Member Service Representative
2 days ago
The Member Service Representative will play a vital role in delivering exceptional customer service to our members. This individual will be responsible for processing transactions, suggesting new products or services, and resolving member account issues in a friendly and helpful manner.
Key Responsibilities- Initiate and lead conversations to identify and assess member needs.
- Maintain and enhance member account relationships by providing excellent member service.
- Process share deposit payments, loan payments, manual payrolls, and account transfers.
- Disburse cash and check withdrawals.
- Complete member transactions accurately and timely within prescribed limits and guidelines, or seek approval for exceptions.
- Open new membership accounts and assess for accuracy and compliance.
- Research and address member inquiries about credit union services and accounts.
- Perform account maintenance as authorized.
- Promote credit union products and services.
- Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments.
- Achieve individual and branch growth goals.
- Identify solutions in support of member needs.
- Observe all security/internal controls, and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
- Serves as back up to MSR II responsibilities, when needed.
- High School graduate or equivalent.
- One to three years experience in financial institution or other customer service industry preferred.
- Prior cash handling and customer service responsibilities preferred.
- Ability to be trained and efficiently operate credit union systems and proprietary software.
- Ability to work flexible work hours including evenings and weekends.
- May be required to travel to cover other Branches.
Competitive salary, based on experience, plus a generous benefits package that includes health, dental, life insurance, flexible spending plan, retirement plan, paid parental leave, and domestic partners policy.
Self-Help Federal Credit Union is an equal opportunity employer and welcomes applications from diverse candidates.
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