Member Service Representative

• Promote credit union products and services to members by telephone or in person
• Counsel new and existing members regarding credit union services and investment opportunities, including current promotions
• Perform teller tasks and process member transactions, inquiries, mail, and authorized account changes
• Assist members with opening new accounts, including Regular Shares, Share Draft, Money Market, Term Accounts, and IRAs
• Provide support to Tellers and Member Service Representatives as needed
• Provide cross-functional support to Call Center, Consumer Lending, Card Services, and Collections departments
• Assist with member inquiries regarding savings rates, loan rates, Master Card accounts, and account inquiries
• Process loan requests and interface with loan officers on behalf of members
• Follow up with members regarding loan decisions
• Provide basic and routine real estate information
• Ensure completeness and accuracy of received documents
• Perform clerical functions, data input, and typing of designated forms
• Provide phone support to members calling the Call Center
• Retrieve and distribute voice messages
• Perform end-of-day branch reconciliation and prepare checks for back-office processing
• Maintain and balance teller drawer daily
• Participate on an ATM balancing team
• Support management in attaining organizational goals and objectives
• Participate in ongoing employee self-development training
• Perform as Teller I, Teller II, or MSR I as needed
• May be responsible for a remote office and developing site, sponsor, and vendor relationships

• High school graduate or equivalent
• Two years experience within a financial institution with demonstrated success in a sales environment
• Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products
• Ability to professionally assist members with all credit union products and services in accordance with all credit union policies and procedures
• Expert knowledge of credit union products and services
• Ability to manage workflow with limited supervision
• Strong organizational and communication skills, with an emphasis on professionalism and delivering a high quality of member service
• Working knowledge of Microsoft Word
• Expert knowledge of the credit union’s core system
• Willingness to undergo thorough background checks, including verification of previous employment, education, credit checks, and pre-employment drug screening
• Availability Monday through Friday, 9:00 am to 5:30 pm, 40 hours

Demonstrates expert knowledge of Teller functions, Member Service Representative (MSR) functions, and credit union products and services while providing high-quality member service. Capable of managing workflow independently and supporting various departments within the credit union.

• Expert Knowledge Of Teller Functions
• Expert Knowledge Of Credit Union Products
• Sales Experience In Financial Institution
• Strong Organizational Skills
• Communication Skills

• Teller Functions
• Member Service Representative Functions
• New Accounts Processing
• Loan Products Knowledge
• Data Input
• Branch Reconciliation
• ATM Balancing
• Loan Request Processing
• Document Accuracy
• Microsoft Word

• Professionalism
• High Quality Member Service

• Credit Union
• Financial Institution
• Member Service
• Sales Environment
• Investment Opportunities

• Credit Union Core System