Member Service Representative

POSITION PURPOSE
Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing suffixes, renewing term deposits, and assisting members with questions and account problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned side-jobs including various clerical and receptionist functions, and assists other Member Service Representatives with duties as required. Serves members promptly and professionally. Assists members to achieve their financial success, by promoting the products and services that CASE has to offer.

Essential Functions And Basic Duties

• Assumes responsibility for the efficient, effective, and accurate performance of MSR I functions
• Represents the Credit Union in a courteous and professional manner
• Receives deposits, loan payments, late payments, payroll starts, stops, and changes
• Processes cash advances, gift cards, stamps, cashiers' checks, money orders, stop payments, wires, service center transactions
• Disburses cash or check withdrawals
• Processes transfers
• Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly
• Trial balances throughout the day. Balances daily transactions and verifies totals. Investigates and resolves out-of-balance conditions
• Ability to open and close branch locations
• Following all procedures for branch security and safety
• Assumes responsibility for the effective and professional performance of member service functions
• Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Orders checks for members' accounts. Receives payroll deduction and authorization forms
• Answers questions and solves problems for members by listening to problems, collecting data, and reporting results to the inquiring member
• Performs address changes, name changes, suffix type changes as needed
• Keeps members informed of Credit Union services and processes, including types of available accounts, interest and dividend rates, and other related services
• Maintains and projects the Credit Union's professional reputation. Maintains privacy of member account information
• Actively cross-sells Credit Union products and services
• Assumes responsibility for establishing and maintaining effective coordination and working relationships with other departments and with management
• Assists other departments as required
• Keeps supervisors informed of activities and of any significant problems or concerns by following the chain of command
• Completes required reports and records accurately and promptly
• Attends meetings as required
• Assumes responsibility for related duties as required or assigned
• Performs drive-up service, verification of ATM envelopes and night drop functions as assigned
• Ensures that work area is clean, secure, and well maintained
• Performs related clerical duties as required
• Participate in training activities within the department/branches, as well as some training outside the department. Such training helps to ensure staff compliance with Credit Union policies and state and federal regulations and laws

Qualifications
Education/Certification: High school graduate or equivalent.

Required Knowledge: None. Interest in Finance or Accounting field preferred

Experience Required: No experience necessary; Abilities generally acquired on the job in 12 months

Skills/Abilities:

• Good communication skills
• Time management
• Ability to operate related computer applications and other business equipment including fax, copy machine, coin and money counting machines, and telephone

CASE Credit Union was chartered on February 19, 1936, to serve Lansing area teachers and administrators as Lansing Teachers Credit Union. From operating within Lansing High School with 180 members, today, over 85 years later, we serve a membership of over 45,000 members and operate five branches throughout the Greater Lansing area, while controlling over $384 million in assets. We pride ourselves on living our mission of assisting members and employees to achieve financial success through service that is superior, convenient, and easy to use. CASE is a Community Development Credit Union (CDCU). A CDCU is a credit union with a mission of serving low and moderate-income people and communities.

CASE prides itself on having a culture focused on diversity and inclusion, reflected in having received the 2020 Lansing Area Economic Partnership (LEAP) Diversity award. Additionally, at CASE Credit Union, we're committed to hiring the best and brightest. Just as we are dedicated to helping our members achieve success, we are dedicated to helping our employees grow and thrive. That's why we are proud to offer a team-oriented working environment, with competitive salaries and benefits, and countless opportunities for growth and advancement. CASE Credit Union offers affordable medical, dental, and vision and provides disability insurance and life insurance to our employees at no cost to them. We also provide tuition reimbursement for those who desire to continue their education while working with us. Come work with CASE Credit Union and experience exciting career opportunities in the financial industry.

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