PT Member Service Rep I

E

55%

Receives and processes customer financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; transfers amounts from member accounts as directed.

E

10%

Balances cash drawer and daily transactions.

E

10%

Post transactions to member accounts and maintain member records.

E

10%

Welcomes members and provides routine information concerning services and directs member to appropriate department for specific information and service.

E

5%

Cross-sells Credit Union services.

E

5%

Performs a variety of miscellaneous tasks including typing, filing, computer input and answering the telephone.

N

5%

Other duties as assigned.

1.

To provide friendly, professional, personal service to all customers.

2.

To balance at least XX% of the time, being no more then $X off and with total offages not to exceed $XX in a X month period.

3.

To handle an established XX% of branch/department transactions as determined by department head to be measured in performance evaluation goals.

4.

To strive for posting accuracy, measurement to be determined by department head and to be measured in performance evaluation goals.

5.

To troubleshoot and resolve customer and internal inquiries in a timely, friendly and accurate manner.

6.

To make a minimum of X sales referrals per month.

7.

To make a minimum of X investment referrals per month.

8.

To maintain a dependable record of attendance and timeliness.