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Member Service Representative

The Peoples Federal Credit Union

This is a Full-time position in Amarillo, TX posted June 26, 2021.

Role:
To assist members and potential members with their Credit Union needs; explains services, sets up
new accounts, responds to problems, and directs members to the appropriate people.

Provides Credit
Union services such as certificates of deposit, electronic funds transfer, home banking, and debit/ATM
cards.
Essential Functions & Responsibilities:
55% Assists members with opening and closing accounts, answers questions about products and services and resolves
problems that are within their authority to resolve.

Refers problems that are beyond their authority to their
supervisor, along with their recommendations.
15% Identifies cross-sell opportunities and cross-sells services to members.
10% When working at the plant office, performs duties of member services and teller if needed.
5% Acts as liaison between members and various organizations and departments.
5% Assures that appropriate records are maintained and required reports are prepared.
5% Maintains member account information on computer system.
5% Performs other related duties as assigned.

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