Member Service Representative II at Directions… · Location…

Member Service Representative II

Position Summary:

Responsible for providing a broad variety of member service functions, including opening and closing accounts, renewing certificate accounts, balancing the vault, balancing the branch, and providing assistance to MSR I as needed.

Foundational Behavioral Principles:

The primary purpose of this position is to assist Directions Credit Union to deliver on its mission: to be a strong, growing, member-focused financial partner providing value-added services and developing financial confidence in our members and our communities. To achieve this mission, the position must deliver on our core values: We will be inclusive, community focused, ethical, innovative, and focused on teamwork to help our members succeed. You will do this by living out our core values in every service contact to both internal and external members.

INCLUSIVE

Creating an environment where everyone is welcome and safe to be their true self.

COMMUNITY

I will focus outward, working to serve our members, employees and communities.

ETHICAL

I will do what is right even when no one is watching.

INNOVATIVE

I will work to make and support changes that positively impact our organization, employees, and members.

TEAMWORK

I will treat every employee at Directions as a member of my team, all working towards the goal of member satisfaction and loyalty.

Essential Duties and Responsibilities:

The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.

• Assumes responsibility for the efficient, effective, and accurate performance of member transactions.
• Assumes responsibility for the efficient, effective and accurate performance of branch functions.
• Assumes responsibility for establishing and maintaining effective, professional business relations with members.
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with Credit Union personnel and with management.
• Assumes responsibility for related duties as required or assigned.
• The employee is responsible for reading and shall strictly adhere to all policies, rules and regulations, and training that have been or that may hereafter be established by or applicable to Company for the conduct of its employees, and further, Employee shall strictly adhere to all the provisions of the Company’s handbook(s).

Directions Credit Union is an Equal Opportunity Employer: We encourage applications from all qualified individuals regardless of race, color, national origin, gender, sexual orientation, age, religion, disability, or any other characteristic protected under federal, state, or local law