Member Service Representative- Full Time Equivalent (St. Louis Park)

Sharepoint Credit Union • Saint Louis Park, MN

407d

About The Position

The Member Service Representative (MSR) at SharePoint Credit Union serves as the primary front-line contact for members, assisting them with financial transactions and inquiries. This role emphasizes building relationships with members while upholding the values of the Credit Union. The MSR is responsible for a variety of tasks including processing transactions, resolving issues, and providing excellent customer service, all while maintaining a professional demeanor.

Requirements

• Experience: Up to six months of similar or related experience.
• Education: A high school education or GED.
• Excellent listening and communication skills.
• Telephone etiquette.
• Problem solving skills.
• Organization and attention to detail.
• Ability to handle stress and work under pressure.
• Member focus and ability to enjoy interactions with people.
• Product and service knowledge.
• Proficiency with computers, required software (including financial programs and Microsoft Office).

Nice To Haves

• Experience in a customer service role.
• Knowledge of financial products and services.

Responsibilities

• Greets each member in a courteous and professional manner.
• Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashier's checks, money orders and cash advances.
• Accurately balance cash drawer and checks.
• Processes check orders and Instant Issue debit cards.
• Cross sells appropriate credit union products and services.
• Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability.
• Detects and resolves discrepancies promptly.
• Assist members with travel notes and completion of forms for disputed and fraudulent transactions.
• Actively listen to account concerns to offer applicable resolution to the member and/or internal member.
• Open Certificates of Deposit for existing members.
• Close accounts as directed.
• Completes mandatory forms such as CTRs.
• Reports suspicious member activity to manager for completion of SARs.
• Performs a variety of miscellaneous tasks including processing name and address changes, filing, scanning, computer input, verifying scanning and auditing new accounts.
• Answers phones and responds to members requests, problems, and complaints in a courteous and professional manner.

Benefits

• Affordable insurance options for Medical, Dental, Vision, and more!
• Company-paid Life/AD&D, and Short-Term/Long-Term Insurances
• Generous PTO offerings
• Paid holidays including New Years Day, MLK Day, Presidents Day, Memorial Day, Independence Day, Columbus Day/Indigenous Peoples Day, Veterans Day, Thanksgiving Day, and Christmas Day
• 401(k) and an employer match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED