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About the Role

First Heritage Federal Credit Union is seeking a Member Service Specialist I to accurately process financial transactions and serve as an effective source of information for customers. This role provides friendly, professional, and confidential assistance, aiming for a positive customer experience and minimized wait times.

Responsibilities

• Accurately process financial transactions for checking, savings, and loans, including receiving funds, posting transactions, and disbursing funds.
• Verbally confirm intended transactions with members to ensure needs are met and minimize errors.
• Balance cash drawer daily to ensure accuracy and notify supervisor of any outages.
• Apply policies appropriately and assist with vault balancing.
• Research, troubleshoot, and resolve member and internal inquiries regarding policies, practices, and products.
• Process member requests for services such as money orders, certified checks, check orders, interim statements, plastic cards, and address changes.
• Cash checks according to Credit Union check cashing policies and federal regulations.
• Achieve adequate product knowledge as measured by the annual product knowledge certification assessment.
• Assist other departments and branches with transactions as needed.
• Provide support for department and branch managers in fulfilling member requests and merchant verifications.
• Comply with all company policies and procedures, applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Remain flexible with hours, including Saturdays, and serve as backup retail coverage in all First Heritage branch locations as needed.

Requirements

• Cash handling and customer service experience is strongly preferred.
• A high school degree or GED is required.
• Courtesy and tact are essential elements of the job.
• Work involves personal contact with customers and others inside and outside the organization.
• Must be capable of climbing / descending stairs in emergency situation.
• Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
• Must be able to stand for long periods of time.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
• Must be able to work extended hours whenever required or requested by management.
• Must be capable of regular, reliable and timely attendance.
• Must be able to perform job functions independently or with limited supervision.
• Must be able to work effectively either on own or as part of a team.
• Must be able to read and carry out various written instructions and follow oral instructions.
• Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization.
• Must demonstrate highest levels of customer service and discretion when dealing with the public.
• Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Must be able to effectively handle multiple, simultaneous, and changing priorities.
• Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Skills

• Financial transactions processing
• Customer service
• Cash handling
• Product knowledge
• Interpersonal skills
• Communication
• Mathematical calculations
• Computer basics

Location

• Multiple branch locations

Work Type

• Full-time
• Onsite

Experience Level

• Entry Level
• 6 months experience for promotion

Education Level

• High school degree or GED

Salary/Compensations

• $18.25 - $18.75/hour

Benefits

• Competitive salary
• Generous 401(K) contributions
• Exceptional health/dental/vision plans
• Educational assistance program
• Support for external and internal leadership programs

About the Company

• First Heritage Federal Credit Union is a leading employer and financial institution serving its communities.
• Dedicated to the success and financial well-being of members and team members.
• A strong, growing, dynamic organization with total assets over $800 million.
• Operates nine full-service local locations.
• Dedicated to being an employer of choice.

Equal Opportunity

• EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABLED