Member Service Representative
4 weeks ago
Job Type
Full-time
Description
A successful Member Service Representative, will build and maintain strong relationships with members and teammates, while completing routine teller transactions as well as receiving and processing memberships, checking/loan applications, and opening new services for members. They will also listen for the opportunity to suggest/sell new credit union services which will assist members in meeting their financial goals.
Requirements
Position Requirements
- Maintain member and credit union confidentiality at all times
- Well-developed interpersonal skills and the ability to effectively communicate, work and interact with others
- Development and maintenance of various reports used throughout the organization
- Working knowledge of all credit union products and services, including, but not limited to credit granting criteria, documentation required for each type of loan and the computation of interest rates
- Operate ITMs and cash recyclers
- Ability to ask for, begin, and see a loan through to its closing
- Opening, updating, and closing of all types of accounts
- Assist peers when needed
- The ability to evaluate problems and make independent decisions following established credit union policies and procedures
- Must be enthusiastic, self-motivated and member service oriented
- Understand and maintain vault policies and procedures
- Ability to handle a fast-paced environment and multi-task
- Ability to operate computer applications
- Answering phone calls and providing expertise when customers call in through our automated system
- Responsible for maintaining a clean and orderly branch
- Intermediate mathematical skills required (i.e. calculations, use of decimals to compute ratios and percentages, fractions, etc.)
- High school diploma or equivalent
- Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and/or providing face-to-face customer assistance preferred, but not required
- Willing to work flexible hours, including Saturdays
- Must have reliable transportation
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