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DEPOSIT SERVICES REPRESENTATIVE (IRA Specialist)

HOURS

Monday-Friday 8:10 am - 4:40 pm

SALARY RANGE

$16.09 - $26.19

BASIC FUNCTIONS

  • Performs quality control by reviewing daily reports pertaining to member information 
    in the MISER system.

  • Supports the daily operations of the Deposit Services area to ensure prompt and efficient service.

  • Provides support for functions related to savings, checking, IRA, ATM/Debit card processing, command call, home banking, and bill pay.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Responsible for the daily review of new member information report pertaining to the MISER Relationship Central Information File (RCIF).

  • Sets up and maintains member records. Responds to inquiries from members and makes inquiries of members for needed information when necessary. Establishes or sets up mailings – seasonal or alternate addresses.

  • Resolves/rectifies duplicate member records.

  • Responsible for correcting new member information entered in error in the MISER system.

  • Conducts thorough review of daily RCIF reports such as:

    • New customer information report

    • New customer with no accounts report

    • Statement link report

    • Statement link exception report

    • Duplicate suspect report

    • Dupresolver report

    • Customer maintenance report

    • Seasonal address maintenance report

    • Performs RCIF clean-up as necessary

    • Provides support for functions relating to savings, checking, IRA, ATM/Debit card processing, command call, home banking, and bill pay when necessary.

    • Performs other duties and responsibilities as directed by management.

SUPERVISORY RESPONSIBILITIES

  • None.

CORE COMPETENCIES

  • Detail Orientation – Completes work with 98% accuracy when reviewing and processing corrections, changes, and file maintenance of customer information.

  • Communication Skills – Demonstrated by conveying necessary information accurately.

  • Analytical Thinking – Ability to assess situations accurately and respond correctly, resolving complaints to the satisfaction of the Credit Union and the member whenever possible.

  • Organizational Awareness – Thorough understanding of Credit Union philosophy.

PRODUCT KNOWLEDGE

  • In-depth understanding of Credit Union products and services. Concern for Teamwork. Demonstrates team behavior and willingness to promote a team-oriented environment.

QUALIFICATION REQUIREMENTS

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

  • High school diploma or general education degree (GED) and one to two years related experience and/or training; or equivalent combination of education and experience.

LANGUAGE SKILLS

  • Ability to read and interpret documents such as procedure manuals. Ability to write routine reports and correspondence.  Ability to speak effectively before groups of members or employees of organization.

MATHEMATICAL SKILLS

  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percentages.

REASONING ABILITY

  • Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Ability to interpret a variety of instructions furnished in written, oral, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS

  • None required.

OTHER SKILLS and ABILITIES

  • Ability to operate a personal computer with a high level of proficiency in such software applications as word processing, spreadsheets, Internet, in –house financial system and E-mail, and Odinview. Ability to operate a fax, calculator, copier, and check encoder.

PHYSICAL DEMANDS

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is regularly required to sit.  The employee frequently is required to use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl. 

  • Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise level in the work environment is usually moderate.

MENTAL DEMANDS

  • The mental characteristics necessary to competently perform this job include the need to be alert, accurate, organized, to remember details, to concentrate, be a self starter and be persuasive.


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