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Traveling Member Service Representative
4 months ago
** Sidney Federal Credit Union**
** Traveling Member Service Representative (MSR II)**
Sidney, NY 13838
Our dedicated team is about more than just who we are today. New perspectives. New ideas. Its about creating opportunities for who we can be, for each other and our members. We offer you the training and tools to be both happy and successful in your position. This is a great opportunity for the right candidate to work in a Member-Centric organization that is committed to cultivating employee career growth as well as providing exceptional customer service to our membership.
NOTE: THIS IS A TRAVELING MSR-II POSITION. It is a great opportunity for exposure to all our sfcu. branch locations. Travel will be mandatory as determined by staffing needs.
Work week includes rotating Saturdays
Compensation: $17.34/hour (additional mileage reimbursement offered)
Primary responsibilities:
To provide support and services to members and potential members. To engage with members and analyze the information obtained to identify potential needs and provide the member with products and services the credit union has available.
* Travel between the branches as needed to cover the line and platform.
* Assist members with (to include, but not limited to) opening accounts, doing transactions, and closing accounts, IRAs, HSAs, ESA Certificates and Death Claims. Answer questions about products and services and resolve problems that are within authority to resolve. Refer problems that are beyond authority to supervisor, along with recommended solution.
* Interviews members applying for all types of loans, assists members in the completion of loan applications completely and accurately.
* Prepares loan application and paperwork for submission to the loan underwriter. Processes approved loans, explains policies and procedures to members including repayment, calculation of payments, and services.
* Pulls a credit history and looks for loan opportunities when opening an account.
* Identify cross-sell opportunities and cross-sell services to members.
* Process credit ratings and verification of deposits.
* Receives and processes member financial transactions, including deposits, transfers, withdrawals, wires, loan payments, and sale of money orders and processes share draft orders by phone, mail, and in person.
* Balances cash drawer and daily transactions.
* Performs a variety of miscellaneous tasks including typing, filing, computer input, and answering the telephone.
* Assist in dual control tasks.
* Ensure that appropriate records are maintained and required reports are prepared.
* Acts as liaison between members and departments.
* Sort and deliver incoming and process outgoing mail and shipments from UPS & FedEx.
* Process share draft orders.
* Keep informed of the latest changes in consumer protection laws, current credit union policies and procedures, rate changes, and credit union issues.
* Duties may include balancing ATM, Credit Card transactions, Instant Issue Debit cards, and Debit cards.
* Performs other related duties as assigned.
Knowledge and Skills:
Experience One to 5 years of similar or related experience.
Education A high school education or GED.
Interpersonal Skills:
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills
Prior financial and or Credit Union experience working knowledge of regulations relating to all Credit Union deposit products beneficial.
Able to operate a 10-key calculator, typewriter, and computer keyboard.
Must have good communication skills, written and verbal.
Benefits:
* PTO/sick time
* Comprehensive benefits plan including medical, dental and vision
* Paid holidays
* 401k plan with highly competitive employer contribution
Sidney Federal Credit Union does not discriminate against any employee or applicant for employment on the basis of their race,color,religion,age,sex,national origin,marital status,disability, Veteran status,recently separated Veterans,sexual orientation,genetic information,victims of domestic violence and stalking, and all other categories covered by law.
