Member Service Representative I

First Source FCU-posted 3 days ago
Full-time • Entry Level
City of Utica, NY
101-250 employees
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The primary responsibility of this position is to provide an exceptional experience to our membership by promoting the mission, service objective and values of the organization. Seek to identify opportunities to improve our members’ financial lives through counseling and education. Promote Credit Union products and services, through member engagement. Maintain a high level of quality standards.

  • Processes transactions, including all types of deposits, withdrawals, money orders, traveler’s checks, loan payments, mail transactions and cash advances. Verifies cash and endorsements, issues receipts, orders checks, and places stop payments on checks for members.
  • Provides members with service and information in regard to the services offered by the credit union; researches and solves member questions, problems and complaints.
  • Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source.
  • Totals member transactions at the end of the day and completes proving report for departmental reporting; prepares and verifies night drop deposit. Maintains cash drawer with a high degree of accuracy.
  • Assists with all operational duties, audits, and may shadow new MSRs as requested. Some duties may include the daily reconciling of ATM’s, CDM’s, Negotiables, and Safe Deposit Box access.
  • Maintains general working knowledge of products and services offered by the credit union and answers member questions in an informed, service driven, and courteous manner.
  • Assist the Member Service team meet the goals set in all categories assigned; recognizing opportunities to deepen the relationship by educating the member of additional products and services offered by First Source. Identifies and refers possible new business opportunities to FSR’s.
  • Meet all individual referral goals assigned.
  • Adhere to the credit union’s Universal Behavior Policy.
  • Required to participate in First Source Federal Credit Union events as well as designated Community events.
  • Required to attend or participate in necessary compliance training, including but not limited to Bank Secrecy, OFAC, and Privacy.
  • Required to attend training sessions as appropriate.
  • Required to travel as needed
  • Performs other duties as assigned.
  • High School or equivalent or prior related experience
  • Good communication skills
  • Attention to detail
  • Computer aptitude
  • Professional appearance and ability to work flexible hours
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