member service representative

2 weeks ago

Central Lake, Michigan, United States 4Front Credit Union Full time
:

POSITION DESCRIPTION

POSITION TITLE: Member Services Representative

DEPARTMENT: Operations

CLASSIFICATION: Non-Exempt

APPROVED BY: CEO

WAGE GRADE: 5

REPORTING RELATIONSHIPS

POSITION REPORTS TO: Branch Manager

POSITIONS SUPERVISED: None

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the effective and professional performance of financial service functions.

  • Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for member accounts. Completes payroll deductions and authorization forms.
  • Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member account reconciliation problems.
  • Renews and updates certificate accounts.
  • Receives and directs members and telephone calls. Responds to inquiries and questions, or directs them as necessary. Records and relays messages.
  • Performs file maintenance and account changes as needed.
  • Answers questions regarding IRAs.

Assumes responsibility for establishing and maintaining effective, professional business relations with members.

  • Resolves member requests and questions promptly, courteously, and professionally.
  • Keeps members informed of Credit Union services and policies.
  • Maintains and projects the Credit Union's professional reputation.

Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

  • Assists area personnel as required.
  • Keeps supervisor informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends meetings as required.

Assumes responsibility for related duties as required or assigned.

  • Actively and professionally cross sells Credit Union services.
  • Performs related duties as needed.
  • Ensures work area is clean, secure, and well maintained.
  • Comply with the U.S. Patriot Act and the Credit Union's Bank Secrecy and OFAC Policies and Procedures.
  • Comply with the Gramm-Leach Bliley Act and the Credit Union's Information Security program, maintaining the privacy and security of information, Systems and locations.

PERFORMANCE MEASUREMENTS

  • Member services functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
  • Good business relations exist with members. Member problems or questions are courteously and promptly resolved. Effective assistance is provided with member account reconciliation problems.
  • Good working relationships, DEI and collaborative initiatives exist with credit union personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities.
  • Required reports and records are accurate, complete, and timely.
  • The Credit Union's professional reputation is maintained and conveyed.
Requirements:

EDUCATION/CERTIFICATION: High school graduate or equivalent.

REQUIRED KNOWLEDGE: Good understanding of financial services and products provided.

  • Understanding of member account reconciliation procedures.

EXPERIENCE REQUIRED: None, but related office experience is preferred.

SKILLS/ABILITIES: Excellent communication and public relations skills.

  • Professional appearance and attitude.
  • Ability to operate related computer applications and business equipment including 10-key and telephone.
  • Solid math and abilities.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, or quickly.

AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.

FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.

REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

PHYSICAL STRENGTH: Sitting and standing. Exerts up to 50 lbs. of force occasionally.

WORKING CONDITIONS

NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.

MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percents.

LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.

  • Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
  • Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

PI9a9126d6404c

  • customer service representative

    2 weeks ago

    Sand Lake, Michigan, United States Family Dollar Full time

    Family Dollar - 119 E OAK STREET [Retail Associate / Cashier / Team Member] As a Customer Service Representative at Family Dollar, you will: Be responsible for providing exceptional service to customers; Greet customers and assist them with selection of merchandise; Complete cash register transactions and answer questions regarding the store and...

  • Medical Sales Representative

    2 weeks ago

    Spring Lake, Michigan, United States Agape Care Group Full time

    Overview: Become a Hospice Account Executive with Agape Care Group Do you have a knack for coordinating, organizing, and making connections? Are you ready to make a difference in the lives of others and in the community? We are looking for Hospice Account Executives to join our team who are committed to serving our patients with compassion and integrity. As...

  • Food Service

    2 weeks ago

    Twin Lake, Michigan, United States YMCA of Metropolitan Chicago Full time

    YMCA Camp Pinewood located in Twin Lake, Michigan is hiring kitchen/cook/food service positions for Summer 2024 TheFood Service/Kitchen Assistant position assists with food service for staff and campers and supports safety and cleanliness of the kitchen. The Food Service team works to manage all aspects of food preparation including cooking and serving food...

  • Customer Service/Change Coordinator

    2 weeks ago

    Lake Orion, Michigan, United States Branex Group Full time

    Job DescriptionJob DescriptionCustomer Service – Lake Orion, MI Customer Service Representative is responsible for providing the main line of communication with the customer and supports the materials department by assuring customer requirements are shipped as ordered, on time. · Assure production requirements are shipped to the customer as released to...

  • Chief Nursing Officer

    4 weeks ago

    Walled Lake, Michigan, United States Other Executive Full time

    Detroit Group DMC Huron Valley-Sinai Hospital, Commerce Township, Michigan Located in Commerce, Michigan, a suburb 25 miles northwest of Detroit, DMC Huron Valley-Sinai Hospital is one of eight hospitals/institutes composing the Detroit Medical Center . Huron Valley-Sinai Hospital is a full-service community teaching hospital with 158 licensed beds,...

  • Seattle - Sales Manager

    2 weeks ago

    Fife Lake, Michigan, United States Leaf Home Full time

    Meet Leaf Home, the leading provider of technology-driven home solutions that is on a mission to make homeownership easy. With more than 50% of consumers worried about the cost and effort of home maintenance, we focus on delivering remarkable, end-to-end experiences. Trusted by more than 1 million homeowners across the US and Canada, Leaf Home is America's...

  • Human Resource Business Partner

    2 weeks ago

    Spring Lake, Michigan, United States The Ladders Full time

    Why join us? Our purpose is to design for the good of humankind. It's the ideal we strive toward each day in everything we do. Being a part of HermanMiller means being a part of something larger than your work team, or even your brand. We are redefining modern for the 21st century. And our success allows HermanMiller to support causes that align with our...

