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Member Service Representative

4 months ago

Warsaw, United States Beacon Credit Union Full time
Role

To provide excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information.

Major Duties and Responsibilities
  • Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin. Receives and processes loan payments and IRA or HSA contributions. Processes Visa payments and cash advances. Sells money orders, gift cards, and cashier's checks to members. Balances cash drawer and daily transactions. Scans checks and teller work daily. May perform vault responsibilities and approve transactions for less experienced MSRs.
  • May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's.
  • Responds to members basic questions concerning their accounts. Refers issues that are beyond their knowledge or authority to the appropriate staff member.
  • Welcomes members and provides routine information concerning products and services. Identifies cross-sell opportunities and cross-sells services to members. Directs members to appropriate department for specific information and service.
  • Updates basic member account information on core system and performs file maintenance.
  • Performs other duties as assigned.

Position Qualifications

One to twelve months prior cashing handling and customer service experience preferred

High School Diploma or HSE

Excellent cash handling and member service skills (outgoing)

Extremely detail oriented

Basic knowledge of personal computer operations and related software programs

Ability to work as a team member

Ability to cross-sell Beacon products and services according to member needs

Standard position hours are Monday through Thursday 8:15-5, Friday 8:15-5 or 6, and Saturday 8:15-12 (1 Saturday off per month). When working Saturday morning, this employee will have a 1/2 day off during the same calendar week. Hours may vary based on member center coverage needs.

Available Benefits Include:

- Health, dental and vision insurance

- Paid time off

- 401(k) match

- Incentive/bonus program

- Tuition reimbursement

- and more