Member Service Representative II Job Decatur area,Georgia USA,Customer Service/HelpDesk

Member Service Representative II

Do you have past work experience as a Member Service Rep, Personal Banker, Financial Service Rep, Universal Teller, or Teller? Then we want to talk to YOU! Seeking experienced candidates with 2+ years of frontline credit union or bank experience working in a branch setting. Open and maintain accounts, process transactions, take loan applications and more! If you have an excellent member service (customer service) attitude, come to work with a smile, and are seeking a career - then apply today!

Hours:

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

Position Status – Full Time non-exempt (Hourly)

Reports To:

Reports to Branch Manager/Operations Manager

Pay information: $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.

We believe great work is to be rewarded with great benefits. Our benefits include, but aren't limited to, 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, and company paid holidays.

Purpose:

The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, "To help our members achieve financial success by providing exceptional products and service."

The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers.

Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time.

Essential Duties and Responsibilities:

Other duties may be assigned.

Adhere to and deliver on Center Parc's core values:

Serve Exceptionally

Commit to Better

Find the Fun

Invest in Integrity

Follow the Numbers

Go Forth and Conquer

Protect with Passion

Provides service to members in a variety of settings including periodically being assigned to work at various CPCU locations due to long term absences, business needs, projects, or business continuity needs.

May serve as a lead teller

Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.

May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.

Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.

Facilitates 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 acknowledgement of important dates (birthdays, anniversaries, etc.).

Completes the opening of new member accounts and assist existing members with changes and updates on their accounts;
Sets up share/loan allocations for accounts.

Engages 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.

Based on member needs, makes referrals to internal partners for product delivery

As required, completes outbound calls, and engages in member retention conversations.

As assigned, receives inbound calls in a call center environment and provides member services in accordance with all guidance, processes, and procedures of the call center.

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.

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,…