Bilingual Member Service Representative

GreenState Credit Union•Iowa City, CA

4d•$17 - $20

About The Position

The Member Service Representative (MSR) provides quality, responsive, and professional service to GreenState Credit Union members and staff. As a frontline representative, the MSR answers questions about transactions and Credit Union products and services, carries out member transactions, identifies financial needs, and connects members with appropriate products, services, or specialized departments. The qualified candidate is member-focused, accurate, trustworthy, collaborative, and committed to continuous improvement. GreenState offers a Bilingual Pay Program for qualifying applicants. The hourly pay range is $17.39–$20.33, with a monthly incentive opportunity and a progressive benefits package.

Requirements

Interpersonal skills to represent the Credit Union positively.
High energy and ability to approach individuals, engage in conversation, build rapport, and establish 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.
Ability to work overtime as necessitated by business demand.

Nice To Haves

Cash handling, sales, and customer service experience is desired.

Responsibilities

Adhere to Credit Union Service Standards and support GreenState’s mission and vision.
Provide positive service to members and guests, including greeting and acknowledging them promptly and thanking them for their business.
Demonstrate teamwork and support a diverse and inclusive work environment.
Protect confidential member information and account records, request identification when needed, 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 as necessary.
Perform 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 appropriate Credit Union products, services, or specialized departments.
Maintain a satisfactory balancing record and complete daily drawer balancing and reconciliation.
Educate members and staff about product and service features and benefits, and refer products and services that benefit members to support team goals.
Examine checks for endorsements and negotiability; determine funds availability under regulations and policy; place holds when required and provide proper 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 opening and closing procedures, organize the MSR area, turn off equipment, and secure confidential information at the end of the day.
Monitor and manage the vault, including cash disbursements, balancing, maintaining appropriate funds, and end-of-day lock-up.
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 scheduled hours, and work overtime when required by business demand.