Member Service Associate
About The Position
The Member Service Associate (MSA) is responsible for receiving and paying out money, and keeping records of financial transactions. This role involves welcoming visitors, processing deposits and withdrawals, managing cash drawers, promoting and selling credit union products and services, and resolving member inquiries. The MSA also handles various financial transactions such as money orders, cash advances, and loan payments, and assists other departments as needed. The position requires strong customer service skills, attention to detail, and the ability to work effectively in a team environment.
Requirements
- High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience.
- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to write simple correspondence.
- Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to deal with problems involving several concrete variables in standardized situations.
- Ability to research data and make accurate decisions.
- Ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing).
- Must complete ongoing sales and service training.
- Employee must be familiar with credit union robbery preparedness procedures.
- A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date.
Responsibilities
- Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly.
- Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements.
- Cash checks and complete withdrawals and pays out money after verification of signatures and member balances.
- Enter members’ transactions into computer to record transactions and issue computer generated receipts.
- Place holds on accounts for uncollected funds.
- Order daily supply of cash, and count incoming cash.
- Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen.
- Explain, promote and sell products or services that will benefit the member.
- Research and resolve member inquiries.
- Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary.
- Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.).
- Use CDM/Recyclers to assist members in transactions.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
