Member Service Representative III

4 days ago

Quincy, United States Mass Bay Credit Union Full time
Choosing Mass Bay Credit Union means choosing to be part of a community that cares about each other and about you.

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 member-service functions in conformance with established policies and procedures. Opens and closes accounts, IRAs, and Certificate of Deposits. Takes loan payments and performs consumer loan origination and initial underwriting. Handles all member transactions with complete discretion and confidentiality.
Essential Duties and Responsibilities:
  1. 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
  2. Provides direction and assistance to members; assists members with statement inquiries and researches and resolves statement errors.
  3. Responds to members' requests, problems, and/or questions and resolves routine to complex issues.
  4. Opens new accounts and provides members with share, loan, and account information. Updates member information and member files.
  5. Processes a variety of savings and related transactions, i.e. receiving deposits, withdrawals, loan payments, mortgage payments, etc.
  6. Provides members with share and loan rates, account balances, check clearings, deposits and auto value information.
  7. Opens and services IRA's, Certificates of Deposits, payroll distribution requests, file maintenance and updating of member information.
  8. Interviews members for loan application and performs the initial underwriting process for consumer loans.
  9. Pulls credit report and other pertinent information and reviews questionable matters with members, resolving any discrepancies or issues.
  10. Processes consumer loans through completion of note and disbursement of check.
  11. Is a subject-matter expert for the Credit Union on IRAs, CDs, and other savings products and services. Ensures that knowledge on specialty is up-to-date, and provides support to other MSRs in opening, closing, or disbursing IRAs or CDs.
  12. 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.
  13. 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.
  14. Processes mail assignments as requested.
  15. Processes wire transfers, stop payments; orders NOW checks, ATM and debit cards.
  16. Attends training sessions upon request.
  17. 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.
  18. Adheres to the anti-money laundering policy and the Bank Secrecy laws.
  19. Assumes other duties as new products, services, or technology are introduced.
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.

Knowledge, Skills, and Experience Required:
  1. 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.
  2. Work requires extensive knowledge of all Credit Union savings and deposit products and services, cash-handling rules and regulations, BSA; specialty knowledge in IRAs and Certificates of Deposit, and extensive knowledge of consumer lending.
  3. Requires educational equivalent to an Associate Degree in Business, or an equivalent combination of education and experience. Proficiency with computer software applications including Word and system applications is required.
  4. Position requires four years of member service or call center experience in a bank or credit union with knowledge of IRAs and consumer loan products.
  5. Position requires the ability to read and interpret documents such as government regulations, operating instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively communicate with members and/or employees. Ability to solve practical problems and deal with a variety of variables in situations where standardization exists.
  6. Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required.

Disclaimer:

The above information on this position has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

  • Member Services Representative Full Time

    3 months ago

    Quincy, United States Planet Fitness Full time

    Job Summary The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all...

  • Overnight Team Member

    1 week ago

    Quincy, Illinois, United States Planet Fitness - Midwest Management Group Full time

    Job SummaryThe Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Key ResponsibilitiesGreet and Assist MembersProvide exceptional customer service to members, prospective members and...

  • Customer Service Representative

    3 days ago

    Quincy, Massachusetts, United States J Edward Staffing LLC Full time

    Job Summary:We are seeking a highly skilled Customer Service Representative to join our team at J Edward Staffing LLC. As a key member of our team, you will be responsible for providing exceptional customer service and account management for our clients.Key Responsibilities:• Quoting and processing new and renewal business• Managing personal lines...

  • Customer Service Representative

    1 week ago

    Quincy, Massachusetts, United States Florida Farm Bureau Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. This role requires a positive and professional attitude, excellent communication skills, and self-discipline. As a representative of the Florida Farm Bureau, you will be responsible for providing exceptional service to our...

  • Customer Service Representative

    1 week ago

    Quincy, Massachusetts, United States Domino's Pizza LLC Full time

    About Domino's Pizza LLCWe are a leading pizza delivery company that values exceptional customer service and a fun, fast-paced work environment.Job SummaryWe are seeking a highly motivated and energetic Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for taking orders, making pizzas, and...

  • Customer Service Representative

    2 days ago

    Quincy, Massachusetts, United States Domino's Franchise Full time

    Job Opportunity at Domino's FranchiseWe are seeking a friendly and outgoing individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our customers.Key Responsibilities:Provide friendly and courteous service to...

