Member Service Representative I

SOUTHEAST FINANCIAL CREDIT UNION•Brentwood, TN
•$18 - $22•Onsite

About The Position

The Member Service Representative I provides prompt, efficient, and friendly service to credit union members by recognizing their needs, assisting with financial transactions in person and by telephone, explaining products and services, and responding to problems. The representative follows established policies and procedures and helps members with deposit, payment, account, and general loan needs.

Requirements

  • High school education or GED.
  • One month to twelve months of similar or related experience.
  • Courtesy, tact, and diplomacy in interactions with others.
  • Ability to operate a 10-key calculator, typewriter, and computer keyboard.

Responsibilities

  • Accept deposits and drafts for cashing; verify cash and endorsements, make change, and issue receipts.
  • Process deposits and loan payments received by mail.
  • Perform file maintenance for deposit accounts.
  • Process credit card payments and cash advances.
  • Sell Visa gift cards.
  • Balance the cash drawer at the end of each day.
  • Assist members with opening and closing accounts, including savings, checking, money market, certificates of deposit, IRAs, and business accounts.
  • Process address changes, stop payments, and check holds.
  • Accept loan applications and assist with general loan inquiries.
  • May process night deposits, order checks, and prepare and mail account packets to potential members.
  • Assist members in person and by telephone with inquiries and problems.
  • Identify cross-sell opportunities and sell services to members.
  • Assist the Member Service Call Center with member calls as needed.
  • Perform other tasks requested by a supervisor as they relate to the Credit Union and its functions.
  • Provide accurate, courteous, friendly, timely, and professional service to members.
  • Assist members waiting in the lobby or on the telephone within a reasonable time frame; respond to telephone messages and correspondence within a reasonable time frame; and answer the telephone within two rings.
  • Process member transactions with zero errors and maintain a professional work environment and businesslike appearance.
  • Maintain thorough knowledge of credit union products and services and adhere to Credit Union policies, procedures, and regulatory requirements.

Benefits

  • Highly competitive pay rates.
  • Generous vacation and sick leave and a leave donation program.
  • Company-paid employee group insurance and company-assisted dependent insurance.
  • Tuition reimbursement program.
  • Employee Assistance Program (EAP).
  • Attractive 401(k) contribution matching percentage.
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