Service Representative jobs at Passumpsic Bank - 31 jobs

Who We're Looking For: We are seeking a dedicated team player to join our Contact Center. The ideal candidate will be: A clear, confident communicator with excellent phone etiquette who thrives in a fast-paced, service-focused environment. A problem-solver with previous customer service experience (call center or financial institution experience preferred). A dependable, detail-oriented team player who can multitask, follow procedures, and consistently deliver an exceptional member experience. What You'll Be Doing: Serving as the first point of contact for members: answering and resolving inquiries, performing account maintenance, and providing accurate information on products and services. Identifying and preventing fraud, documenting cases, verifying member identities, and ensuring full compliance with credit union policies and regulatory requirements. Opening new accounts, cross-selling products, meeting performance goals, and collaborating with supervisors and team members to ensure smooth operations and high-quality service. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $18.35 - $22.94 Position Title: Contact Center Representative I FLSA Status: Non Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 6 Summary: As a Contact Center Representative I, you will be the first point of contact for our membership, handling inbound and outbound calls in a fast-paced environment. Serves members promptly and professionally while providing an exceptional member experience over the phone for member service requests. Essential Functions: Answer incoming calls promptly and professionally to respond and resolve members' inquiries and requests regarding their membership with a focus on one call resolution. Perform other services such as wire transfers, disputes, etc. along with other account maintenance. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Contact Center Representative I. Proactively identify, promote, explain and cross-sell credit union products and services. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Adhere to established identification procedures to verify the identity of members for both inbound and outbound calls. Document verification steps accurately in all systems. Open new accounts with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information to complete the account process, and submit all account documents for review in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and member hold time expectations. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns Qualifications: Education: A high school diploma or equivalent Experience: Previous experience in a customer or member service role is . Previous experience in a call center environment or for a financial institution is preferred. Skills: Excellent phone skills/etiquette and ability to communicate clearly and effectively over the phone. Strong problem-solving abilities. Ability to work in a fast-paced environment and handle high call volume. Basic computer knowledge. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid or remote work opportunities may be available BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Call-In Customer Support Representative (CSR)/Teller Support Specialist has the convenience of a flexible schedule without standard hours and will work in various branch offices. This position is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor and the teller line. The person in this position will routinely move between the customer service desk and teller line as needed. A CSR/Teller Support Specialist must be able to adapt well in the face of workplace stressors such as customer service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts, cashing checks, etc.) with a professional attitude on both the teller line and platform Determine customer needs, explain and sell products and services Telephone customers to schedule sales appointments and promote products Participate in branch prospecting efforts Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner Qualifications Education/Training and Requirements: High School Diploma or GED required Internal product knowledge and teller training Accurate and proficient math Documentation skills with attention to detail Excellent interpersonal and communication skills Clear thinking and ability to stay focused Must be able to consistently demonstrate the Company's core values: a strong work ethics, integrity, respect for others, responsibility, transparency and humility Two (2) years of bank and/or customer service normally required All applicants must be 18 years of age or older Travel is required to surrounding branches as needed

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude Determine customer needs, explain and sell products and services Participate in branch prospecting efforts Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas May provide back up to the teller line as needed Ability to understand directions and adhere to established policy and procedures Able to remain focused Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Requirements: High School Diploma or GED Internal product and services knowledge Accurate and proficient math skills Professional and friendly interpersonal communications skills Proficient computer skills Clear thinking and ability to stay focused Thorough knowledge of bank products and services Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Two (2) years of bank and/or customer service normally required All applicants must be 18 years of age or older

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.

