Senior Member Service Representative

4 weeks ago

Lansing, United States CASE Credit Union Full time
POSITION PURPOSE

Responsible for assisting with the direction and administration of Branch operations. Ensures that established procedures are followed. Monitors the provision of a full range of services to members and prospective members. Ensures that members are promptly and professionally served. Act in leadership capacity in the absence of management. Trains Branch staff. Performs various Branch functions as required.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
  1. Assumes responsibility the effective and professional completion of Branch functions.
    1. Ensures that operations are conducted in accordance with established Credit Union guidelines, legal and regulatory requirements, and audit standards. Provides suggestions for improved effectiveness.
    1. Ensures branch security. Tests security equipment as assigned.
    1. Assists with Member Service Representative functions. Performs duties related to loan processing, certificates of deposit, business accounts, and IRAs. Receives direct deposit requests and safe deposit boxes. Assists in opening new member accounts and with loan closing and disbursements.
    1. Provides detailed information to members on Credit Union policies, procedures, and programs.
    1. Provides detailed information to members on accounts, payments, interest rates, blue book estimates, loan options, and savings programs.
    1. Performs account maintenance functions and automatic transfers for loan payments.
    1. Answers questions and solves problems for members by listening to problems, collecting data, and reporting results to the inquiring member.
    1. Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Orders checks for members' accounts.
    1. Performs address changes, name changes, suffix type changes as needed.
    1. Keeps members informed of Credit Union services and policies, including types of available accounts, interest and dividend rates, and other related services.
    1. Promotes Branch business development and seeks to broaden member base.
    1. Actively cross-sells Credit Union products and services.
    1. Completes required reports and records and ensures that Branch functions are properly documented.
    1. Acts as a Loan Officer, processing and approving member loans within established policies and limits (for residential mortgage loans, employee will be required to obtain a unique identifier via the National Mortgage Licensing System and Registry which includes being fingerprinted and undergoing a criminal background check).
    • Assists with implementing changes and/or developing policy and procedures within the Branch.
    1. Ability to complete research requests.
    1. Ability to navigate and reset bad pin attempts.
    1. Maintains and projects the Credit Union's professional reputation. Maintains privacy of account information.
  1. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
    1. Provides assistance, direction, and leadership as needed, including guidance for Member Service Representatives.
    1. Reviews and monitors the work of the branch. Provides suggestions and support as necessary.
    1. Assist with orientation of new employees and staff training sessions.
    1. Keeps supervisor informed of area activities and significant problems.
    1. Attends and participates in meetings as required.
    1. Assist with day-to-day operations.
    1. Continually seeks ways to improve communication and productivity, and to meet established goals.
    1. Ensures department goals support Credit Union-wide goals and objectives.
  1. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
    1. Ensures that members' requests and questions are promptly and courteously resolved. Answers members' questions or refers appropriately.
    1. Ensures the members are informed of Credit Union services, products, and processes.
    1. Ensures that the Credit Union's professional reputation is maintained.
  1. Assumes responsibility for related duties as required or assigned.
    1. Assists with staff functions as assigned.
    1. Ensures that work area is clean, secure, and well maintained.
    1. Assist other departments as necessary.
    1. Performs related clerical duties as needed.
    1. Assists in verifying accounts, copying checks, and mailing correspondence.


PERFORMANCE MEASUREMENTS
  1. Accurate and complete information about credit union products and services is provided to members.
  1. The Credit Union's professional reputation is conveyed and maintained.
  1. Good business relations exist with members and their questions and problems promptly resolved.
  1. Good working relations exist with all departments. Assistance is provided as needed.
  1. Management is appropriately informed of area activities and of any issues or concerns.
  1. Branch services are efficiently and effectively delivered in accordance with established Credit union policies and standards.


QUALIFICATIONS

Education/Certification:Associate degree or working towards degree. Work experience will be taken into consideration.

knowledge:Thorough knowledge of financial institution products, services, and policies.
Proficient in MSR I and MSR II duties.
Ability to understand member needs and offer products that align with needs.

EXPERIENCE Preferred: Three years of related branch operations experience preferred.
Strong knowledge of lending products and regulations.

skills/abilities:Strong interpersonal, leadership and communication skills
Well organized.
Able to operate related computer applications and basic business equipment.
Mentoring and managing staff.

