Member Service Representative I or II- On Site

About the role

Under limited supervision, you will promote credit union products and services to members either on the telephone or in person. You will provide counsel to new and existing members regarding various credit union services and investment opportunities, with an emphasis on current promotions. You will perform assigned teller tasks, assist with opening new accounts, and provide cross-functional support to other departments as needed to ensure a seamless member experience.

Responsibilities

• Promote credit union products and services to members.
• Assist with daily member inquiries, including savings rates, loan rates, MasterCard accounts, and account inquiries.
• Help members with all credit union products and services, including share accounts, loan products, term accounts, and IRAs.
• Answer basic and non-routine member inquiries regarding credit union policies and procedures.
• Resolve both basic and non-routine member inquiries related to transaction errors.
• Process loan requests in a timely manner to meet organizational objectives.
• Provide phone support to members calling the Call Center.
• Review and verify the releasing of all regional secured titles to appropriate parties.
• Interface with loan officers on behalf of members and follow up on loan decisions.
• Provide basic and routine real estate information.
• Ensure the completeness and accuracy of all documents received.
• Perform clerical functions including data input and typing of designated forms.
• Review and process incoming mail.
• Support management in attaining organizational goals and objectives.
• Participate in ongoing Employee Self Development training sessions.
• Provide support in various areas as needed.
• Retrieve voice messages from the credit union telephone system and distribute as appropriate.
• Perform end-of-day branch reconciliation of accounting center, prepare checks received for back office processing, checks disbursed, and check signer daily.
• Maintain and balance teller drawer daily in accordance with all credit union policies and procedures.
• Participate on an ATM balancing team.
• Perform duties as Teller I, Teller II, or MSR I as needed.
• May be responsible for a remote office and developing site, sponsor, and vendor relationships in remote offices.

Requirements

• High school graduate or equivalent.
• Two years of experience within a financial institution with demonstrated success in a sales environment.
• Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products.
• Ability to professionally assist members with all credit union products and services in accordance with all credit union policies and procedures.
• Expert knowledge of credit union products and services.
• Ability to manage workflow with limited supervision.
• Strong organizational and communication skills, with an emphasis on professionalism and delivering high-quality member service.
• Working knowledge of Microsoft Word and expert knowledge of the credit union’s core system.

Benefits

• Medical, dental, and vision insurance.
• Disability and life insurance.
• 401(k)-profit sharing plan with employer matching.

Pay

Compensation is commensurate with experience and may fall under the following pay ranges:

• MSR I: $23.07/hr to $25.00/hr
• MSR II: $25.87/hr to $27.00/hr

Note: Salary information is a general guideline only. Factors such as scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations are taken into account when extending an offer.