We are looking for a Treasury & Business Services Officer II to join our Retail team in Chittenden County. The Treasury & Business Services (TBS) Officer II is responsible for effectively selling the Bank's depository and treasury management services to existing and prospective clients, either in conjunction with Relationship Managers or on an individual basis, achieving deposit and fee income goals. This person will also focus on customer retention efforts by providing a superior level of relationship management and customer service. The TBS Officer II will be expected to prepare sales presentations, explain services offered, and recommend services which would benefit clients. They identify opportunities to cross-sell other products and services. The TBS officer II will continuously keep track of market data and intel, and communicate it regularly with team members, business partners, and management. They will continue their own learning and development within the treasury space and disseminate the information to their team. Requirements Achieve/exceed key objectives and goals in business development, client retention, deposit growth, portfolio quality, fee income, cross sales, referrals, client satisfaction, and knowledge of comprehensive treasury and cash management solutions. Call on new and existing commercial and municipal clients to develop and close treasury and cash management sales business. Develop and present treasury management sales proposals and pricing proformas for prospective and existing clients to further develop and strengthen business relationships. Conduct annual treasury and cash management reviews and risk assessments for top tier commercial and municipal clients. Maintain up to date and thorough knowledge of treasury sales programs, products, and services, as well as applicable federal and state regulatory and compliance requirements. Serve as the internal Bank expert treasury management products, services, and trends and delivers internal presentations to team and management Actively participates in sales meetings, joint call planning and prospect development, in partnership with region's commercial lending, wealth management and branch calling officers. Prepare contracts and implementation documentation, in accordance with all account opening, account ownership verification and cash management services set-up processes; reviews and checks documents for completeness, accuracy and conformance with applicable rules/regulations and procedural requirements. Provides an exceptional level of quality service for internal and external customers. Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies Location: This is a hybrid role based out of Burlington, Vermont. What You Bring Bachelor's degree, or equivalent work experience 10 or more years of sales experience in the commercial banking industry Expert sales and new business development skills Excellent customer service/relations skills History of meeting and exceeding deposit and revenue goals CTP strongly preferred Proven ability to develop and maintain open, professional, positive, and productive relationships; demonstrate cooperative behavior with management, business partners, customers, and coworkers, and work effectively as a team member. Strong ability to maintain and manage personal composure when confronted with a difficult situation and/or customer, with the ability to provide information, data, advice, and solutions, as well as gain trust and respect. Excellent listening, verbal, written and business communication skills, delivered in person, via phone or email, including effective questioning strategies, and negotiations skills. Demonstrated organizational and time management skills with the ability to effectively multitask, complete assignments and meet deadlines in a timely manner. Ability to work independently, under limited direction/supervision, exercising independent judgment, referencing available resources, and demonstrating a high level of accuracy and attention to detail. Advanced PC experience using MS Office products (Word, Excel, Outlook, Adobe), with the ability to adapt to learn and support new products and technologies quickly. Must maintain confidentiality and privacy Professional appearance; grooming and dress consistent with MB appearance policy If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you! Why Mascoma Bank? Strong culture of belonging with a team that values creativity, new perspectives, and innovation. Community first minded. We care about our employees and the communities we serve. Competitive compensation. Flexible work environment with onsite, remote and hybrid opportunities. Career development and internal career mentorship. Comprehensive health care, dental care, and vision. 401(K) Program: 4% safe harbor employer match on top of 5% non-elective contributions following one year of service. Generous PTO starting at 22 days per year, not including 11 paid holidays and 16 hrs. of Volunteer Time Off. Tuition Reimbursement. Student Loan Paydown and so much more! Background and Credit Check As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations. Please note: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements. Our Commitment to Belonging! The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves. Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact ***********************. Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V. Salary Description $82,237 - $106,908