  • Assistant Manager

    4 weeks ago

    Lake Orion, Michigan, United States Great Lakes Ace Full time

    Assistant Manager (Lake Orion, MI)Location: Store Lake Orion, MIRequisition ID: REQ-22849Posted Date: Posted 8 Days AgoJob Type: Full timeDescription: Assistant Managers are responsible for ensuring that associates provide exceptional customer service, while achieving sales goals. This includes ensuring customer satisfaction, driving sales, building sales...

  • Assistant Manager

    4 weeks ago

    Lake Orion, Michigan, United States Great Lakes Ace Full time

    Assistant Manager (Lake Orion, MI)Location: Store Lake Orion, MIRequisition ID: REQ-22849Posted Date: Posted 26 Days AgoJob Type: Full timeDescription: This position is located at:584 N. Lapeer Rd., Lake Orion, Michigan 48362Assistant Managers are responsible for ensuring that associates provide exceptional customer service, while achieving sales goals. This...

  • Assistant Manager

    4 weeks ago

    Lake Orion, Michigan, United States Great Lakes Ace Full time

    Assistant Manager (Lake Orion, MI)Location: Store Lake Orion, MIRequisition ID: REQ-22849Posted Date: Posted 5 Days AgoJob Type: Full timeDescription: This position is located at:584 N. Lapeer Rd., Lake Orion, Michigan 48362Assistant Managers are responsible for ensuring that associates provide exceptional customer service, while achieving sales goals. This...

  • Head of Main Facility Management Office

    2 weeks ago

    Fife Lake, Michigan, United States Stellar Innovations Full time

    The Federal Real Estate Agency (BImA) is the real estate service provider for the federal government, providing the necessary spaces and buildings for almost all federal authorities. As such, we are represented throughout Germany with over 7,000 employees and take care of a diverse and colorful real estate portfolio, as well as the ecological use and...

  • Estimator

    2 weeks ago

    Lake Orion, Michigan, United States Ascent Aerospace Full time

    SUMMARY OF POSITION The Estimator is responsible for estimating aerospace tooling labor and material costs of manufacturing and engineering based on request data submitted by prospective customers. The estimator is involved in preparing cost reports and presents findings to management, contract personnel, proposal coordinators, customer representatives,...

  • Order Picker

    2 weeks ago

    Fife Lake, Michigan, United States Costco Wholesale Corp. Full time

    Costco Wholesale Corp TH STREET EAST [Warehouse Associate / Package Handler / Up to $28.20-hr] As an Order Picker at Costco, you'll: Pull merchandise for high-volume orders; Assist in processing orders; Communicate with members, merchandise managers, marketers and buying office to offer a high level of member service...Hiring Immediately >>

  • Mail Processor

    2 weeks ago

    Fife Lake, Michigan, United States Staffmark Full time

    Staffmark is hiring a Mail Processor as the top mailing service leader in the nation, specializing in moving our world forward in Fife, WA. Keep reading to learn more on how to apply today Night Shift start time varies from 6 PM-8 PM, and end time varies from 12 AM-3 AM, Monday-Friday. Pay: $19.00/hr As a Mail Processor, you'll play a crucial role in...

  • Marketing Coordinator

    2 weeks ago

    Fife Lake, Michigan, United States Gensco Full time

    Gensco currently has a great opportunity available for a Marketing Coordinator to join our team in Tacoma, WASchedule - Monday-Friday 8:00am-4:30pm Full Time - Pay Range $24 - $28 per hour based on experience Duties and Responsibilities • Support Marketing Specialist on Utility Rebate Programs for Gensco and Slakey • Support Gensco and Slakey Dealer...

  • Certified Medication Aide

    2 weeks ago

    Lake Orion, Michigan, United States ATC Oakland County Full time

    ATC Healthcare is looking for a CERTIFIED MEDICATION AIDE (CMA) The CMA provides services to meet the personal care needs of the patient in various healthcare settings under the direction of a licensed professional. The CMA provides nursing care specific to the age of the population served. WE OFFER DAILY PAY FLEXIBLE SCHEDULING, PER DIEM WORK ABOUT US For...

  • Retail Sales Associate Nights And Weekends

    4 weeks ago

    Lake Orion, Michigan, United States HOMEGOODS Full time

    Opportunity: Contribute To The Growth Of Your CareerResponsible for delivering a highly satisfied customer experience proven by engaging and interacting with all customers, embodying customer experience principles and philosophy, and maintaining a clean and organized store environment. Adheres to all operational, merchandise, and loss prevention standards....

  • Delivery Driver

    2 weeks ago

    Lake Orion, Michigan, United States Hungry Howie's Full time

    [Crew Member / Food Courier / Entry Level No Experience] 195 N. Park Blvd. As a Delivery Driver @ Hungry Howie's, you'll learn to: Transport pizza from the restaurant to customers; Confirm that orders have been correctly fulfilled before delivering the product to customers; Process cash and card payments; Adhere to road and traffic regulations; Be...

  • sales floor associate

    2 weeks ago

    Houghton Lake, Michigan, United States Dollar Tree Full time

    Dollar Tree W HOUGHTON LAKE DR [Retail Associate / Cashier / Team Member] As a Sales Floor Associate at Dollar Tree, you'll: Handle all sales transactions while operating assigned cash register; Maintain security of all cash; Maintain a high level of good customer service; Protect all company assets; Maintains a pleasant, friendly, cooperative attitude with...

  • Head of Events

    2 weeks ago

    Fife Lake, Michigan, United States AccorHotels Full time

    Company Description: Fairmont St. Andrews is all about luxury, starting and ending with our team members. As one of Scotlands most renowned five-star luxury hotels, we are located in the heart of golf. Our 213-room property sits on the outskirts of St Andrews, featuring 2 top-notch golf courses and an award-winning spa and leisure facility. Indulge in...