Member Service Rep I

1 month ago


Montgomery, United States MAX Credit Union Full time

MAX Credit Union, a Best Company to Work For, is currently seeking a Member Service Representative. If you excel at building relationships and thrive on helping others, have expertise in banking or financial services, are dedicated to providing excellent customer service, and have a warm and approachable demeanor, communicate clearly and persuasively, and continuously look for ways to improve member experiences, are detail-oriented and committed to delivering quality work, and enjoy a dynamic and people-focused work environment, we want you on our team.

Essential Functions & Responsibilities:

Accounts for the first impression that a member or potential member receives concerning the Credit Union. Adheres to the professional standards set by MAX's Personnel Policy Manual regarding attendance, personal grooming, and member relations.

Receives member queries on services and accounts, counsels member, all while striving for quality member service.

Strives to meet members' needs or refers members to appropriate personnel for further assistance while displaying confidence in handling transactions.

Accepts deposits and loan payments in a manner that is reassuring to the member that the account is being properly handled, which is directly related to work quality. Disburses checks and cash to members as requested. Cashes checks for members and place holds on accounts when necessary.

Performs required service window tasks and prepares necessary summaries that involve each service (U.S. Savings Bonds, Money Orders, Traveler's Cheques, Six Flags Tickets, and any other service MAX might provide in the future).

Accounts for the safeguarding of the cash drawer that is assigned. Complies with the security procedures of the Credit Union, and confidential membership data.

Pays meticulous attention to details when preparing required daily summaries and batching checks for pickup.

Enforces MAX check acceptance policy and enforces holds when necessary. Supports and adheres to member service standards.

Performs all other duties as assigned. Completes all training as required.

Upholds core values and builds team member and customer relationships.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)


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