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Job · Medford, OR · Full time

Teller/Member Service Representative

Rogue Credit Union · $225.2M budget · 764 staff · Since 1956

Why Rogue Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Helps members save money, borrow affordably, and improve their economic well-being.

  • Created a source of Credit at a fair and reasonable rate of interest and provided an opportunity for members to use and control their own money in order to improve their economic and social condition. Profits are returned to members…

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Last board member made
$21,000
Form 990, 2024
Fine: from the org's Form 990.
Pt VII · Sec A
Pays its leaders
$21K–$1.0M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$200.9M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
764
employees
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+11%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
16 mo
of spending, in cash and securities
Looks good: 16.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Department : Member Relations Reports To : Branch Manager Classification : Non-Exempt About Rogue Credit Union : Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, California and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation.

Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work! Role : This position combines being a Teller and a Member Service Representative (MSR). Using Rogue Credit Union's Service Promises, builds long term loyal members by promptly and accurately processing members financial transactions and by identifying new/existing member's unique financial needs, suggesting appropriate products and services to meet those needs, opening new accounts, guiding members through the loan application process and assisting members with other needs as appropriate.

Essential Functions & Responsibilities : 40% Assists members with all of their membership and account needs including but not limited to deposits, withdrawals, loan payments, money orders, travelers’ checks, transfers, etc. as directed. Processes closed accounts, opens new memberships, Certificates, IRA's, Trust Accounts, consumer loans and other account maintenance to existing and new memberships. Accurately maintains and balances cash drawer and daily transactions, promotes a needs-based sales culture by effectively cross selling credit union products and services to meet each member's needs. 40% Assists new/existing members with their membership and account needs.

Opens/closes memberships. Interviews members to determine their needs, suggests appropriate products and services, and opens deposit and savings accounts, certificates, IRA's, Trust Accounts, etc. Takes consumer loan applications and works with related support departments to best serve the members. Prepares related files/member documents, maintaining member confidentiality. Works to build the most loyal members in the nation. 15% Promptly responds to members requests, questions, and concerns by finding the appropriate solution. Collaborates and assists with other departments/branches to maintain unsurpassed service across all areas of the Credit Union.

5% Proactively performs other duties as needed or assigned. Assists with specific branch opening and closing duties. Knowledge & Skills :

Experience

One year to three years of similar or related experience.

Education

A high school education or GED. Interpersonal Skills : Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the…

Read the full posting

About Rogue Credit Union

From its Form 990

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