About this role
Job DetailsJob Location: Canfield Branch - Canfield, OH 44406Job Summary
The Member Service Representative Lead supports daily branch operations by managing cash levels for cash recyclers, PTMs, and ATMs while delivering exceptional member service. This role builds strong member relationships, supports branch staff, and promotes Credit Union products and services.
Key Responsibilities
Maintain assigned referral and sales goals
Provide accurate, professional, and friendly service to members
Process a variety of member transactions (deposits, loan payments, transfers, account maintenance, ATM services, IRA and business transactions)
Mentor and assist with training new Member Service Representatives
Support branch staff with cash exchanges and daily balancing
Order, receive, verify, and audit cash shipments under dual control
Maintain cash vaults, recyclers, ATMs, PTMs, and Instant Issue card inventory
Prepare and reconcile required cash and Liquid Fund reports
Follow all security, compliance, and confidentiality requirements
Assist with branch opening and operational needs as assigned
QualificationsQualifications
High school diploma or equivalent
Minimum 1 year of financial institution or cash-handling experience
Strong attention to detail and accuracy with cash
Proficiency with calculators and basic computer systems
Successful completion of an Excel assessment
Professional demeanor with strong communication skills
Must be bondable and able to travel locally
Physical & Work Requirements
Ability to stand, walk, bend, and use hands frequently
Ability to lift up to 50 pounds
Moderate noise level; may work around mechanical equipment and outside conditions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.
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