MEMBER SERVICES REPRESENTATIVE, DUKE CREDIT UNION
- Employer
- Duke University
- Location
- Duke Credit Union
View more
- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
MEMBER SERVICES REPRESENTATIVE I
Receive members in person and greet members, and in turn handle the transaction requested or direct them to the proper person. Act as the "personal image" of the credit union by greeting members, either in person or by telephone, in a warm, and courteous manner so as to promote good will among them. Insure all requests for services by members are processed in a timely manner in accordance with credit union policies and procedures. To cross-sell product and services of the credit union. Maintain working knowledge and to provide routine information to members concerning credit union services and policies to include: loans, shares, share drafts, certificates, IRA's, Visa, payroll deductions, ATM/Debit cards, and audio express. Operate and maintain a working knowledge of the data processing system as it relates to daily operations of the credit union. This includes the ability to enter all transactions, deposits, withdrawals, loans and maintain accounts. Receive members personally, determine the nature of the members business and either transact the members request or refer him/her to the suitable staff member. Provides in person routine information concerning credit union services or policies. Responsible for maintaining and balancing a cash drawer daily and for cashing share drafts or checks. Receives cash and checks from members and is responsible for funds being deposited correctly and accurately to member accounts. Receives share withdrawals, verify balance and disburses check or cash for share withdrawals. Receives requests to transfer funds from one account to another and is responsible for funds being correctly and accurately transferred. Assist in processing cash letter. Responsible for processing incoming mail transactions and outgoing mail. Post transaction data into computer system; provide in person, by telephone or by mail, information as authorized by members concerning accounts status.
Open share accounts for new members, assigning account codes and processing necessary forms.
Balancing, emptying, filling, and daily maintenance of Coin Machine. Loading and balancing of Cash Dispenser Machines as assigned. Performs other duties as requested by or required by the Financial Services Supervisor. Reporting Relationships: Reports to: Financial Services Supervisor Directs: None MEMBER SERVICES REPRESENTATIVE II (Duties of MSR I and below)
Promote Credit Union services to include share accounts, money market accounts, traveler's checks, share certificates, ATM/Debit cards and loans; interview members and inform them of services; provide information on interest rates, time requirements and penalties. Answer member questions and resolve account problems; assist members in reconciling account balances. Balance Cash Vault as assigned Assist in other Credit Union departments as needed. Performs other duties as requested or required by the Financial Services Supervisor. Reporting Relationships: Reports to: Financial Services Supervisor & Director of Member Services Directs: None Position Specifications: Member Services Representative High School diploma or equivalency required. Business or technical training desired. MSR I: One year financial institution experience desired. Preference will be given to applicants with any kind of credit union experience. Must have complete knowledge of credit union policies and procedures, and the data processing system. Must be knowledgeable of credit union services. Must be knowledgeable of general office procedures and etiquette. Mobility, Speech, Sight, Hearing, Stooping, Dexterity, Bending, Lifting up to 60 pounds, and Sitting for extended period of time. Must be willing to work overtime during peak periods. Usual office conditions. MSR II: Two years Financial Institution experience required. Must have complete knowledge of credit union policies and procedures, and the data processing system. Must be knowledgeable of credit union services. Must be knowledgeable of general office procedures and etiquette. Mobility, Speech, Sight, Hearing, Stooping, Dexterity, Bending, Lifting up to 60 pounds, and Sitting for extended period of time. Must be willing to work overtime during peak periods. Usual office conditions.
Minimum Qualifications
Education
Work requires knowledge of basic mathematical and clerical principles generally acquired through a high school education.
Experience
Work generally requiresone year of experience in a related position to become familiar with the accepted clerical practices involved in receiving and paying cash, processing forms, counting money, preparing reports and making deposits. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
Organization
Duke University was created in 1924 by James Buchanan Duke as a memorial to his father, Washington Duke. The Dukes, a Durham family that built a worldwide financial empire in the manufacture of tobacco products and developed electricity production in the Carolinas, long had been interested in Trinity College. Trinity traced its roots to 1838 in nearby Randolph County when local Methodist and Quaker communities opened Union Institute. The school, then named Trinity College, moved to Durham in 1892, where Benjamin Newton Duke served as a primary benefactor and link with the Duke family until his death in 1929. In December 1924, the provisions of indenture by Benjamin’s brother, James B. Duke, created the family philanthropic foundation, The Duke Endowment, which provided for the expansion of Trinity College into Duke University.
As a result of the Duke gift, Trinity underwent both physical and academic expansion. The original Durham campus became known as East Campus when it was rebuilt in stately Georgian architecture. West Campus, Gothic in style and dominated by the soaring 210-foot tower of Duke Chapel, opened in 1930. East Campus served as home of the Woman's College of Duke University until 1972, when the men's and women's undergraduate colleges merged. Both men and women undergraduates now enroll in either the Trinity College of Arts & Sciences or the Pratt School of Engineering. In 1995, East Campus became the home for all first-year students.
Duke maintains a historic affiliation with the United Methodist Church.
Home of the Blue Devils, Duke University has about 13,000 undergraduate and graduate students and a world-class faculty helping to expand the frontiers of knowledge. The university has a strong commitment to applying knowledge in service to society, both near its North Carolina campus and around the world.
Mission Statement
"James B. Duke's founding Indenture of Duke University directed the members of the University to 'provide real leadership in the educational world' by choosing individuals of 'outstanding character, ability, and vision' to serve as its officers, trustees and faculty; by carefully selecting students of 'character, determination and application;' and by pursuing those areas of teaching and scholarship that would 'most help to develop our resources, increase our wisdom, and promote human happiness.'
“To these ends, the mission of Duke University is to provide a superior liberal education to undergraduate students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their communities; to prepare future members of the learned professions for lives of skilled and ethical service by providing excellent graduate and professional education; to advance the frontiers of knowledge and contribute boldly to the international community of scholarship; to promote an intellectual environment built on a commitment to free and open inquiry; to help those who suffer, cure disease, and promote health, through sophisticated medical research and thoughtful patient care; to provide wide ranging educational opportunities, on and beyond our campuses, for traditional students, active professionals and life-long learners using the power of information technologies; and to promote a deep appreciation for the range of human difference and potential, a sense of the obligations and rewards of citizenship, and a commitment to learning, freedom and truth.
“By pursuing these objectives with vision and integrity, Duke University seeks to engage the mind, elevate the spirit, and stimulate the best effort of all who are associated with the University; to contribute in diverse ways to the local community, the state, the nation and the world; and to attain and maintain a place of real leadership in all that we do.”
Get job alerts
Create a job alert and receive personalized job recommendations straight to your inbox.
Create alert