CASE Credit Union was chartered on February 19, 1936, to serve Lansing area teachers and administrators as Lansing Teachers Credit Union. From operating within Lansing High School with 180 members, today, over 85 years later, we serve a membership of over 45,000 members and operate five branches throughout the Greater Lansing area, while controlling over $384 million in assets. We pride ourselves on living our mission of assisting members and employees to achieve financial success through service that is superior, convenient, and easy to use. CASE is a Community Development Credit Union (CDCU). A CDCU is a credit union with a mission of serving low and moderate-income people and communities.

CASE prides itself on having a culture focused on diversity and inclusion, reflected in having received the 2020 Lansing Area Economic Partnership (LEAP) Diversity award. Additionally, at CASE Credit Union, we're committed to hiring the best and brightest. Just as we are dedicated to helping our members achieve success, we are dedicated to helping our employees grow and thrive. That's why we are proud to offer a team-oriented working environment, with competitive salaries and benefits, and countless opportunities for growth and advancement. CASE Credit Union offers affordable medical, dental, and vision and provides disability insurance and life insurance to our employees at no cost to them. We also provide tuition reimbursement for those who desire to continue their education while working with us. Come work with CASE Credit Union and experience exciting career opportunities in the financial industry.

  • Member Service Representative

    7 days ago

    Lansing, United States This Way LLC Full time

    Our partner, a financial institution in Lansing, MI, is seeking a Member Service Representative who is passionate about providing exceptional customer service and building genuine connections with members. This role involves handling various financial transactions, assisting members with inquiries, and promoting Credit Union services. Responsibilities: ...

  • Member Service Representative

    1 month ago

    Lansing, United States ThisWay Full time

    Job DescriptionJob DescriptionOur partner, a financial institution in Lansing, MI, is seeking a Member Service Representative who is passionate about providing exceptional customer service and building genuine connections with members. This role involves handling various financial transactions, assisting members with inquiries, and promoting Credit Union...

  • Member Service Representative

    7 hours ago

    Lansing, United States CASE Credit Union Full time

    (Please complete application in its entirety)    Want to work somewhere where you make a difference?   CASE Credit Union is looking for individuals who are passionate about making a positive impact in their community. Our Member Service Representatives provide world-class customer service by building genuine and authentic connections with each member, for...

  • Member Service Representative

    2 weeks ago

    Lansing, United States CASE Credit Union Full time

    (Please complete application in its entirety) Want to work somewhere where you make a difference? CASE Credit Union is looking for individuals who are passionate about making a positive impact in their community. Our Member Service Representatives provide world-class customer service by building genuine and authentic connections with each member, for a day...

  • Member Service Representative

    4 weeks ago

    Lansing, Michigan, United States ThisWay Full time

    Our partner, a financial institution in Lansing, MI, is seeking a Member Service Representative who is passionate about providing exceptional customer service and building genuine connections with members. This role involves handling various financial transactions, assisting members with inquiries, and promoting Credit Union...

  • Member Service Representative

    4 weeks ago

    Lansing, United States CASE Credit Union Full time

    POSITION PURPOSE Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services...

  • Senior Digital Property Claims Representative

    3 weeks ago

    Lansing, United States Michigan Farm Bureau Full time

    OBJECTIVE: Senior Digital Property Claims Representative Objective To help our insureds recover after a property loss of varied size and complexity. To deliver an exceptional customer and agent experience to aid in the retention of business while consistently adhering to established claims handling guidelines and best practices. To effectively investigate,...

  • Hardscape Crew Member

    2 days ago

    Lansing, United States Kanazeh Lawn Service Full time

    Job DescriptionJob DescriptionCompany Description: Join Kanazeh Lawn Service, where we've been crafting beautiful outdoor spaces in Lansing for since 2012. Our top-notch property maintenance solutions guarantee year-round excellence. From routine care to complex projects, our dedicated team handles it all with creativity and customer satisfaction in...

  • Mowing Crew Member

    2 days ago

    Lansing, United States Kanazeh Lawn Service Full time

    Job DescriptionJob DescriptionCompany Description: Join Kanazeh Lawn Service, where we've been crafting beautiful outdoor spaces in Lansing for since 2012. Our top-notch property maintenance solutions guarantee year-round excellence. From routine care to complex projects, our dedicated team handles it all with creativity and customer satisfaction in...

