Member Service Representative
San Diego County Credit Union
Nov 2022 - Jun 2023 (8 months)
• Process routine member account transactions including deposits, withdrawals, loan payments, transfers, wires, cashier Check purchases, loan and VISA advances, lobby drop, and closing accounts.
• Ensure accurate accounting by balancing the cash drawer daily, processing direct deposit forms, and handling daily mail, while providing dual control for cash vault balancing.
• Participate in the promotion of Credit Union products and services to existing and potential members.
• Display strong sales skills by cross-selling products and services to members, offering assistance, or directing them to the appropriate representative.
• Answer basic member inquiries pertaining to member account(s).
• Maintain meticulous records of all referrals and sa