  • Financial Services Representative

    3 days ago

    Quincy, Massachusetts, United States Superior Choice Credit Union Full time

    About the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Superior Choice Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and promoting our credit union's products and services.Key...

  • Customer Service Representative

    3 days ago

    Quincy, Massachusetts, United States Healthcare Financial, Inc. Full time

    About the RoleWe are seeking a compassionate and dedicated individual to join our team at Healthcare Financial, Inc. as a Call Center Representative/Member Advocate.Key Responsibilities:Provide exceptional customer service to members via phone, ensuring a positive and empathetic experience.Act as a liaison between members and healthcare providers, advocating...

  • Customer Service Representative

    7 days ago

    Quincy, Massachusetts, United States Walgreens Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at Walgreens. As a key member of our retail team, you will be responsible for delivering exceptional customer service, providing sales support, and maintaining a clean and organized store environment.Key ResponsibilitiesCustomer Service: Engage...

  • Customer Service Representative

    20 hours ago

    Quincy, Massachusetts, United States Affinity Plus Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Affinity Plus. As a key member of our branch team, you will be responsible for providing exceptional service to our members, assisting with daily transactions, and building strong relationships with our community.Key ResponsibilitiesTransaction...

  • Customer Service Representative

    2 days ago

    Quincy, Massachusetts, United States Affinity Plus Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Affinity Plus Federal Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, assisting with daily transactions, and building strong relationships with our community.Key...

  • Customer Service Representative

    2 days ago

    Quincy, Florida, United States U-Haul Full time

    Customer Service Representative Job DescriptionU-Haul is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their expectations.Key...

  • Customer Service Representative

    4 days ago

    Quincy, Massachusetts, United States Domino's Pizza LLC Full time

    About Domino's Pizza LLCWe are a leading pizza delivery company that values exceptional customer service and employee growth opportunities.Job SummaryWe are seeking a Customer Service Representative to join our team. As a key member of our pizza delivery team, you will be responsible for taking orders, making pizzas, and providing an exceptional customer...

  • Customer Service Representative

    2 weeks ago

    Quincy, United States J Edward Staffing LLC Full time

    Location: Quincy, MA Schedule: Monday to Friday: 8:30 AM to 4:30PM Hourly rate: $20 an hour. Job Description: The position includes quoting and processing new and renewal business, and all aspects of personal lines account managing. We are looking for a team member who will be committed to providing the highest level of service with the goal of...

  • Customer Service Representative

    1 day ago

    Quincy, United States J Edward Staffing LLC Full time

    Location: Quincy, MA Schedule: Monday to Friday: 8:30 AM to 4:30PM Hourly rate: $20 an hour. Job Description: The position includes quoting and processing new and renewal business, and all aspects of personal lines account managing. We are looking for a team member who will be committed to providing the highest level of service with the goal of exceeding...

  • Customer Service Representative

    4 days ago

    Quincy, Massachusetts, United States Alpha Ascension Inc. Full time

    About Alpha Ascension Inc.We are a forward-thinking business management firm that prioritizes our team members' growth and well-being. Our inclusive business model welcomes professionals from diverse backgrounds, creating a unique and enriching atmosphere. We invest heavily in our team's training and development, fostering a family-like environment where...

  • Customer Service Representative

    2 days ago

    Quincy, Massachusetts, United States Lineage Logistics Full time

    {"title": "Customer Care Representative", "description": "Job SummaryWe are seeking a highly skilled Customer Care Representative to join our team at Lineage Logistics. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesProcess customer orders and...

  • Financial Services Representative

    6 days ago

    Quincy, Massachusetts, United States SS&C Full time

    About the RoleWe are seeking a highly skilled Financial Services Representative to join our team at SS&C. As a key member of our contact center operations, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesProcess Correspondence: Thoroughly review and process incoming requests from diverse...

  • Customer Service Representative

    3 days ago

    Quincy, Massachusetts, United States Circle K Stores, Inc. Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service, operating a cash register, and maintaining a clean and organized store environment.Key ResponsibilitiesGreet customers...

  • Customer Service Representative

    2 days ago

    Quincy, Florida, United States Florida Farm Bureau Full time

    Job Overview We are seeking a highly motivated individual to join our team as a Customer Service Representative. This role requires a positive and professional attitude, excellent communication skills, and self-discipline. Our company offers a dynamic work environment and opportunities for growth. Responsibilities and Duties * Provide exceptional service...