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Member Service Representative

2 months ago

Huntington, Indiana, United States Beacon Credit Union Full time
Role

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

Key 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, 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.
Additional Duties
  • May open, close, and maintain consumer checking and savings accounts, CDs, IRAs, and HSAs.
  • 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 departments for specific information and service.
  • Updates basic member account information on core systems and performs file maintenance.
Requirements
  • One to twelve months prior cash handling and customer service experience preferred.
  • High School Diploma or HSE.
  • Excellent cash handling and member service skills.
  • 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.