Details: 

Branch Hours: Monday through Friday 9:30am to 5:30pm. Saturdays 9:30am to 2:00pm. Closed Sundays.

Location: Happy Valley Branch - 13220 SE 172nd Ave. Happy Valley, OR 97086

Position Type: Part-time, 30 hours per week.