Member Service Representative I

6 days ago

Utica, NY, United States First Source FCU Full time
POSITION SUMMARY

The primary responsibility of this position is to provide an exceptional experience to our membership by promoting the mission, service objective and values of the organization. Seek to identify opportunities to improve our members' financial lives through counseling and education. Promote Credit Union products and services, through member engagement. Maintain a high level of quality standards.

ESSENTIAL JOB FUNCTIONS

  • Processes transactions, including all types of deposits, withdrawals, money orders, traveler's checks, loan payments, mail transactions and cash advances. Verifies cash and endorsements, issues receipts, orders checks, and places stop payments on checks for members.
  • Provides members with service and information in regard to the services offered by the credit union; researches and solves member questions, problems and complaints.
  • Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source.
  • Totals member transactions at the end of the day and completes proving report for departmental reporting; prepares and verifies night drop deposit. Maintains cash drawer with a high degree of accuracy.
  • Assists with all operational duties, audits, and may shadow new MSRs as requested. Some duties may include the daily reconciling of ATM's, CDM's, Negotiables, and Safe Deposit Box access.
  • Maintains general working knowledge of products and services offered by the credit union and answers member questions in an informed, service driven, and courteous manner.
  • Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Identifies and refers possible new business opportunities to FSR's.
  • Meet all individual referral goals assigned.
  • Adhere to the credit union's Universal Behavior Policy.
  • Required to participate in First Source Federal Credit Union events as well as designated Community events.
  • Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy.
  • Required to attend training sessions as appropriate.
  • Required to travel as needed
  • Performs other duties as assigned.
UNIVERSAL BEHAVIORS

Knowledgeable and Experienced
  • I promise to take personal ownership for learning and using that knowledge to provide value to those that I serve by:
    • Looking for answers until I find them.
    • Seeking opportunities to learn from others.
    • Appreciating and respecting others views.
    • Acknowledging mistakes and learning from them.
    • Going out of my way to share my knowledge and experience.


Striving for Operational Consistencies
  • I promise to make it easy for you through consistency, efficiency, and accuracy by:
    • Doing it right the first time, being thorough and accurate.
    • Taking pride and ownership in my work
    • Making and keeping commitments.
    • Continuing to look for better ways to do things and challenging the status quo.


Rewarding Work Environment
  • I promise to show care, compassion, and respect toward everyone I interact with by:
    • Being approachable and accessible to others.
    • Creating a pleasant work environment for each other.
    • Always asking what more I can do.
    • Resolving differences promptly
    • Recognizing the contributions of others.
    • Embracing diversity in the workplace.


Committed to Member Service
  • I promise to deliver exceptional member service by:
    • Interacting with a natural and genuine friendliness.
    • Being courteous and respectful.
    • Creating a welcoming environment.
    • Exceeding your expectations.
    • Sharing the moment and finding common ground.


QUALIFICATIONS, SKILLS AND EXPERIENCE
  • High School or equivalent or prior related experience
  • Good communication skills
  • Attention to detail
  • Computer aptitude
  • Professional appearance and ability to work flexible hours

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