Member Service Representative- Full Time
5 days ago
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.
*The Next available start date is August 12th, 2024*
Hours:
Full time: 38-40 hours per week. Shifts may vary between the hours of 8:00am-6:00pm Monday-Friday and 8:00am-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.
-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 member's 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 member's 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 employer match upon eligibility. Participants are vested immediately.
SHAREPOINT CREDIT UNION is an EEO employer - M/F/Vets/Disabled
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