Client Services Associate

2 weeks ago


Troy, Illinois, United States 1ST MIDAMERICA CREDIT Full time

Job Title: Member Service Representative at 1st MidAmerica Credit Union

Role Overview: This position is primarily focused on assisting members and prospective members with their Credit Union requirements. Responsibilities include executing financial transactions, elucidating services, initiating new accounts, aiding in loan inquiries, and delivering clerical and administrative assistance to facilitate the processing and finalization of member loans. Furthermore, this role encompasses managing vault operations and safeguarding cash assets.Key Responsibilities:
  • Execute member financial transactions including deposits, withdrawals, and loan repayments
  • Support the account opening and closing processes, address inquiries, and resolve issues
  • Escalate complex issues to management
  • Prepare and submit loan applications for evaluation
  • Coordinate teller and branch operations and promotional activities
  • Oversee vault cash management and maintain precise records
  • Deliver exceptional customer service to all members
Performance Metrics:
  • Provide timely, accurate, and courteous service
  • Ensure precise transaction processing and work balancing
  • Maintain vault security and contents in accordance with policies
  • Enhance knowledge in operational procedures and member service
Qualifications:
  • Experience: One to three years in a similar capacity
  • Education: High school diploma or GED
  • Interpersonal Skills: Proficient in conflict resolution and relationship building
  • Other Skills: Competent in operating office machinery with a keen attention to detail
Note: Flexibility to work at various credit union locations may be required. This job description does not cover all responsibilities associated with the role.

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