Member Service Representative (Teller)


Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail including processing deposits, withdrawals, loan payments, cashiers' checks, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with bookkeeping and checking account problems. Answers members questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Service Representatives with duties as required. Serves members promptly and professionally.

This position requires excellent public relations skills and an understanding of Service Representative functions and procedures. Timeliness, efficiency, and accuracy as well as professionalism are vital to the successful execution of this position. Incumbents can perform all basic Service Representative functions.

Functions & Duties

  • Assumes responsibility for the efficient, effective, and accurate performance of teller functions.
  • Assumes responsibility for the effective and professional performance of member service functions.
  • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

Performance Requirements

  • Teller and Member Service Representative functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
  • Monies are balanced and any discrepancies promptly resolved.
  • Good business relations exist with members. Members' problems or questions are courteously and promptly resolved.
  • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Service Representatives and staff as needed. Supervisors are appropriately informed of area activities.
  • Required reports and records are accurate, complete, and timely.
  • The Credit Union's professional reputation is maintained and conveyed.
  • Transaction levels, balancing, errors, etc. in line with Credit Union standards.


  • Education/Certification: High school graduate or equivalent.
  • Required Knowledge: Thorough knowledge of Teller and Member Service Representative operations and procedures. Basic understanding of Credit Union operations.
  • Skills/Abilities:  Good communication skills. Professional appearance, dress, and attitude. Good math skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Good typing skills.