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Member Service Representative- Full-Time

3 months ago

Minneapolis, United States SharePoint Credit Union Full time
Member Service Representative

Our Member Service Representatives are the faces of the Credit Union, and the primary front-line contact for our members. The MSR's primary role is to assist members with their financial transactions and telephone requests, responds to and resolves problems in a timely manner, creates relationships and establishes rapport with members while maintaining the image and upholding the values of the Credit Union.

Hours:

Full time: 35-38 hours per week. Shifts may vary between the hours of 9:00am-5:00pm Monday-Friday and 9:00am- 12:00pm Saturdays. This role will require 2-3 Saturdays a month.

Role:

To assist members with their financial transactions. This includes but not limited to cash and non-cash depository transactions and account administrative task and general member and account support.

Responsibilities:

-Greets each member in a courteous and professional manner.

-Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashiers checks, money orders and cash advances.

-Accurately balance cash drawer and checks.

-Processes check orders, Instant Issue debit cards and VISA gift cards.

-Cross sells appropriate credit union products and services.

-Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly.

-Assist members with travel notes, completion of forms for disputed and fraudulent transactions.

-Actively listen to account concerns to offer applicable resolution to the member and/or internal member.

-Open Certificates of Deposit for existing members.

-Close accounts as directed.

-Completes mandatory forms such as CTRs.

-Reports suspicious member activity to manager for completion of SARs.

-Performs a variety of miscellaneous tasks including processing name and address changes, filing, scanning, computer input, verifying scanning and auditing new accounts.

-Answers phones and responds to members requests, problems, and complaints in a courteous and professional manner. If applicable, directs them to an appropriate person or department for additional assistance.

-Perform all duties listed above and other related duties as assigned.

Performance Measurements:

-To provide friendly, professional, personal service to all members.

-To successfully recommend appropriate new products and services to members.

-To understand and follow all credit union procedures and policies.

-To balance at least 98% of the time

-To have no more than one posting error per month.

-Maintain a professional working environment.

-Promptly resolve members requests and/or complaints.

Knowledge and Skills:

Experience: Up to six months of similar or related experience.

Education: A high school education or GED.

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 or obtaining information which may require some discussion.

Other Skills

-Employees should have:

-Excellent listening and communication skills

-Telephone etiquette

-Problem solving skills

-Organization and attention to detail

-Ability to handle stress and work under pressure

-Member focus and ability to enjoy interactions with people

-Product and service knowledge

-Proficiency with computers, required software (including financial programs and Microsoft Office) is required.

Physical Requirements

-Orientation: This position primarily requires sitting and walking.

-Standing: the ability to stand for an extensive amount of time.

-Talking: The ability to express or exchange ideas by means of spoken word to communicate information to members and coworkers.

-Hearing/Listening: The ability to perceive and react to the nature of sounds by ear.

-Lifting: The ability to occasionally lift/lower objects of between 10 and 25 pounds.

-Reasonable accommodations to these requirements will be made for employees with disabilities.

Work Environment: Works in a typical office environment, Lighting and temperature levels will be moderate, and noise levels are generally quiet.

As a SharePoint employee, you will receive:
-Affordable insurance options for Medical, Dental, Vision, and more
-Company-paid Life/AD&D, and Short-Term/Long-Term Insurances
-Generous PTO offerings
-Paid holidays generally include New Years Day, MLK Day, Presidents Day, Memorial Day, Independence Day, Columbus Day/Indigenous Peoples Day, Veterans Day, Thanksgiving Day, and Christmas Day
-401(k) and an employer match

SHAREPOINT CREDIT UNION is an EEO employer - M/F/Vets/Disabled