Joseph Sands
Financial Management Student at The University of Akron
- Role
- Member Service Representative at Summit Federal Credit Union
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Joseph Sands
I’m a Finance student at the University of Akron with a strong interest in financial…
Experience
Member Service Representative
Nov 2023 — Present · Akron, OH, US
Primary Responsibilities:1. Member Service: •Serve as the first point of contact for members, providing prompt, efficient, and accurate service •Answer member questions, identify their needs, and promote a positive image of the credit union •Engage with members in a courteous and professional manner to ensure high levels of satisfaction.2. Transaction Processing: •Handle a variety of member transactions, including deposits, withdrawals, check cashing, wire transfers, and loan payments. •Open and close accounts, and prepare specialized financial instruments.3. Cash Handling: •Maintain responsibility for all funds received from members. •Verify and wrap currency, and turn in any damaged or excess currency as needed4. Record Keeping: •Accurately document all transactions electronically during shifts •Track, report, and securely store special requests as necessary.5. Regulatory Compliance: •Ensure adherence to federal and state regulations as well as corporate policies. •Verify member identities and protect confidential information at all times.Other •Developing my financial knowledge skills by being around and learning from Accountants and Financial assistants.
Education
The University of Akron
Finance and Financial Management Services
2023 — 2027
College of Business - The University of Akron
Bachelor's degree, Finance and Financial Management Services
2023 — 2027
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