Bilingual Member Service Representative

GreenState Credit Union•Addison, IL
•$19 - $23

About The Position

The Member Service Representative (MSR) provides quality, responsive, and professional service to GreenState Credit Union members and staff through daily transactions and inquiries. As a frontline representative of the credit union, the MSR answers questions about transactions, products, and services and helps members identify financial needs and appropriate solutions. The role requires accuracy, integrity, teamwork, confidentiality, and a commitment to continually improving service. The MSR performs a range of teller and account-service duties, including processing member transactions, handling cash and negotiable instruments, maintaining account and transaction records, balancing a drawer, managing vault funds and cash equipment, and supporting branch opening, closing, and security procedures. The position also makes outbound service calls, resolves or escalates account issues, educates members and staff about products and services, and refers members to specialized departments as appropriate. The role contributes to community engagement through participation in community service organizations and credit-union-sponsored events. The position works Monday through Friday from 8:00 a.m. to 5:30 p.m. and Saturday from 9:00 a.m. to 12:30 p.m. The hourly pay range is $19.47–$22.76, with a monthly incentive opportunity and a progressive benefits package. GreenState offers a Bilingual Pay Program for qualifying applicants.

Requirements

  • Interpersonal skills to represent the Credit Union positively.
  • High energy and ability to approach individuals, engage in conversation, build rapport, and maintain member loyalty.
  • Thorough knowledge of deposit products and regulations.
  • Accuracy in cash handling and recording daily transactions, with strong attention to detail.
  • Good telephone manners and techniques.
  • Ability to work with minimal direction and exercise sound judgment.
  • Member account problem-solving skills.
  • Proficiency with related computer applications, spreadsheets, word processing, and database applications.
  • Ability to develop and maintain effective working relationships as part of a cohesive team.
  • High school diploma or equivalent, such as a GED.
  • Must be bondable.

Nice To Haves

  • Cash handling, sales, and customer service experience.

Responsibilities

  • Follow Credit Union Service Standards in carrying out GreenState's mission and vision.
  • Provide positive service to internal and external members, greeting members and guests promptly, acknowledging them by name when possible, and thanking them for their business.
  • Demonstrate teamwork and support a diverse and inclusive work environment.
  • Protect the confidentiality of member information and account records, request identification when necessary, and provide account information only to primary or joint owners.
  • Make weekly outbound service calls to members.
  • Answer member questions or refer members to appropriate departments or supervisors.
  • Assist with account discrepancies, statement problems, and complaints, escalating issues when needed.
  • Process member transactions, including deposits, withdrawals, transfers, check cashing, loan and credit card payments, cash advances, bond redemptions, official checks, money orders, cashier's checks, savings bonds, and promotional sales materials.
  • Build member relationships by identifying financial needs and providing or referring members to suitable products, services, and specialized departments.
  • Maintain a satisfactory balancing record and complete daily balancing and reconciliation of drawer shortages or overages.
  • Educate members and staff about product and service features and benefits, and refer products and services that benefit members to help achieve team goals.
  • Examine checks for endorsements and negotiability; determine funds availability under regulations and policy; place holds when necessary and provide required documentation.
  • Process mail and night-deposit transactions.
  • Complete forms and logs, including negotiable instrument logs, vault cash advances and turn-ins, direct deposits, and member check orders.
  • Participate in branch opening and closing procedures, organize the MSR area, turn off equipment and lights, and secure confidential information.
  • Monitor and manage the vault, including cash disbursements, balancing, maintaining appropriate cash levels, and end-of-day lockup.
  • Assist with security procedures and remain accountable for office keys and combinations.
  • Balance, maintain, and correct the coin machine and cash recyclers.
  • Participate in community service organizations and/or Credit Union-sponsored events.
  • Report punctually, work all scheduled hours, and work overtime as necessitated by business demand.

Benefits

  • Monthly incentive opportunity.
  • Progressive benefits package.
  • Bilingual Pay Program for qualifying applicants.
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