Who We're Looking For: We are seeking a dedicated team player to join our Contact Center as a Digital Services Rep II. The ideal candidate will: Have strong customer service and communication skills, with the ability to deliver exceptional member experiences through phone, video, and digital channels. Be detail-oriented, tech-savvy individual with the ability to review applications, verify documentation, and identify potential fraud or compliance concerns. Be a self-motivated team player who can meet performance goals, multitask effectively, and maintain strong working relationships across departments. Be within a commutable distance to our Rutland, VT Operations Center. Hybrid work opportunities may be available after an initial training period. What You'll Be Doing: Serving as the first point of contact for members by processing online loan and account applications, answering calls/video calls, and resolving inquiries with one-call resolution in mind. Reviewing, assessing, and completing loan and membership applications while proactively communicating status updates and guiding members through each step. Opening new accounts and loans, cross-selling products and services, documenting fraud concerns, and ensuring all work meets compliance, accuracy, and quality standards. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Salary Range: $20.54- $25.68 Position Title: Digital Services Representative II FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Workers Reports To: Contact Center Supervisor Grade: 7 Summary: As a Digital Services Representative II will be the first point of contact for our membership over the phone and through digitals channels regarding their lending and membership applications while providing exceptional member experiences. This position ensures a smooth, member-focused experience by reviewing applications, verifying member information, and collaborating with other departments to support application approvals. Essential Functions: Process member applications through the credit union's online loan and account application system. Ensure timely processing of all loan and account applications. Review, assess, and process online applications for both new membership, addition of services, and loan requests. Answer incoming video calls promptly and professionally to respond and resolve members' inquiries and requests with a focus on one call resolution. Provide accurate information about products, services and company policies. Follow-up with members and escalate issues to supervisors when necessary. Provide exceptional member experiences to applicants throughout the lifespan, and beyond their application. Provide clear and helpful guidance to members throughout the application process. Proactively communicate the status of loan and membership applications to members. Troubleshoot and resolve any issues or concerns related to online applications. Maintain an up-to-date and comprehensive knowledge of all credit union products and services that are handled or promoted by the Member Applications Specialist. Proactively identify, promote, explain and cross-sell credit union products and services. Have a strong sense of identifying and preventing fraudulent activity. Work closely with the supervisor and compliance team to protect our members and company from financial loss. Document all fraud cases and maintain accurate records in credit union systems. Open new accounts and loans with a high level of proficiency, including, but not limited to consumer and business share draft accounts, term share certificates, debit cards and more. All account and loan documentation are gathered timely and reviewed for completion and accuracy. Account and loan checklists and QC are completed in a timely manner. Meet or exceed key performance metrics, including but not limited to call goals, quality assurance, and one call resolution expectations Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the contact center supervisor and manager informed of area activities of any significant problems or concerns. Qualifications: Education: A high school diploma or equivalent Experience: 2+ years working in a customer or member service role with previous lending experience is . Experience with online application platforms is a plus. Skills: Excellent verbal and written communication skills. Strong attention to detail. Problem-solving skills with the ability to troubleshoot technical issues. Ability to work independently and as a part of a team. Technical skills. Physical Requirements: This position requires sitting for long periods of time utilizing a phone headset and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of the phone and computer, performing standard keyboard functions, requiring repeated motion. Some light lifting and carrying of large paper files. Equipment is available and recommended for use of transporting large quantities of files to and from various locations. Work Environment: Professional banking environment. Hybrid work opportunities may be available after an initial training period BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks. Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Are you passionate about delivering exceptional customer experiences? Do you thrive in a dynamic, fast-paced environment where you can make a difference in people's lives? If so, we're looking for you to join our dedicated team as a Member Service Representative (Credit Union Teller) in our Ludlow Branch! Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services, but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $18 per hour Additional Compensation: May be eligible for variable incentive plan Position Title: Member Services Representative I (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Reports To: AVP, Branch Manager Grade: 5 Summary: The Member Service Representative I (Credit Union Teller) role is responsible for providing world class member experience to both credit union members and co-workers. This role performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. Essential Functions: Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Service members promptly, accurately, and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies and is organized and cleanly. Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative I. Proactively identify, promote, explain, and cross-sell credit union products and services. Balance a cash drawer at the end of each shift, comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet. Ensure totals match and that cash and checks are balanced. Research and resolve discrepancies, communicating to the Member Service Supervisor and/or AVP, Branch Manager immediately. Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the Member Service Supervisor and/or AVP, Branch Manager informed of area activities of any significant problems or concerns. Must maintain predictable and reliable attendance. All other duties as assigned. Qualifications: Education High school diploma or equivalent is required. Experience Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. Skills Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: Professional banking environment. BSA/Risk: Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more! As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current 20 hours per week opening for a Customer Service Representative in our Woodstock, Vermont branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - ********************************************************************************************

Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more! As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current 40 hours per week opening for a Customer Service Representative in our Woodstock, Vermont branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - ********************************************************************************************

Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more! As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, 40 hours per week opening for a Customer Service Representative in our Randolph, Vermont branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - *******************************************************************************************

As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, full time, 40 hours per week opening for a Customer Service Representative at our Rutland, VT branch! In a Customer Service Representative role, you can expect to: * Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. * Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. * Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. * Build trusting relationships with individuals in the communities we serve. * Be an active participant in, and advocate for, community growth and prosperity. * Process transactions for customers in a prompt, efficient, courteous and professional manner. * Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law: English & Spanish version• English - ***************************************************************** * Spanish - *************************************************************** EEO is the Law Poster Supplement * ************************************************************************************************ Pay Transparency: * ********************************************************************************************

