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WorkSource Oregon Member Service Specialist in BEAVERTON, Oregon

This position delivers exceptional member service by meeting members\' needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including processing transactions, resolve member concerns, follow proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of \'people helping people\' and objectives. Essential Functions and Tasks: -Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times. -Identifies, refers or originates all products and services offered by the credit union. -Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions. -Processes cash orders with management oversight, completes wire transactions, and check 21. -Responds and resolves members\' requests, concerns, and complaints, and/or directs the member to the proper person/department for assistance. -Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary. -Assists management with certifications, key assignments, and balancing the vault. -Records detailed notes to document member interactions, complex situations, and transactions to minimize lapses in employee communication or member service. -Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA). -Takes a proactive approach to learning new credit union systems and processes. -Maintains a professional image and engages as a positive team member. -Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable. -All other duties as assigned Minimum Requirements: High school diploma (GED equivalent) with previous experience in a Teller or Financial Services Representative, or equivalent, role. A minimum of one (1) year of service in a cash handling and sales environment in a credit union or other financial institution. Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services. Must be fully proficient in all credit union systems and applicable hardware. Must be eligible for NMLS. Equal Opportunity Employer Veterans/Disabled

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