Member Service Representative 1 (Part-Time)

Eagle Community Credit UnionAnaheim, CA
34d$20 - $22Onsite

About The Position

The MSR plays a vital role in Eagle Community Credit Union as they are responsible for providing exceptional member service and conducting a variety of financial transactions. As the primary point of contact for members, you will contribute to their overall banking experience by delivering accurate and efficient services while promoting our products and services. This position requires attention to detail, strong communication skills, and the ability to handle financial transactions accurately and securely.

Requirements

  • High school diploma or equivalent; additional finance or related field education is a plus.
  • Previous experience as a teller or in a customer service and cash handling role, preferably in a financial institution.
  • Knowledge of banking products, services, and procedures is desirable.
  • Bilingual fluency in both English and Spanish, with excellent verbal and written communication skills in both languages, is a must
  • Strong mathematical skills and attention to detail for accurate transaction processing.
  • Excellent interpersonal and communication skills to interact with members and colleagues.
  • Proficiency in using computer systems, banking software, and Microsoft Office applications.
  • Ability to work efficiently and accurately in a fast-paced, multitasking environment.
  • Trustworthiness and respect for the confidentiality of member information.

Responsibilities

  • Greet members in a friendly and professional manner, creating a welcoming atmosphere.
  • Respond to member inquiries and provide assistance with various banking transactions.
  • Promote financial institution products and services to meet member needs and achieve sales goals.
  • Build and maintain positive relationships with members, offering personalized service and addressing their concerns.
  • Process member transactions, including deposits, withdrawals, loan payments, and account transfers, with accuracy and efficiency.
  • Verify member identities and account information to ensure security and compliance.
  • Handle cash and other negotiable instruments responsibly and in an organized manner.
  • Balance the cash drawer at the end of each shift and reconcile any discrepancies.
  • Assist members in opening new accounts, such as savings, checking, and certificates of deposit (CDs).
  • Explain the features and benefits of different account types and assist members in selecting appropriate options.
  • Gather necessary documentation and enter accurate information into the system for account setup.
  • Provide basic account maintenance, such as updating member information and issuing debit cards.
  • Educate members on self-service options, such as online banking, mobile banking, and ATMs.
  • Guide members through the use of digital tools and troubleshoot any related issues.
  • Offer support and guidance on financial institution products and services, including loan applications and account inquiries.
  • Provide information on interest rates, fees, and account terms and conditions.
  • Adhere to all financial institution policies, procedures, and regulatory requirements to ensure compliance and mitigate risk.
  • Follow security protocols to protect member information and prevent fraud.
  • Maintain knowledge of industry trends, regulatory changes, and best practices related to teller operations.

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What This Job Offers

Job Type

Part-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

Number of Employees

51-100 employees

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