The Central Service Representative (CSR) position offers coverage
at each of Parkside’s branches as well as in the Remote Services/VSR areas (may
cover for an employee on leave of absence, PTO, short-staffed, etc.)  The
CSR is responsible for performing a broad variety of member service tasks such
as greeting members, opening and closing accounts, assisting members with
submitting loan applications and closing loans. Perform related duties to
assist members with their financial transactions, involving paying and
receiving cash and other negotiable instruments, and providing broad member
service support across the organization. Identify and suggest solutions that
will improve our members’ economic well-being.

E – 40%

Receives, processes and posts member
financial transactions, including, but not limited to: deposits, withdrawals
and loan payments, money orders and cashier’s checks. Process transfers from
member accounts as directed. Resolve member requests and questions promptly,
courteously, and professionally. Balances cash drawer and daily transactions.
Job functions are efficiently, accurately, and effectively performed in
accordance with Credit Union established policies, standards, and security
procedures. Actively and professionally cross sells Credit Union products and
services to ensure members’ financial needs are met. Must comply with all
Credit Union policies, procedures and protocols.

E – 40%

Performs Member Service duties,
including, but not limited to: loan applications, delivery of loan decisions,
addressing general loan information and closing of member loans, opening and
closing memberships, processing account and member information changes. Assist
members with setting up online/mobile banking, mobile deposit, bill pay, and
other supporting services. Continually enhance product knowledge. Present and
explain Credit Union products and services to members and assist them in
meeting their financial needs. Answer questions and solve problems for members
by listening to the problem, researching and collecting data and securing
answers, and reporting results to the member. Parkside Central Service
Representatives are to 'own' every relationship and remain member centric.

E - 35%

Performs Member Service duties,
including, but not limited to: loan applications, delivery of loan decisions,
addressing general loan information and closing of member loans, opening and
closing memberships, processing account and member information changes. Assist
members with setting up online/mobile banking, mobile deposit, bill pay, and
other supporting services. Continually enhance product knowledge. Present and
explain Credit Union products and services to members and assist them in
meeting their financial needs. Answer questions and solve problems for members
by listening to the problem, researching and collecting data and securing
answers, and reporting results to the member. Parkside Central Service
Representatives are to 'own' every relationship and remain member centric.

E - 20%

Support the Virtual Services Representative
or Remote Services Representative areas when needed. Promptly and accurately
serve members though the channel in which they are requesting service in
accordance with Credit Union established policies, standards, and procedures.

E - 5%

Performs other job-related duties as
assigned.

1.    
All
member service activities are efficiently, effectively, and accurately
performed in accordance with credit union established policies, standards, and
security procedures. Focus on providing outstanding, exemplary service at every
interaction.

2.    
Greet
and welcome every member. Accurately post transactions, verify cash and
endorsements, receive proper identification for all member transactions.

3.    
Troubleshoot
and resolve member and internal inquiries in a timely, friendly and accurate
manner.

Member problems or questions are courteously and promptly resolved and
effective assistance is provided to each member.

4.    
Proactively
seek opportunities to identify appropriate products and services for the
betterment of the member's financial well-being.

5.    
Maintain
a professional work environment and businesslike appearance focused on
efficiency and creating a sense of urgency in serving members’ needs.

Experience - Six months to two years
of similar or related experience.

Education - A high school diploma or
GED.

Interpersonal Skills - A significant
level of trust and diplomacy is required, in addition to normal courtesy and
tact. Work involves extensive personal contact with others and/or is usually of
a personal or sensitive nature. Work may involve motivating or influencing
others.

Other Skills

Excellent communication skills.
Ability to perform basic math skills and use decimals to compute ratios and
percentages. Ability to work under pressure. Must be able to have a good
working knowledge of basic computer software, email software, IM software, use
of the internet and the ability to learn internal use software.  Must be
good with detail to deal with numbers and names.

Physical Requirements: The employee,
in the course of performing this position, spends time writing, typing,
speaking, listening, and lifting (up to 25 pounds).  The employee for this
position may operate an or all of the following: telephone, copy and fax
machines, calculator, imaging equipment, postage meter, computer terminal,
personal computer, related printers, and teleconferencing equipment.

This position will require travel by
automobile between branches and occasional travel elsewhere.

 Work Environment: The environment for
this position is an open office that is clean and comfortable.

Job descriptions are not
intended as and do not create employment contracts. The organization maintains
its status as an at-will employer. Management reserves the right to change this
position description at any time according to business needs.

This Job Description is not a complete statement of all duties
and responsibilities comprising the position.