Member Service Representative II

About the role

The Member Service Representative II (MSRII) position is open to candidates with 2+ years of frontline credit union or bank experience working in a branch setting. The ideal candidate will have past work experience as a Member Service Rep, Personal Banker, Financial Service Rep, Universal Teller, or Teller.

Responsibilities

• Adhere to and deliver on Center Parc’s core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, and Go Forth and Conquer.
• Engage in needs-based dialogue with members to fully understand the member's financial needs.
• Recommends and positions credit union products and services that meet the member’s needs.
• Facilitate the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can't be resolved by yourself.
• Completes member relationship-building assignments, such as follow-up calls, pre-determined member contact intervals, incentive announcements, and acknowledgment of important dates (birthdays, anniversaries, etc.).
• Completes the opening of new member accounts and assist existing members with changes and updates on their accounts.
• Engages in outbound calls, and engages in member retention conversations.
• Maintains up-to-date knowledge of all retail and account opening procedures.
• Follows all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.
• Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgment of important dates (birthdays, anniversaries, etc.).
• Maintains up to date product knowledge; has a full understanding of the features and benefits of the products and services offered by the credit union.
• May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member’s goals or segmentation.
• As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.
• Complies with all aspects of BSA/AML and OFAC regulations as they relate to this position.

Qualifications

• Requires a level of knowledge normally gained with a high school diploma or equivalent.
• 2 years transactional work experience in banking, financial services, or a credit union.
• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software.

Benefits

• Medical coverage with generous company contributions.
• Dental with employee only coverage paid by the company.
• Vision with employee only coverage paid by the company.
• Paid Time-Off.
• 401k plan with a defined company match.
• Company paid long-term disability.
• Short term disability.
• Company paid holidays.

Pay

$18.98 - $23.73 per hour. The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position. The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector.

Schedule

Monday - Friday, 8:30 - 6:00 with an hour for lunch.