Member Service Representative II

OUR LEADERSHIP PHILOSOPHY
At Lighthouse Credit Union, we believe all individuals, regardless of position level, are considered leaders. By providing a framework
that balances clarity with adaptability, our Leadership Competencies aim to foster a culture of continuous growth and agile
leadership. Lighthouse Credit Union is committed to embracing change, nurturing leadership talent, and ensuring our performance
management practices are aligned with our vision of fostering a resilient and forward-thinking organization. As such, we all hold
ourselves accountable to the following:

LEADERSHIP COMPETENCIES
Demonstrates Interpersonal Awareness & Skills
A cornerstone of our collaborative work environment, this competency emphasizes effective communication, relationship
building and teamwork. It also supports creating a positive work environment that values individual contributions and
fosters teamwork. As an individual leader, you will demonstrate active listening, clear communication and contribute
beneficially to team dynamics.

Embraces Change & Learning
This competency focuses on adaptability, personal development and the advocacy and embracing of progressive change.
You will be challenged to explore continuous learning opportunities to achieve excellence and foster a culture of growth and
innovation. As an individual leader, you will actively engage in personal development, embrace change enthusiastically and
support team members in their growth. You will also demonstrate flexibility and adaptability in response to changing
circumstances.

Utilizes Critical & Creative Thinking
Underlining the importance of innovative problem solving, challenging the status quo and strategic thinking, this
competency is vital for driving excellence and leadership. This competency challenges team members to take initiative
beyond one's immediate responsibilities. As an individual leader, you will actively look for and share opportunities for
improvement, show open-mindedness to new ideas and professionally challenge inefficient processes. You will also actively
contribute to defining solutions and promoting innovation.

Takes Personal Ownership
This competency focuses on taking responsibility for performance goals, proactive collaboration and accountability. It
highlights the significance of each team member taking ownership of their role and contributions while demonstrating
leadership qualities regardless of their position. As an individual leader, you will be actively engaged in setting and achieving
performance goals, take responsibility for personal action and decisions and seek opportunities for self-improvement and
skill development.

POSITION SUMMARY:
Under close to moderate supervision of management, the Member Service Representative II will focus on the unique opportunity to
identify needs to enrich our members' lives. The Member Service Representative II will focus on member accounts while proactively
offering additional products and services to strengthen member relationships. To support branch needs the Member Service
Representative II may also conduct routine transactions such as deposits, withdrawals and payments. Ownership of the experience
is crucial as the Member Service Representative II will be a single point of contact to develop member relationships.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES
* Assists members in opening and maintaining personal and business accounts while offering additional products and services
to strengthen member relationships.
* Fulfills members requests by providing outstanding services, problem resolution and needs based selling; refers mortgages
for prospecting.
* Prepares and disburses consumer loans within lending limits and credit union guidelines.
* Accurately and efficiently process deposits, payments, withdrawals, cash checks, wires, fraud packets, etc. in accordance
with established policies and procedures, as needed to support branch staff.
* Balances cash drawer/TCR and manages all transactions with accuracy and courtesy while maintaining privacy and security.
* Demonstrates openness and willingness to switch between teller and member service functions as needs arise.
* Follows and adheres to the Credit Union's policy regarding attendance and punctuality.

JOB SPECIFICATIONS
* Effective communicator, engage with members and build relationships regarding product and services.
* Ability to prioritize tasks and demonstrates close attention to detail.
* Courtesy, tact, and diplomacy.
* Goal-oriented and service focused.
* Working knowledge of Microsoft Office products.
* Frequent interactions with the public.

EDUCATION, TRAINING & EXPERIENCE
* High school diploma or equivalent.
* 2-5 years of similar related experience as a teller, cashier or in a member/customer service role.
* Previous sales and/or lending experience preferred.

WORK ARRANGEMENT:
* The working arrangement for this position is fully onsite. No alternative working arrangement is available.

PHYSICAL REQUIREMENTS
* Must be able to walk, stand, sit, speak, read, write, see, hear, push or pull (with or without accommodation).
* Frequently remains in a stationary position for extended periods of time operating office/computer equipment.
* Occasionally lifts and/or moves up to 20 pounds.

TRAVEL REQUIREMENTS
* Travel will be required for ongoing training, meetings and/or providing branch support.

DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required.

LIGHTHOUSE CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER