Member Experience Rep I - Full Time (40… at Wright-Patt… · Kettering

Summary: Wright-Patt Credit Union is seeking a Member Experience Representative I to provide exceptional member service and accurately process a variety of financial transactions. The role involves answering member questions, recommending appropriate products and services, following risk and operational controls, balancing cash drawers, and supporting daily member center activities.

Responsibilities:
- Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries, processing credit card advances, processing transactions from night depository, etc. (60%)
- Listen actively to fully understand and answer members’ questions/concerns and offer guidance to appropriate products and services. Proactively identify and make appropriate qualified referrals for members that will save members time, money and/or provide peace of mind. Look for ways to enhance members’ relationships by building trust and confidence. (15%)
- Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e., security, member identification, fraud prevention, etc.) Reports gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated. (15%)
- Balance assigned cash drawer during and at the end of each workday. (5%)
- Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc. (5%)

Required Qualifications:
- Must have a High School Diploma or equivalent or ten (10) years equivalent work experience
- Must be able to learn and apply a variety of software applications
- Must have accurate keyboarding skills
- While performing the duties of this job, the partner is regularly required to stand; use hands to finger, handle, or feel; reach with hands and arms and talk or hear
- The partner is frequently required to walk and sit. The partner is occasionally required to climb or balance and stoop, kneel, crouch, or crawl
- The partner must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds

Preferred Qualifications:
- Some post-secondary education is preferred
- Prior experience in a retail service environment to include cash handling and member service preferred

Required Skills: Cash Handling