Member Service Representative

Role

To provide excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information.

• Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin, loan payments, IRA or HSA contributions, Visa payments, and cash advances. Sells money orders and cashier's checks to members.
• Balances cash drawer and daily transactions. Scans checks and teller work daily. May perform vault responsibilities and approve transactions for less experienced MSRs.
• May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's.
• Responds to members' basic questions concerning their accounts and refers issues beyond their knowledge or authority to the appropriate staff member.
• Welcomes members and provides routine information concerning products and services. Identifies cross‑sell opportunities and cross‑sells services to members. Directs members to the appropriate department for specific information and service.
• Updates basic member account information on core system and performs file maintenance.
• Performs other duties as assigned.

• One to twelve months of prior cash handling and customer service experience preferred.
• High School Diploma or HSE.
• Excellent cash handling and member service skills (outgoing!).
• Extremely detail oriented.
• Basic knowledge of personal computer operations and related software programs.
• Ability to work as a team member.
• Ability to cross‑sell Beacon products and services according to member needs.

Standard position hours are Monday through Friday 8:15‑5 and Saturday 8:45‑12 (1 Saturday off per month). When working Saturday morning, this employee will standardly have a 1/2 day off during the same calendar week. Hours may vary based on member center coverage needs.

• Health, dental and vision insurance
• Paid time off
• 401(k) match
• Incentive/bonus program
• Tuition reimbursement
• and more!