Member Service Representative

2 weeks ago

Westford, United States Jeanne D'Arc Full time
Job Details

Job Location
Westford Branch - Westford, MA

Position Type
Full Time

Salary Range
$17.15 - $25.73 Hourly

Description

ROLE:

Serves as the primary agent for building member relationships through education about Credit Union products and services. Adheres to Credit Union policies and procedures to ensure ethical and compliant business practices while performing various transactions and service requests accurately and efficiently.

ESSENTIAL FUNCTIONS AND RESPONSIBLITES:
  • Greets members and provides relevant information regarding transactions, products, and services. Takes responsibility for fulfilling member service requests, including account opening, access services, maintenance, domestic wires, loan applications, and funding within authorized signing authority. Adheres to all branch processes, procedures, policies, and compliance regulations.
  • Demonstrates a commitment to learning and thoroughly understanding all Credit Union deposit and loan products and services.
  • Performs individual settlement procedures and balances MSR cash drawer, daily transactions and assists with branch balancing.
  • Actively engages in the relationship-building process through educating and referring Credit Union products and services. Takes responsibility for directing members to the appropriate department or resource for further information and services as necessary.
  • Deescalates challenging member situations by problem-solving, exercising sound judgment and decision-making skills while demonstrating a special effort to say yes.
  • Remains vigilant and aware of surroundings and reports unusual or suspicious behaviors, activity, or inconsistencies.
  • Performs other job-related duties as assigned.
Qualifications

KNOWLEDGE AND SKILLS:

Experience:
  • One year of related experience is required.
Education:
  • High school diploma or equivalent required or an equivalent combination of education and experience.
Interpersonal Skills:
  • Position requires significant contact with others inside and outside the Credit Union, thus requiring a high degree of confidentiality, discretion, diplomacy, and tact in communication. Builds relationships and fosters positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Good verbal communication skills are required, including positive body language and tone and explaining financial concepts clearly and concisely. Patience, active listening, and sound judgment are required. Must have the ability to understand and communicate products, services, and regulations.
Other Skills:
  • Proficient Microsoft Office skills and the ability to learn the core system and other related software are required Must have the ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team. Must be highly motivated, detail-oriented, organized, and efficient with multitasking. Must be able to work in a professional, fast-paced environment without sacrificing the quality and accuracy of work performed. This position requires standing, sitting, walking, reaching and lifting to 10 lbs. regularly.

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