SUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Processes money orders, cashier’s checks, and other services.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Proactively responds to members’ inquiries and requests using product knowledge.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels within limits.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Relevant customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
Completion of New Employee Training Program.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here Read Less
SUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Opens new membership and share accounts and closes all accounts.
Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
Proactively responds to members’ inquiries and requests using product knowledge.
Approves transactions within authorized limits.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels.
Assists in the training of new employees in the branch.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Successful completion of Member Services Officer Level 2 certification.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Read LessSUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 1 is responsible for performing a wide range of basic banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Provides services to members by performing banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Processes money orders, cashier’s checks, and other services.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Proactively responds to members’ inquiries and requests using product knowledge.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels within limits.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch.
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Relevant customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Knowledge of Board policies and Credit Union goals, organizational structure, policies, procedures (including OPM and Employee Handbook) and practices.
Completion of New Employee Training Program.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Under the general supervision of the FAVP Electronic Services, the Digital Services Associate is responsible for leveraging technology and data to improve member experience, increasing operational efficiency, and drive growth for the organization through its Digital Banking Platforms. The Digital Services Associate will act as a primary liaison between business teams, technical staff, service providers and senior management to implement and support Digital Banking operations. This role requires a combination of technical skills, data analysis capabilities, and an understanding of the financial services and credit union industry.
The Digital Services Associate plays a key role in the administration, support, and continuous improvement of the Credit Union’s digital banking ecosystem. Working closely with technology partners, and third-party service providers, the Digital Services Associate supports the implementation, enhancement, and optimization of digital products and services. The position contributes to the ongoing development of online banking, digital account opening, business banking services, payment solutions, depository products, and receivables capabilities.
The position performs a broad range of digital banking operational activities, including online banking administration, account opening administration, exception processing, transaction review, fraud mitigation support, account maintenance, member issue resolution, and vendor-supported service management. This position monitors system performance, identifies operational trends, investigates and resolves complex issues, and recommends process improvements that enhance efficiency, reduce risk, and strengthen the member experience. The role exercises sound judgement in handling exceptions, balancing member service objectives with controls.
The Digital Services Associate promotes exceptional service to members and internal partners through effective communication collaboration, and problem solving. Working closely with the FAVP Electronic Services, this position supports departmental objectives, digital growth initiatives, and strategic efforts that advance the Credit Union’s digital capabilities and long-term organizational goals.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Responsible for development of member facing digital technology including but not limited to: Online Banking, Mobile Banking, Online account opening, Business banking, Bill Payment, External Transfers, Remote Deposit Capture, P2P solutions, and any virtual communication or chat with members.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Bachelor’s degree in business, information technology or related field preferred, or an equivalent combination of experience and training.
Five plus years of increasingly responsible related experience within a financial institution.
Previous experience supporting digital platform implementations, system integrations, and API based services.
Previous experience implementing electronic services and product development.
Board policies and Credit Union goals, organizational structure, policies, procedures (including Office Procedure Manual and Employee Handbook) and practices.
Credit Union products, services, programs, and promotions.
Computer system/software to effectively perform job.
Ability to travel, attend, and participate in training and meetings at various locations. Ability to work a variety of hours, including evenings and weekends.
Operates a variety of office equipment and machines.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Read LessSUMMARY
Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Opens new membership and share accounts and closes all accounts.
Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM).
Prepares and processes transaction requests by telephone and mail.
Prepares authorized account charges.
Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services.
Proactively responds to members’ inquiries and requests using product knowledge.
Approves transactions within authorized limits.
Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities.
Assists members in completing forms and documents.
Resolves errors and member concerns in a timely manner.
Balances cash and coin accurately and maintains appropriate cash levels.
Assists in the training of new employees in the branch.
Remains current on knowledge of Credit Union policies, procedures, and services.
Performs duties as assigned by management and may be assigned to work at any branch
QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience
Minimum one year of customer service and/or cash handling experience in a retail or banking environment.
Certificates, Licenses and Registrations
None.
Knowledge
Within six months of employment:
Successful completion of core competencies certification.
Knowledge of branch operational activities and basic understanding of lending practices and policies.
Successful completion of Member Services Officer Level 2 certification.
Other Skills and Abilities
Successful completion of pre-employment testing.
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
AFFIRMATIVE ACTION/EEO STATEMENT:
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
For our EEO Policy Statement, please click here. If you’d like more information on your EEO rights under the law, please click here.
Read Less