As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current, full time, 40 hours per week opening for a Customer Service Representative at our Rutland, VT branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law: English & Spanish version• English - ***************************************************************** • Spanish - *************************************************************** EEO is the Law Poster Supplement • ************************************************************************************************ Pay Transparency: • ********************************************************************************************

Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more! As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current 40 hours per week opening for a Customer Service Representative in our Rochester, Vermont branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - ********************************************************************************************

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Customer Service Representative (CSR) is responsible to deliver a positive customer experience to current and prospective bank customers on the banking floor. This position must be able to adapt well in the face of workplace stressors such as customers service complaints. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Provide quality customer service and a positive banking experience by handling financial transactions (i.e. opening of accounts) with a professional attitude Determine customer needs, explain and sell products and services Participate in branch prospecting efforts Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas May provide back up to the teller line as needed Ability to understand directions and adhere to established policy and procedures Able to remain focused Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner As an integral member of the Branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Requirements: High School Diploma or GED Internal product and services knowledge Accurate and proficient math skills Professional and friendly interpersonal communications skills Proficient computer skills Clear thinking and ability to stay focused Thorough knowledge of bank products and services Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility Two (2) years of bank and/or customer service normally required All applicants must be 18 years of age or older

Bar Harbor Bank & Trust is seeking to fill a full time Floating Customer Service Representative role for our Randolph, Vermont branch, while also covering all of our Vermont branches and West Lebanon, Hanover, Lebanon, and Enfield, New Hampshire locations. This position is Full time, 40 hours per week. As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current opening for a Floating Customer Service Representative. In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid vacation and sick time, a wellness program, continuing education benefits, and more! The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - ********************************************************************************************

Bar Harbor Bank & Trust offers: competitive pay, referral incentives, an employee stock purchase plan, medical/dental/vision/life insurance plans, paid holidays, 401(k) plan, paid time off, a wellness program, continuing education benefits, and more! As the first point of contact for our customers, the Customer Service Representative is critical to Bar Harbor Bank & Trust's success. Customer Service Representatives truly make a difference in our customers' lives by supporting them with their day to day financial needs and building trusted relationships. We know our employees work hard, so we strive to make sure you're supported, appreciated and rewarded for your contributions. If you thrive in a fast-paced, collaborative and engaging environment, consider our current 40 hours per week opening for a Customer Service Representative in our Brandon, Vermont branch! In a Customer Service Representative role, you can expect to: Assist customers in identifying their financial needs and contribute toward the success of the company by recommending additional products and services. Recognize and seize opportunities to make referrals for loans, trusts, investments, insurance, and other exceptional services offered by the bank. Gain an understanding of the banking industry and begin to contribute toward meeting branch goals in a variety of categories, including deposits and loans. Build trusting relationships with individuals in the communities we serve. Be an active participant in, and advocate for, community growth and prosperity. Process transactions for customers in a prompt, efficient, courteous and professional manner. Provide exceptional customer service, reach effective resolutions, and follow through with customers for all inquiries. This role focuses on obtaining general banking knowledge and mastering routine transactions, to include account opening. An interest and experience in customer service and a working knowledge of Windows are essential for this position. The compensation for this position is based on a variety of factors including experience, skills, and geographic location. We offer a competitive pay range and opportunities for growth and advancement within the organization. Pay Range: $15.00-$20.00 Bar Harbor Bank & Trust is an Equal Opportunity Employer, Minority/Female/Disability and Protected Veteran. EEO is the law English - ***************************************************************** EEO is the law Spanish - *************************************************************** EEO is the Law Poster Supplement - ************************************************************************************************ Pay Transparency - ********************************************************************************************

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.

