Member Service Representative I

SOUTHEAST FINANCIAL CREDIT UNION•Brentwood, TN

2d•Onsite

About The Position

To provide prompt, efficient and friendly service to members by recognition of their Credit Union needs; assists with financial transactions over the telephone; explains products and services and responds to problems. Follows established policies and procedures for these areas.

Requirements

One month to twelve months of similar or related experience.
A high school education or GED.
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Able to operate a 10-key calculator, typewriter, and computer keyboard.

Responsibilities

Accepts deposits and drafts for cashing, verifies cash and endorsements, makes change, and issues receipts.
Processes deposits and loan payments received in mail.
Performs file maintenance for all deposit accounts.
Processes credit card payments and cash advances.
Sells Visa gift cards.
Responsible for balancing cash drawer at the end of each day.
Assists members with opening and closing all types of accounts (including, but not limited to savings, checking, money market, CD's, IRAs, and business accounts), processes address changes, stop payments and check holds.
Accepts loan applications and assists with general loan inquiries.
May also process night deposits, order checks and prepare/mail account packets to potential members.
Assists members in person and on the telephone with inquiries and problems.
Identifies cross-sell opportunities and sells services to members.
Assists the Member Service Call Center with member calls as needed.
Performs other tasks requested by supervisor as they relate to the Credit Union and its functions.