Member Services Representative II

Found in: Resume Library US A2 - 2 weeks ago

Rockledge Florida, United States Launch Credit Union Full time
Position Summary:
The Member Services Representative II (MSR II) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. MSR IIs interact with members face-to-face in a fast-paced environment and are responsible for meeting their initial requests. The MSR II’s must be proactive in referring Launch Credit Union products/services to every member to enhance their financial wellbeing. The incumbent also assists members with opening consumer depository (savings, checking, IRAs, etc.) and business accounts, issuing debit cards and replacement credit cards, wire transfers, disputes, and fraud, etc. MSR Ils are also responsible for following all safety and compliance procedures to protect the assets of Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns.

Primary Responsibilities:
1. Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash etc.).
2. Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg. CC. Reviews alerts placed on member records and responds accordingly.
3. Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures.
4. Verifies the member’s identity and communicates with members according to service standards.
5. Identifies member needs and recommends appropriate products/services using credit reports and member information. Refers them to appropriate branch representatives and/or business partner if applicable.
6. Meets production goals.
7. Resolves member issues promptly and professionally.
8. Maintains the highest level of confidentiality with all information obtained.
9. Monitors the member-tracking system and assists members in a timely manner.
10. Contacts Member Solutions regarding member payments when applicable.
11. Follows and ensures compliance with all operational procedures that are required to maintain
accuracy, manage risk, prevent fraud, and protect members.
12. Issues replacement debit and credit cards.
13. Completes the End of Day balance sheet.
14. Assists members with various services, including opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, updates to existing accounts, safe deposit boxes, issues debit cards and replacement credit cards, disputes/fraud, stop payment orders, wire transfers, etc.
15. Ensures members meet credit union membership eligibility requirements.
16. Assists members with credit union Digital Services products and services including troubleshooting issues.
17. Ensures documents are completed accurately and saved to Launch Credit Union’s document retention system.
18. Places outbound calls and emails regularly to members to follow-up on services provided, recommendations, new product launches, and improve/deepen relationships with members
19. Follows and ensures compliance with all operational procedures that are required to maintain accuracy, manage risk, prevent fraud, and protect members.

Other Responsibilities:
1. Assists other MSR I and II’s as needed.
2. Sorts the daily work for the branch.
3. Checks email for updates.
4. Processes and balances the ATM and posts night drop transactions.
5. Prepares coin bags to ship to Brinks.
6. May assist members with their Safe Deposit Boxes.
7. Follows all Launch Credit Union policies and procedures.
8. Completes compliance training assignments in a timely manner.
9. Attends meetings and training sessions as required.
10. Performs other duties as assigned.

Supervisory Responsibilities:
None.

Education, Experience, and Skills Required:
1. A minimum of two years of similar or related experience.
2. A minimum of one year of experience in identifying member/customer needs and offering technical
and sophisticated products and/or services to meet those needs.
3. A minimum of one year of experience working in a production driven environment subject to individual performance, referral and/or production goals.
4. A high school diploma or GED.
5. Ability and willingness to identify member needs and make appropriate product/service recommendations to meet those needs.
6. Strong interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
7. Very strong written and verbal communication skills.
8. Demonstrated ability to build rapport and establish trust and confidence with members/customers.
9. Strong mathematical skills and accurate cash handling skills.
10. Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems.
11. Must be knowledgeable or have a demonstrated ability to quickly learn the credit union products, services, policies, and procedures, including digital services.
12. Demonstrated ability to learn and understand how to read a credit report.
13. Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e., Reg D, CC, BSA, TISA, etc.).
14. Detail oriented, organized, ability to work under pressure in a fast-paced environment, and able to adapt to change.
15. Good judgment, decision making, and problem-solving skills.

  • Member Services Representative II

    1 week ago

    Rockledge, United States Launch Credit Union Full time

    Member Services Representative II (Rockledge) ID 2024-1197 Category Branch Operations Position Type Regular Full-Time Remote Status Not Remote Location US-FL-Rockledge Position Summary The Member Services Representative II (MSR II) is responsible for providing exceptional service to...

