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Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)
Member Services Representative I - Teller/Banker (Previous Financial Experience Not Required)HealthCare Associates Credit Union • Oak Lawn, IL, USA
Member Services Representative I - Teller / Banker (Previous Financial Experience Not Required)

Member Services Representative I - Teller / Banker (Previous Financial Experience Not Required)

HealthCare Associates Credit Union • Oak Lawn, IL, USA
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Member Services Rep / Teller / Banker - Immediate Opening

Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.

No Previous Financial Experience Required!

  • Salary Range : $20.70-$24.84 / hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
  • 35-hour work week
  • 4 weeks of paid time off
  • Federal holidays off
  • No working nights
  • Opportunity for quarterly incentives
  • Full benefits package
  • 401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)

Details :

If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).

We take care of you so you can take care of our members!

About the Organization :

We are a full-service, credit union serving members of various Health Care organizations.

About the Position :

This position is responsible for identifying the financial needs of each member and recommending appropriate financial solutions.

Duties and Responsibilities :

Process New Accounts

  • Establish savings / membership accounts
  • Open checking accounts & order checks
  • Open money market accounts & order checks
  • Open subsequent savings, Christmas club, vacation club accounts
  • Collect all required documentation (IDs, Death Certificates, Letters of Office, Etc.)
  • Maintain Membership Records, Documentation, and File Maintenance

  • Process name changes
  • Process address changes
  • Process all required account maintenance
  • Process and set-up auto share transfers, loan transfers and off-cycle transfers per member request
  • Scan all applicable member documents daily
  • Utilize and record as required in Synapsys
  • Possess basic knowledge of Alkami and assist with online support
  • Possess knowledge of bill pay and assist with the set-up and usage
  • Prepare the daily inclearing and outclearing of checks and forward to accounting daily
  • Respond to Member Needs, Inquiries and Requests

  • Research account inquiries or discrepancies
  • Provide members with rates and account disclosure information
  • Suggest products and services to further benefit members' financial needs
  • Order check copies, plastics, statement copies, and reorder checks, etc.
  • Process Member Mailed In Transactions

  • Post deposits to various share accounts
  • Post loan payments
  • Process VISA payments
  • Send receipts for mailed in deposits
  • Send withdrawal checks or close accounts per written requests
  • Process fee reversals
  • Process GL payments and adjustments
  • Process Member Walk In Transactions

  • Post deposits to various share accounts
  • Post loan payments
  • Process VISA payments
  • Process cash and check withdrawal requests
  • Transfer funds between share account or from share to loan & VISA
  • Cash checks for members
  • Sell gift cards
  • Sell vehicle stickers
  • Process cash advance requests on loans and HACU's VISA
  • Assist in the processing of wire transfer requests
  • Process stop-payments
  • Process certified checks
  • Process shared branching transactions
  • Accurate Balancing

  • Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed
  • Verify transaction slip is completed accurately, assist member with completion if necessary
  • Complete transaction slip if one is not present with mail in transaction  and clearly designate as mail deposit
  • Make sure all totals balance with computer teller balance totals and recyclers if applicable (checks for deposit, withdrawal checks, and teller cash drawer if applicable)
  • Prepare daily cash letter and forward to accounting
  • Other

  • Adhere to other duties as assigned
  • Assist in the Contact Center as necessary
  • Support all branches in a floating teller capacity when necessary
  • Assist with cash delivery verification
  • Assist in the training of new hires
  • Complete all compliance and training modules in a timely fashion
  • Tele-contact as required and necessary
  • Adhere to HACU brand guidelines at all times
  • Knowledge, Skills and Abilities

  • Ability to work cooperatively in a group setting
  • Basic math skills necessary for balancing
  • Working Knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, Microsoft 365, etc.)
  • Ability to convey thoughts and ideas clearly and concisely
  • Ability to multi-task and work in a fast-paced environment
  • Ability to listen attentively and work independently with minimal supervision
  • Qualifications

  • High school diploma or equivalent
  • Prior financial institution experience helpful, but not necessary
  • Prior customer / member service experience helpful, but not necessary
  • HACU is an Equal Opportunity Employer

    This is an onsite position

    Job Posted by ApplicantPro

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