Member Service Representative

2 months ago

Minneapolis, United States SharePoint Credit Union Full time
Member Services Representative E-Branch

Hours:

Full time: 38-40 hours per week. Shifts may vary betweenthe hours of 8:00 am - 6:00 pm Monday-Friday and 8:30am - 12:30pm Saturdays.This role will require 2 Saturdays a month.

Role:

To assist members with their financial transactions andtelephone requests, respond to and resolve problems in a timely manner, createrelationships and establish rapport with members while maintaining the imageand upholding the values of the Credit Union.

EssentialFunctions & Responsibilities:

Thisposition will be on a scheduled rotation assisting the membership in person, by phone, orvia our digital platforms.
•Perform financial transactions including but notlimited to deposits, withdrawals, loan payments, transfers, wires, etc.
•Assist members and potential members with theirrequests in a timely manner; answer questions about products and services and provideresolution, escalating issues when necessary, with recommendations.
•Troubleshoot member's digital service issues andprovide resolution.
•Identify value added solutions by recommendingour products & services.
•Ensure that accurate records are maintained.
•Perform other duties as assigned.

Performance Measurements:
•Provide accurate, friendly and exceptionalservice to all members.
•Ability to balance the needs of the member andthe credit union while remaining in compliance with federal regulations andcredit union policy.
•Protect our members by verifying their identityby asking security questions that only they would know.

Knowledge and Skills:

Experience
•Six months to two years of similar or relatedexperience.

Education
•Equivalent to a high school education.

Interpersonal Skills
•Building trust is crucial, along withmaintaining courtesy and tact. This role involves frequent personalinteractions, often dealing with sensitive or personal matters. Establishingand nurturing relationships with people and companies is essential.

Other Skills
•Excellent communication skills
•Problem solving abilities
•Organizational skills
•Ability to multi-task
•Ability to handle stress and work under pressure
•Strong proficiency with technology and essentialsoftware

Physical Requirements
•This position primarily requires sitting, somestanding and walking. The ability to occasionally lift/lower objects of between10 and 25 pounds.
•Reasonable accommodation to these requirementswill be made for employees with disabilities.

Work Environment
•This position is set in a comfortable,professional office environment with moderate lighting and temperature controlsto support a productive atmosphere. The noise level is typically quiet,allowing for focused and uninterrupted work.

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, President's Day, Memorial Day, Independence Day, Columbus Day/Indigenous People's Day, Veteran's Day, Thanksgiving Day, and Christmas Day
•401(k) and employer match upon eligibility. Participants are vested immediately.

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

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