  • Member Services Representative I

    Found in: Resume Library US A2 - 2 weeks ago

    Titusville, Florida, United States Launch Credit Union Full time

    Position Summary: The Member Services Representative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. MSR I’s interact with members face-to-face in a fast-paced environment and...

  • Revenue Cycle Specialist II

    1 week ago

    Rockledge, United States Health First Full time

    *POSITION SUMMARY:* * * The Revenue Cycle Specialist II will be responsible for the review, minor analysis, trending and follow up of Third Party Claims Reimbursements to include the identification, billing and collection of payments. The Revenue Cycle Specialist II will actively engage with other departments to ensure timely resolution of all outstanding...

  • End User Services Technician II

    Found in: Resume Library US A2 - 2 weeks ago

    Niceville, Florida, United States General Dynamics Ordnance & Tactical Systems Full time

    Overview: Under direct supervision, the End User Services Specialist II will perform IT support activities to address low to medium complexity IT issues (Tier 2) for the Enterprise Service Desk or a specific GD-OTS operating location under the supervision of the Enterprise Service Desk Supervisor/Manager or an End User Services Location/Strategic Business...

  • Support, Service Desk II

    Found in: Resume Library US A2 - 1 week ago

    Clearwater, Florida, United States CCS Full time

    Overview: Are you looking for a purposeful career that will make a difference in the patient community? At CCS, our approach to at-home patient care is redefining chronic care management. We are seeking individuals that will thrive in a patient-centric dynamic environment. If you are an attentive listener, fast-thinker, and problem-solver, with the ability...

  • Counselor II

    Found in: Resume Library US A2 - 3 days ago

    Palatka, Florida, United States Childrens Home Society of Florida Full time

    Overview:     HOURLY RATE OF $19.23 Since opening our doors in 1902, CHS became a part of Florida's history.    CHS has been committed to growing and evolving to provide the right services and solutions to address the needs of children and families throughout the changing times.  Every day, our team works with parents and kids to empower them and...

  • Counselor II

    Found in: Resume Library US A2 - 2 weeks ago

    Palatka, Florida, United States Childrens Home Society of Florida Full time

    Overview:     Since opening our doors in 1902, CHS became a part of Florida's history.    CHS has been committed to growing and evolving to provide the right services and solutions to address the needs of children and families throughout the changing times.  Every day, our team works with parents and kids to empower them and encourage them. With...

  • Workers' Compensation Paralegal II

    Found in: Resume Library US A2 - 1 week ago

    Boca Raton, Florida, United States AmTrust Financial Services, Inc. Full time

    Overview: AmTrust Financial Services, Inc., a growing commercial insurance holding company, has an immediate need for an in-house paralegal to work in our litigation department’s Boca Raton office as an Paralegal II. Responsibilities: Research and analyze law sources such as statutes, recorded judicial decisions and legal articles to better understand how...

  • Guest Services Representative

    Found in: Resume Library US A2 - 2 weeks ago

    Orlando, Florida, United States Orlando Health Full time

    Position Summary: Provides directions to guests/team members within the hospital system, and the Orlando area. Responsibilities: Essential Functions Escorts guests to their in-hospital destinations as needed. Maintains current knowledge of hospital personnel, departments and their locations in order to refer guests to the appropriate department or...

  • Lab Client Services Representative

    Found in: Resume Library US A2 - 1 week ago

    Tampa, Florida, United States Unified Women's Healthcare Full time

    Overview: Florida Woman Care, the largest OB/GYN practice in the state of Florida has built a state of the art CAP accredited lab in the Tampa area with specialists in GYN Pathology to produce the highest quality of diagnosis of laboratory specimens.  We currently have over 250 medical offices and over 600 OBGYN Providers throughout the state of Florida. ...