  • Agency Customer Service Representative/Trainer

    2 days ago

    Lansing, United States Michigan Farm Bureau Full time

    OBJECTIVE: Agency Customer Service Representative/Trainer Objective To lead the Field Force for success by providing comprehensive customer service in preparing information for independent contractor insurance agents to quote, sell, and service clients. To provide excellent customer service in a prompt and professional manner. To provide operator service...

  • Customer Service Representative

    1 day ago

    Lansing, United States Culligantotalwater Full time

    * 02-Mar-2022 to 01-May-2022 (CST) * Lansing, MI, USA * 15-23 * Hourly * Full Time *Full benefit: Health, dental, visioin, 401k, ESOP, PTO, etc.* Customer Service Representative Our Lansing, MI dealership is looking to immediately hire a Customer Service Representative to perform customer service functions and assist our accounting department....

  • Patient Service Representative

    2 days ago

    Lansing, United States ZOLL LifeVest Full time

    Job DescriptionJob DescriptionPosition Title: Patient Service Representative (PSR)Remote independent contract worker positionCompetitive fee for serviceFlexibility – work around your scheduleLifesaving medical technologyThe Cardiac Management Solutions division of ZOLL Medical Corporation develops products to protect and manage cardiac patients, including...

  • Guest Service Representative

    4 weeks ago

    East Lansing, United States Nothing Bundt Cakes Full time

    The Nothing Bundt Cakes (NbC) Guest Service Representative creates a warm, welcoming environment for our guests, offers creative solutions for unique celebratory occasions and sells our delicious cakes. The Guest Service Representative is the first point of brand contact in our bakery and serves in an essential role to engage and bring joy to our guests,...

  • Customer Service Representative

    1 day ago

    Lansing, United States National Seating & Mobility Full time

    ** Customer Service Representative** **Job Category****:** Branch Administration **Requisition Number****:** CUSTO002681 Showing 1 location **Job Details** **Description** **Company Description:** At all levels, working at National Seating & Mobility provides the opportunity to directly impact our clients lives by giving them self-reliance and independence....

  • Community Relations Director

    2 weeks ago

    Lansing, United States American House Senior Living Full time

    : Community Relations Director Position Summary Under the general direction from the Regional Sales Director, with support from the Executive Director, the Community Relations Director assumes the overall responsibility for Sales and Marketing of their community. As an advocate for potential residents, the Community Relations Director shares information...

  • Community Relations Director

    2 days ago

    Lansing, United States American House Senior Living Full time

    : Sales Director Position Summary Under the general direction from the Regional Sales Director, with support from the Executive Director, the Community Relations Director assumes the overall responsibility for Sales and Marketing of their community. As an advocate for potential residents, the Community Relations Director shares information about the...

  • Community Relations Director

    1 day ago

    Lansing, United States American House Senior Living Full time

    : Community Relations Director Position Summary Under the general direction from the Regional Sales Director, with support from the Executive Director, the Community Relations Director assumes the overall responsibility for Sales and Marketing of their community. As an advocate for potential residents, the Community Relations Director shares information...

  • Field Service Representative

    2 weeks ago

    Lansing, Michigan, United States Veolia Water Technologies & Solutions Full time

    Company DescriptionAround the globe, we help cities and industries manage, optimize and make the most of their resources. We provide an array of solutions related to water, energy and materials to promote a cleaner more sustainable world for all of us.The collective expertise and passion of our people, combined with a broad portfolio of over 10,000...

  • Field Service Representative

    7 days ago

    Lansing, United States Veolia WTS Full time

    Job DescriptionJob DescriptionCompany DescriptionAround the globe, we help cities and industries manage, optimize and make the most of their resources. We provide an array of solutions related to water, energy and materials to promote a cleaner more sustainable world for all of us.The collective expertise and passion of our people, combined with a broad...

  • Customer Service Representative I

    2 days ago

    Lansing, United States Integrity Staffing Solutions Full time $21

    Customer Service Rep I (In-office position)Lansing, MIDirect Placement positionPay: $21/hrAbout the Position:Our client is a nonprofit corporation health insurance company doing business in the state of Michigan. Its mission is driven by a purpose to provide people with the security of knowing they have health care when they need it. They are accomplishing...