Member Service Representative II (PT)

Silver State Schools Credit Union•Las Vegas, NV

2d•Onsite

About The Position

The Member Service Representative II processes member transactions efficiently and helps members resolve account-related issues by recommending appropriate solutions. The role builds member relationships by identifying products and services that support members’ financial goals and referring members to internal business partners. The representative communicates effectively with prospective and current members, represents the credit union professionally, and provides caring, personalized service and quality products while staying aware of members’ needs and expectations. The position supports Silver State Schools Credit Union’s mission of providing excellent member service and financial solutions. It is expected to meet or exceed sales, service, product-knowledge, and other goals established by management, follow credit union policies and applicable government rules, and uphold the organization’s service commitments and core values.

Requirements

High school diploma or GED, and at least 6 months of related experience and/or training, or an equivalent combination of education and related experience.
Meet or exceed established sales, service, product-knowledge, and other performance expectations.
Thorough knowledge of the credit union’s computer system for basic input/output tasks, including Word and Excel, is desired.

Nice To Haves

Thorough knowledge of the credit union’s computer system for basic input/output tasks, including Word and Excel.

Responsibilities

Greet and serve members at the teller line or express pod with teller-related transaction needs.
Suggest and explain appropriate deposit, lending, and investment products.
Identify opportunities to expand members’ relationships with the credit union and refer them to internal business partners.
Direct members to the appropriate team member or support department.
Process financial transactions, including opening and closing accounts, issuing checks, deposits and withdrawals, IRA transactions, insurance claims, certificates, drafts, and other negotiable instruments.
Research and respond to member inquiries about account operations, access to services, account discrepancies, balancing and reconciliation, service features, and automated services.
Meet or exceed minimum expectations and goals established by management.
Explain credit union electronic services, including debit cards, voice response, online bill pay, online banking, direct deposit, ACH debit/credit, and payroll deduction.
Refer members to other business lines, including mortgage, member business, and investment solutions.
Perform clerical duties such as photocopying, faxing, handling incoming and outgoing mail, and filing.
May assist with training new Member Service Representatives in financial service transactions and procedures.
May perform duties related to members’ safe deposit services.
Follow credit union policies and procedures, government rules and regulations, and visitor and security guidelines.
Perform other duties as assigned.