Full-Time Member Service Platform Representative - Fishkill Branch

Mid Hudson Valley Federal Credit Union•Town of Saugerties, NY

5d•Onsite

About The Position

The Member Service Platform Representative supports credit union members and prospective members by providing service in accordance with MHV Brand Standards. The role explains products and services, opens and closes accounts, resolves member issues, and directs members to appropriate staff. It also promotes and cross-sells financial products, originates and funds consumer loans in accordance with lending procedures, and performs teller functions. All work must comply with credit union policies, regulatory requirements, and the Bank Secrecy Act. The position includes Saturday work and rotating weekday shifts as part of the regular workweek. Responsibilities also include helping members use remote transaction channels, carrying out first-line maintenance and reconciliation of branch equipment, maintaining records and reports, and serving as a Notary Public as needed. The representative may assist with daily operations and opening or closing the branch in the branch manager’s absence. Work is generally performed indoors in a climate-controlled shared office environment with minimal noise and minimal safety or health hazards. The work is primarily sedentary, with sitting, standing, walking, bending, and occasional lifting. Regular computer work may average six to eight hours per day. Extended hours or off-site travel may be required when requested by management.

Requirements

One to three years of similar or related experience.
High school education or GED.
Strong time management, organizational, verbal and written communication, listening, problem-analysis, and problem-resolution skills.
Ability to manage multiple workloads, work independently, and handle changing priorities effectively.
Above-average interpersonal skills and strong computer skills, including Microsoft Office.
Ability to communicate tactfully and diplomatically, resolve first-level conflicts, build relationships, and handle confidential discussions with discretion.
Ability to perform primarily sedentary work, including bending, sitting, standing, and occasional lifting of up to 50 pounds; ability to climb or descend stairs in an emergency.
Normal range of vision and hearing abilities.
Ability to operate routine office equipment, including computer terminals and keyboards, telephones, copiers, facsimile machines, and calculators.
Ability to routinely work at a computer for an average of six to eight hours per day when necessary.
Ability to maintain regular, reliable, and timely attendance and work extended hours or travel off site when required or requested by management.
Ability to perform job functions independently or with limited supervision and work effectively alone or as part of a team.
Ability to read and follow written and oral instructions, perform basic mathematical calculations, spell accurately, understand computer basics, and speak clearly.
Ability to provide courteous, professional customer service to people from diverse cultures and at different organizational levels.
Ability to remain composed under deadlines, accuracy and quality demands, or a fast pace, and to exercise discretion with confidential matters.
Availability to work Saturdays and rotating weekday shifts.

Responsibilities

Assist members and business account owners with opening and closing accounts, onboarding, product and service questions, and resolving issues within the representative’s authority.
Promote and sell the credit union’s financial products and services, use the CRM to track sales activity, and work toward individual and branch goals.
Interview consumer loan applicants, obtain credit information, identify cross-selling opportunities, follow loan follow-up standards, acquire leads, book approved loans, and complete loan funding.
Perform teller functions and demonstrate transaction processing through remote channels.
Perform first-line maintenance, reconciliation, and settlement of equipment, including PTs, ITMs, ATMs, TCDs, and TCRs, and protect member account privacy.
Maintain comprehensive knowledge of credit union products and services and serve as a Notary Public as needed.
Refer matters beyond the representative’s authority to the Lead MSR and/or Branch Manager and offer solution recommendations as appropriate.
Maintain accurate records and prepare required reports promptly.
Comply with credit union policies and procedures, branch security requirements, regulatory compliance guidelines, and the Bank Secrecy Act.
Support daily office operations and assist with opening or closing in the branch manager’s absence.
Provide prompt and accurate service, answer telephone calls within two rings, and respond to messages or correspondence within 24 hours.
Maintain professional conduct, confidentiality, attendance, and flexibility in support of business needs; work effectively independently and as part of a team.
Maintain cash limits and assigned PT, ATM, TCD, and recycler balances; report consignment items and CTRs accurately.
Work extended hours or travel off site when required or requested by management.