Customer Service Representative

3 weeks ago

Jacksonville, Florida, United States First Florida Credit Union Full time
Member Service Representative

Are you passionate about delivering exceptional customer service and helping others achieve their financial goals? We're seeking a highly motivated and detail-oriented Member Service Representative to join our team at First Florida Credit Union.

The primary function of this position is to assist the Credit Union in achieving its mission to share in the financial success of our members by providing services with fairness and integrity. To achieve this goal, this position must deliver outstanding service to both internal and external members. Assist members and potential members with their Credit Union needs; explain services, set up new deposit and loan accounts, and respond to problems.

Key Responsibilities:
  • Take member loan applications either in person or by phone and prepares them for review by a Loan Officer. Follow up with the Loan Officer to determine status. Process approved loans and sets up date and time to close the loan and make disbursements.
  • Assist members with establishing new accounts and changes to existing accounts either in person or by phone, including but not limited to: new membership shares, checking, money market, certificates, Individual Retirement Accounts, debit cards, address changes, beneficiary changes.
  • Receive and process member financial transactions, including but not limited to: deposits, withdrawals, loan payments, transfers, and cash advances as directed. Sell cashier's checks and Visa gift cards to members.
  • Identify member needs and cross-sell Credit Union services to members.
  • Assist members with routine and complex account related questions either in person or by phone. Resolve problems.
  • Perform quality control of account and loan documents. Prepare documents for delivery to the records department for imaging.
  • Represent the branch as appropriate in its relationships with members, sponsor organizations(s), suppliers, other financial institutions and similar groups.
  • Assist other departments or branches as requested by management.
  • Balance daily transactions with a minimum of errors.
Requirements:

One to three years of similar or related experience. Ability to operate a ten key calculator and computer keyboard with high attention to detail. Must possess a friendly and professional demeanor. High School Diploma or Equivalent

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