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Member Solutions Representative

3 months ago

Woodstock, United States Credit Union of Georgia Full time
Job DescriptionJob Description

Are you looking for a rewarding career with an organization that puts people first? Credit Union of Georgia is looking for a talented Member Solutions Representative to help our Towne Lake branch.

 

Summary

The Member Solutions Representative provides support and service to members. This individual opens new accounts and provides information about the organization and its services. This person must be able to troubleshoot in response to account related requests and complaints from members. The Member Solutions Representative must make routine cash and check transactions, frequently changing hats between the MSR and teller positions.

 

Major Duties & Roles

• Assists members with opening and closing accounts. Answers member questions, seeks solutions to answer member needs and to resolve problems. Understands when to seek assistance from supervisors along with providing their own recommendations.

• Accurately and efficiently performs routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing.

• Abides by, and maintains current and thorough knowledge of Credit Union policies and procedures.

• Cross sells and presents the features and benefits of Credit Union products and services.

• Looks for opportunities to deepen the CU relationship with each member by creating referrals for the Credit Union Auto Buying Service, mortgages, or Member’s Financial Services.

• Maintains awareness of the goals established for the branch, and for the Credit Union.

• Complies with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

• Provides Raving Fans Service to all members and co-workers.

• Other duties as assigned.

 

Experience

Six months to two years of similar or related experience, including time spent in preparatory positions

 

Education, Certifications, and Licenses

High school degree or GED required

 

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions.

 

Credit Union of Georgia is an equal opportunity employer.

Company DescriptionWe serve our local communities by providing financial solutions and guidance for every stage of life.Company DescriptionWe serve our local communities by providing financial solutions and guidance for every stage of life.