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Credit Union Member Service Representative

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

Provide excellent customer service to credit union members and Northwestern Mutual employees following the policies and procedures established for the position by management and the credit union board of directors. Maintain accuracy within acceptable levels and protect all personally identifiable information regarding the accounts of the members.
 

Teller (60%)

Provide accurate, prompt and professional service to credit union members and employees of Northwestern Mutual by performing financial transactions, including deposits, withdrawals, account transfers, loan payments, loan advances, credit card advances, check cashing, gift and travel card sales, ticket sales, stamp sales and money orders and cashier's check sales. Maintains balancing and transaction accuracy within established standards, with demonstrated ability to troubleshoot and resolve out of balance situations. Ensures confidentiality of member information, and exercises sound security practices regarding cash on hand. Demonstrates knowledge of and adherence to banking regulations, including Office of Foreign Asset Control (OFAC) and Bank Secrecy Act (BSA) requirements.

Member Service (20%)


Provide professional and friendly service to members, by answering inquiries and making suggestions regarding credit union products and services. Establish member sub accounts, including the creation of appropriate member documents. Close accounts and memberships. Research member inquiries in a timely manner. Provide first line support for technology based products, including Virtual Branch, Online Bill Payment, e-Statements, PopMoney, A2A Transfers, Mobiliti, Mobile Deposit Capture, Account Create and Web Signatures. Assist with phone coverage within the credit union call center environment.

Back Office Duties (20%)


Contribute to the general operations of the credit union by assuming primary or backup responsibility for various back office tasks, which may include, but is not limited to payroll deduction maintenance, Individual Retirement Accounts, vault operations, member email correspondence, filing, Automated Clearinghouse transaction processing, debit and ATM card maintenance, debit card report monitoring, ATM balancing and maintenance, debit disputes, account maintenance, assistance with marketing mailings, report monitoring, computer operations, loan operations support, share draft overdrafts, returned check processing, negative balance monitoring, OFAC review, check orders, restaurant deposits, remittance and reconciliation of ticket sales, and assistance with credit union events as needed.
 

Requirements:

  • High school diploma or GED and a minimum two years recent experience in customer service with a bank or credit union, including cash handling.

  • Excellent verbal and written communication skills required.

  • Superior customer service skills, including the ability to analyze complex inquiries or transactions required.

  • Familiarity and experience with Microsoft Office products, most specifically Word and Excel preferred.

  • Position requires the ability to lift 40 lb. coin bags.

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Required Certifications:

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W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.


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