Member Service Representative

Location
: 301 W. Jefferson Blvd., Suite 108, Fort Wayne, IN 46802, United States

Employee Type
:
Full Time Nonexempt

This position proactively discovers and meets the financial needs of members through recommending solutions to meet those needs. The position services member accounts (depository and lending) as well as opening depository accounts, loan origination, and providing education for our members about Credit Union products and services. It ensures members receive excellent service at all times, following the Credit Union’s member service model.

Due to the high trust involved with dealing with members’ financial security, work is performed accurately and in a manner consistent with the Credit Union’s mission. This position actively contributes to the achievement of the branch sales and service goals, and must consistently demonstrate the core values of Notre Dame FCU in a positive manner. Other duties may be assigned.

• Actively profile new and current members and cross‑sell appropriate products and services to meet members’ needs.
• Respond to member inquiries regarding the operation of depository and loan accounts, access to services, adding or reducing service features on various accounts, and assisting members to make the most effective use of service offerings.
• Process a variety of transactions for members, including loan applications and documents, closing loans, answering questions, and researching the best option for members.
• Actively seek and make lending, investment, business, and mortgage referrals.
• Proactively obtain new memberships by servicing walk‑in members, conducting outbound calls and scheduling pre‑set appointments for lead‑generating purposes.
• Open new memberships and service existing memberships and accounts.
• Meet established sales, balancing and member service goals.
• Uphold activities to successfully onboard new members and ensure timely strategic follow‑up and communication.
• Operate computer to accurately post transactions, open, close and service accounts, process loan requests, access account information, and update member account information.
• Be knowledgeable of branch opening and closing procedures and able to perform these duties as necessary.
• Accept deposits, perform withdrawals and transfers, cash checks, and make loan payments; sell Travelers checks, cashier’s checks, gift card and other products sold at the teller line; perform Visa and Master Card cash advances as well as Line of Credit and Equity loan advances; assist in opening, verifying, and posting mail, ATM, and night drop deposits and/or payments; accept current and prior year IRA deposits;
  
  place check holds and file Currency Transaction Reports; balance daily cash drawer, checks, traveler checks; approve checks within check‑authority limits; verify cash shipments; maintain control inventory of travelers checks, gift cards, ATM cards, cashier’s checks; maintain balances and fill ATM machines; assist with monthly branch audit checklist and other reports and audits; promote a favorable image and goodwill for the Credit Union in the community.

To perform this job successfully, the Member Service Representative must fully understand Credit Union products and services and be able to assist members in using these products and services. The representative must possess a cooperative and positive attitude toward members and Credit Union staff and consistently uphold the Credit Union’s Service Expectation Model.

• High School diploma or GED.
• One to three years of related experience and ability to function independently.
• Associates or Bachelor’s Degree preferred.
• Notary Public (current registration or establishment).
• NMLS Registration (preferred, may be required depending on location).

Individuals must read and comprehend simple instructions, short correspondence, and memos. They must be able to read, analyze, and interpret general business correspondence, technical procedures, and governmental regulations. They must write error‑free correspondence and effectively present information in one‑on‑one and/or small group…