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Member Service Representative

2 months ago

Stratford, Connecticut, United States Mutual Security Credit Union Full time
Member Service Representative

At Mutual Security Credit Union, we're committed to providing exceptional service to our members. As a Member Service Representative, you'll play a vital role in delivering this experience.

Key Responsibilities:
  • Welcome members to the Credit Union and provide routine information concerning services in accordance with Credit Union policies.
  • Direct members to the appropriate department for specific information and service.
  • Provide members in person and by phone with services such as deposits, withdrawals, transfers, and balance information.
  • Proactively educate members on utilizing available access channels (i.e., ATM, WEBLINE, Telephone and Mobile banking).
  • Transform service transactions to sales opportunities according to customer need and refer opportunities to partners (i.e., Mortgage/MFS) where appropriate.
  • Cross-sell all services of the Credit Union which benefit the member.
  • Responsible for reaching sales goal targets as required.
  • Balance vault, ATM, branch and all other end of day work.
  • Open new accounts.
  • Participate in various community functions to help promote the Credit Unions branding and community roots.
  • Accurately maintain all items transacted, and balances to the daily MSR/Teller report and submit to accounting.
  • Answer member inquiries on general information regarding all Credit Union services and assist members in resolving account discrepancies.
  • Process payroll deductions and file maintenance on general accounts.
  • Maintain confidentiality of member accounts.
  • For the purpose of maintaining Credit Union goals, it is the responsibility of each employee to strive for the continuous quality improvement of processes and quality of service to internal and external customers.
  • Abide by all federal, state, and local laws including but not limited to: The Bank Secrecy Act, including the Office of Foreign Assets Control (OFAC) and Financial Crimes Enforcement Network (FinCEN); Uniform Commercial Code (UCC); Federal Reserve Bank; and National Credit Union Administration (NCUA).
Requirements:
  • Requires the equivalent of a four-year high school education.
  • 1+ years sales/productivity experience.
  • Cash Handling Experience.
  • Basic mathematical skills required.
  • Ability to type and use general office machines including computer terminals.
  • Knowledge of MSR/Teller procedures, services for members, and credit union philosophy.

We offer a competitive salary and lucrative benefits package, generous vacation and personal time off, and a variety of company-sponsored events throughout the year. Mutual Security Credit Union is an Equal Opportunity Employer M/F/V/D.