Member Service Representative

Primary Function

Under the supervision of the Supervisor and the Department Manager, provides a consistently high level of quality service to members and provides accuracy in transactions. Performs a variety of teller and member-service related functions in conformance with established policies and procedures. Handles cash transactions, share deposits/withdrawals, opens and closes accounts, addresses member inquiries, takes loan payments, etc. Handles all member transactions with complete discretion and confidentiality.

• Greets and welcomes members and visitors to the Credit Union in a courteous, professional, and timely manner; and provides prompt, accurate, and efficient member transactions. Handles all transactions for members with discretion and confidentiality
• Provides direction and assistance to members; assists members with statement inquiries and researches and resolves statement errors.
• Responds to members' requests, problems, and/or questions and resolves routine issues.
• Opens new accounts and provides members with share, loan, and account information. Updates member information and member files.
• Organizes and sets up work station for daily activity, i.e., obtains necessary forms, brochures, and supplies for individual work station, orders cash as needed.
• Processes a variety of savings and related transactions, i.e. receiving deposits, withdrawals, loan payments, mortgage payments, etc.
• Provides members with share and loan rates, account balances, check clearings, deposits and auto value information.
• May receive and disburse currency to members. When tellering, accountable to transfer to and from cash vault and day end balancing of cash draw without exception.
• Processes mail assignments as requested.
• Processes wire transfers, stop payments; orders NOW checks, ATM and debit cards.
• Attends training sessions upon request.
• Informs members of credit union products and services, explaining features and benefits; and cross-sells products and services when appropriate and within scope of responsibility.
• Adheres to the anti-money laundering policy and the Bank Secrecy laws.
• Assumes other duties as new products, services, or technology are introduced.

• Professional and pleasant interpersonal and communication skills are essential for servicing Credit Union members and projecting a positive image as representative for the Credit Union.
• Work requires general knowledge of all Credit Union products and services.
• Requires education equivalent to a four-year high school education. Proficiency with computer software applications including Word and system applications is required.
• Position requires one year of member service or call center experience in a bank or credit union.
• Position requires the ability to read and understand oral and written instructions. Requires the ability to effectively communicate with members or employees and to solve day-to-day problems involving several variables in standard situations.
• Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required.

Note:

The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required.

Job Posted by Applicant Pro