  • Senior Sales

    Found in: Resume Library US A2 - 2 days ago

    Jupiter, Florida, United States First Citizens Bank Full time

    Overview: Are you a people person?  Be a First Citizens person! Join our Jupiter branch team and make a difference.   As a full-time Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. The successful candidate will demonstrate: Influence: Capable of building rapport with different...

  • Workers Compensation Claims Adjuster II

    Found in: Resume Library US A2 - 1 week ago

    Maitland, Florida, United States AmTrust Financial Services, Inc. Full time

    Overview: The Workers' Compensation Adjuster II is responsible for prompt and efficient investigation, evaluation and settlement or declination of insurance claims through effective research, negotiation and interaction with insureds, claimants and medical providers. The Adjuster II is often, though not always, assigned to larger or more complex claims than...

  • Internal Medicine

    Found in: Careerbuilder One Red US C2 - 4 days ago

    Rockledge, Florida, Rockledge, Florida, United States Integrity Healthcare Full time

    Internal Medicine physician job in Florida : - Opportunity to make $250,000 with bonus - Located just south of Cocoa Beach -BC/ Internal Medicine or Family Medicine or Geriatric Medicine -Our Physicians are able to better serve their patients through smaller panel sizes, fewer patient visits per day, and a focus on outpatient medicine with state-of-the-art...

  • Case Manager II

    Found in: Resume Library US A2 - 2 hours ago

    Pensacola, Florida, United States Childrens Home Society of Florida Full time

    Overview:     Since opening our doors in 1902, CHS became a part of Florida's history.    CHS has been committed to growing and evolving to provide the right services and solutions to address the needs of children and families throughout the changing times.  Every day, our team works with parents and kids to empower them and encourage them. With...

  • Patient Accounting Spec II

    Found in: Resume Library US A2 - 2 weeks ago

    Orlando, Florida, United States Orlando Health Full time

    Position Summary: The Patient Accounts Specialist II is responsible for promoting accurate reimbursement for the organization by ensuring timely and accurate billing and collection of accounts. This individual identifies and analyzes payment variances to enact and effectively communicate corrective measures that resolve payer errors. Responsibilities: •...

  • Parts Sales and Service Representative

    Found in: Resume Library US A2 - 1 week ago

    Nokomis, Florida, United States 1 Resource Group Full time

    Our client is seeking a Parts Sales and Service Representative with heavy equipment/ power generator parts sales experience to join their team to cover the Nokomis, FL territory. This dynamic role involves working directly with their valued clients and ensuring high-quality customer service is delivered at all times. The successful candidate will have...

  • Actuarial Analyst II

    Found in: beBee S US - 2 weeks ago

    Rockledge, United States Health First Full time

    Job DescriptionJob DescriptionTo be fully engaged in providing Quality/No Harm, Customer Experience, and Stewardship by providing statistical data analysis/support and construct probability tables to forecast risk and liability. Support product rate filings, reserve calculations, group underwriting and experience reporting, to make price decisions. Support...

  • Actuarial Analyst II

    Found in: beBee jobs US - 2 weeks ago

    Rockledge, Florida, United States Health First Full time

    Job DescriptionJob DescriptionTo be fully engaged in providing Quality/No Harm, Customer Experience, and Stewardship by providing statistical data analysis/support and construct probability tables to forecast risk and liability. Support product rate filings, reserve calculations, group underwriting and experience reporting, to make price decisions. Support...

  • Senior Sales

    Found in: Resume Library US A2 - 6 days ago

    Jupiter, Florida, United States First Citizens Bank Full time

    Overview: Are you a people person?  Be a First Citizens person. Join our branch team and make a difference.   As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible...

  • Sales & Service Representative (Bank Teller/Universal Banker)

    Found in: Resume Library US A2 - 1 week ago

    Largo, Florida, United States First Citizens Bank Full time

    Overview: Are you a people person? Be a First Citizens person! Join our Belleair branch team and make a difference.   This full-time Sales and Service Representative role will be located at 101 N. Indian Rocks Road in Belleair Bluffs, Florida. The successful candidate will demonstrate: Communication Skills - Interpersonal: Comfortable and confident...