Summary:
The Councill Federal Credit Union Service Representative provides front-line support to members by processing daily transactions, opening and maintaining accounts, and delivering exceptional service within a university-focused credit union environment. This role requires accuracy, professionalism, and a strong commitment to member satisfaction.
Essential Duties and Responsibilities:
Member Transactions — Process deposits, withdrawals, payments, transfers, and check-cashing with accuracy and efficiency. Account Services — Open new accounts, assist with account updates, and support members' banking needs across savings, checking, and specialty products. Member Support — Provide clear information, resolve member concerns, and recommend products or solutions that align with members' financial goals. Cash Handling — Balance the cash drawer daily, maintain accurate records, and follow established cash-control procedures. Compliance — Adhere to all credit union policies and regulatory requirements, including BSA, OFAC, and the USA PATRIOT Act. Administrative Support — Assist with phones, filing, scanning, and general office operations to ensure smooth daily workflow. Loan Processing — Gather, process, and file loan application documents according to established procedures. Collections Support — Contact members regarding delinquent loans and assist with early-stage collection efforts.
Minimum Position Requirements:
High school diploma or equivalent; Associate degree preferred. Customer service and financial institution experience preferred. Strong communication skills, professionalism, and attention to detail. Ability to handle cash accurately and maintain confidentiality. Ability to process financial data and transactions according to established procedures. Familiarity with loan documentation and basic collection practices.
