Member Service Representative, North Belair Rd, Evans Ga

Job Details

• Job Location:
  
  North Belair Road Branch - Evans, GA 30809
• Position Type:
  Full Time
• Education Level: 2 Year Degree
• Salary Range: $21.23 - $24.98 Hourly
• Job Shift: Day
• Job Category:
  Banking

Pre-employment background checks, including criminal records, credit reports, and drug tests, will be required. Job offers are contingent on successfully completing all pre-employment background screenings.

Under the direction of the Branch Manager, provides excellent member service while creating a positive and engaging member experience to SRP’s field of membership. Maintains and helps lead a highly motivated team that consistently exceeds member expectations by properly matching the full range of Credit Union products and services with an informed understanding of the members’ needs. Provides coaching to team members and leads by example daily.

Promotes a positive image of the Credit Union both inside and outside the workplace.

• Offer Credit Union products and services to current and potential members using a member benefit-based approach.
• Fully comply with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
• Represent the Credit Union in a professional and courteous manner to members and potential members.
• Serve as a primary source of product information for member and staff inquiries.
• Gather necessary information to complete memberships, business memberships, deposits, loan accounts/applications, and maintenance.
• Communicate loan decisions, both approvals and denials, to loan applicants.
• Disburse completed loans to members.
• Provide accurate and complete documentation required for each account and loan in accordance with established policies and procedures.
• Provide Notary Services for members.
• Successfully meet or exceed sales and service goals set by management.
• Assist members with fraud, discrepancies, or any questions pertaining to their accounts.
• Perform teller transactions.
• Exercise assigned approval authority in certain situations, including check acceptance and wire transfers.
• Perform other tasks as assigned by appropriate line supervision.

There are no supervisory responsibilities in this position.

• Associate degree preferred or equivalent combination of education and experience.
• 2+ years of member/customer service experience; 4+ years in financial services.
• 1+ year of sales experience preferred.

• Proficient with Microsoft Word software.
• Skilled with Symitar Episys Core Banking software; experience with Loans PQ or similar financial services software systems preferred.
• Knowledge of Microsoft Office software including Windows, Word, Excel, Outlook Email/Calendar, and Google Chrome/Microsoft Edge.

• Ability to work with a team and/or independently.
• Organized;
  Ability to Multi-Task;
  Self-Motivated.
• Professional Verbal and Written Communication Skills.
• Authentic People Skills (friendly, approachable), Active Listener, Adaptable, Problem-Solving Skills.
• Detail and Goal Oriented.
• Ability to work in a fast-paced environment.

• May be required to stand, use hands, and reach with arms.
• May be required to walk, stoop, kneel, or crouch; occasionally required to sit, climb, or balance.
• Must be able to lift to 25 lbs.
• Requires ability to communicate effectively in person, on the phone, and via digital channels.
• Vision requirements include close, distance, and peripheral vision, as well as depth perception and focus adjustment.