Associate Member Services Representative

About the role

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to provide team members with foundational knowledge of SECU branch operations. Associate MSRs perform routine branch duties and follow standard branch procedures. They are responsible for providing exemplary member service by responding to member inquiries by telephone and in person, including functions such as cash box management, account origination and maintenance. Job Environment: Office setting with physical proximity to other employees and members. Some background noise from other employees, printers, telephone and coin machine. Physical Demands: Must be able to comprehend and carry out job demands. Job requires a substantial amount of sitting. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Use hands and fingers to press telephone keypad and lift telephone receiver. Must be able to comprehend phone calls. Must be able to lift 10-15 pounds.

Responsibilities

• Attend Excel and Elevate – New Employee Training (E&E).
• Complete the following 10 Core Modules after E&E and subsequent training sessions: Checking Accounts; Member Eligibility; Money Market Share Accounts; SECU Policies Overview; Share Accounts; Lending Overview; NCUA Coverage; Cooperative Principles; Member Access; We Are SECU!
• Comply with all Credit Union policies and regulatory requirements.
• Ensure all member information remains confidential, and members’ accounts are accessed for business purposes only.
• Follow all security and control procedures.
• Serve members by processing transactions in the appropriate system and balancing a cash drawer in accordance with Performance Measurement Criteria standards.
• Adhere to SECU Check Acceptance Guidelines and Hold procedures.
• Greet and assist members in a courteous, professional, and timely manner through all service channels – in-person, phone, and digital communication.
• Answer phones and assist members with service requests.
• Operate a drive-through