Member Service Representative II

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, money orders 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.

Essential Functions and Basic Duties

  1. Efficient, effective, and accurate performance of teller functions.
  2. Effective and professional performance of member service functions.

  3. Establishes and maintains effective coordination and working relationships with area personnel and with management.
  4. Related duties as required or assigned.


  • Education: High school graduate or equivalent. Training for Teller and Member Service certification completed and passed.
  • Knowledge: Thorough knowledge of Teller and Member Service Representative operations and procedures. Basic understanding of Credit Union operations.
  • Experience: A least one year experience in a full-service financial institution.
  • Skills/Abilities: Good communication. Professional appearance, dress, and attitude. Good at math and typing. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.