Member Service Representative

About the role

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

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.
• Receives and processes loan payments and IRA or HSA contributions.
• Processes Visa payments and cash advances.
• Sells money orders 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.
• May open, close and maintain consumer checking and savings accounts, CDs, IRAs and HSAs.
• Responds to members' basic questions concerning their accounts; refers issues 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 department for specific information and service.
• Updates basic member account information on core system and performs file maintenance.
• Performs other duties as assigned.

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 products and services according to member needs.

Schedule

Standard position hours are Monday through Friday 8:15 AM – 5:00 PM and Saturday 8:45 AM – 12:00 PM (2 Saturdays off per month). When working Saturday morning, this employee will standardly have a half-day off during the same calendar week. Hours may vary based on member center coverage needs.

Benefits

• Health, dental, and vision insurance.
• Paid time off.
• 401(k) match.
• Incentive/bonus program.
• Tuition reimbursement.
• Additional benefits available.

About Us

At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.