Member Service Representative

Job Description

Job Description Description

Purpose

The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor. This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.

Requirements

Duties and Responsibilities:Member-Centric

Approach

Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.Information

Resource

Provide information to members in person and over the phone regarding credit union services and policies.Member

Centered Engagement

Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.Issue

Resolution

Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.Account

Management

Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.Transaction

Processing

Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.Mail

Transactions

Process member mail transactions with meticulous attention to accuracy.Account

Reconciliation

Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.Office

Administration

Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.Payroll

Deductions and Direct Deposits

Assist members in completing payroll deduction and direct deposit forms correctly.Product

Promotion

Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.Additional

Responsibilities

Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.