Job Description Who We're Looking For: We are seeking a dedicated team player to serve our Rutland region branches as a Floating Member Service Representative II (Credit Union Teller). The ideal candidate will: Provide a world class member experience to both credit union members and co-workers through every interaction Demonstrate flexibility to assist teams where the greatest needs exist Strive to reach identified goals and objectives through individual initiative and collaborative team effort What You'll Be Doing: Performing work at our Rutland region branches, including Rutland- Allen Street, Rutland - West Street, Brandon, Castleton, Fair Haven, and Ludlow branches as needed Servicing members promptly, accurately, and efficiently with a variety of transactions, inquiries, and assistance Maintain an up-to-date and comprehensive knowledge on all credit union products, and proactively identify, promote, explain, and cross-sell these products and services Why Join Us: Heritage Family Credit Union is a dynamic and member-centric organization committed to making a positive impact on the lives of our members. We believe in delivering not just financial services but fostering meaningful relationships that enhance the overall well-being of our members and communities. With a focus on education, integrity, and community, we strive to be the preferred financial partner for our community. Benefits Include: Paid time off in addition to paid federal holidays Medical, dental, and vision benefits to employees who regularly work 24+ hours a week 401k match Ongoing training opportunities 8 hours of volunteer time with an organization important to you Reimbursement each month for Gym membership (up to $25), hobby reimbursement (up to $25) and fresh local foods (up to $25 on a seasonal basis) Starting Salary: $20.50/hour, paid mileage and drive time, plus our incentive program Position Title: Floating Member Services Representative II (Credit Union Teller) FLSA Status: Non-Exempt Department: Retail Operations EEO Code: Administrative Support Worker Reports To: AVP Branch Manager Grade: 6 Summary: The Member Service Representative II role is a retail service position responsible for providing a world class member experience to both credit union members and co-workers. Performs a broad variety of transactional duties to serve members promptly and professionally while representing the credit union in a friendly, courteous, and professional manner while transacting with a high degree of accuracy. In addition to demonstrating a high level of proficiency, the duties of the Member Services Representative II position will progress in phases. After developing a strong foundation of branch basics, a successful Member Services Representative II will continue to demonstrate their knowledge and proficiency by learning new functions and growing as a leader and role model. Essential Functions: · Greet and interact with members in a friendly and professional manner, ensuring a world class member experience during every interaction. Servicing members promptly, accurately and efficiently with account inquiries, updates, troubleshooting, transactions including deposits, withdrawals, loan payments, transfers, and more. Perform other services such as wire transfers, fraud disputes, account maintenance and more. · Perform a variety of other functions including but not limited to, working in a drive-up station, opening and closing the branch, disarming and arming alarms, processing night drop or mail envelopes, assisting with ATM or ITM servicing and maintenance, check scanning, and ensuring MSR station has supplies, is organized and cleanly. · Adhere to all credit union policies, procedures, and regulatory requirements, which include but are not limited to, Anti-Money Laundering (AML) and Bank Secrecy Act (BSA) products. · Maintain an up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by the Member Service Representative II. Proactively identify, promote, explain and cross-sell credit union products and services. · Open new accounts with a high level of proficiency, including, but not limited to general memberships, share draft accounts, term share certificates, debit cards and more. Verify that all account forms have been properly and accurately completed, ensure proper follow-up on information required to complete the account process, and submit all account documents for review in a timely manner. · Balancing a cash drawer at the end of each shift. Comparing total amounts of cash and checks by utilizing computer generated reports and totals through a balance sheet, ensuring totals match and that cash and checks are balanced. Researching and resolving discrepancies to the supervisor or manager immediately. · Establish and maintain effective coordination and working relationships with area personnel and with management. Keep the branch supervisor and manager informed of area activities of any significant problems or concerns. · Must maintain reliable and predictable attendance · All other duties as assigned Qualifications: · Education: A high school diploma or equivalent is required. · Experience: Cash handling experience is required. Previous experience working in a financial institution, retail, or customer service role preferred. · Skills: Strong verbal communication and inter-personal skills, problem-solving skills, excellent attention to detail, and proficiency in basic math and computer applications. High level of integrity and professionalism. Physical Requirements: This position requires standing for long periods of time and working primarily at a workstation or desk in an open office environment. Daily tasks include extensive use of a computer performing standard keyboard functions, requiring repeated motion. Some light lifting. Occasional lifting/carrying of bags of coin up to 50 lbs. Work Environment: · Professional banking environment. BSA/Risk Employees will ensure adherence to BSA (Bank Secrecy Act) and risk compliance standards in all job responsibilities, maintaining the organization's regulatory integrity and mitigating potential risks." Equal Opportunity Employer: Heritage Family Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.