Member Service Representative II (PT)

Silver State Schools Credit Union•Las Vegas, NV

3d•$22 - $23•Onsite

About The Position

The Member Service Representative II assists Silver State Schools Credit Union in fulfilling its mission of providing excellent member service and financial solutions. The position provides personalized service to members and prospective members, processes financial transactions, resolves account-related issues, and identifies suitable products and services to support members’ financial goals. The representative builds relationships, makes referrals to internal business partners, communicates professionally, and meets established sales and service goals while following credit union policies and applicable regulations.

Requirements

High school diploma or GED, and at least six months of related experience and/or training, or an equivalent combination of education and related experience.
Adequate product knowledge, measured by the annual product knowledge certification assessment.
Ability to meet or exceed established sales and service goals.
Ability to communicate effectively with prospective and current members and represent the credit union in a positive, professional manner.
Ability to follow credit union policies and procedures, government rules and regulations, and visitor and security guidelines.

Nice To Haves

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

Responsibilities

Greet and serve members at the teller line or express pod with teller-type transactions.
Recommend and explain appropriate deposit, lending, and investment products.
Identify opportunities to expand member relationships and refer members to internal business partners or appropriate team members and departments.
Process financial transactions, including opening and closing accounts; issuing checks; processing deposits and withdrawals, including IRA transactions; filing insurance claims; and issuing certificates, drafts, and other negotiable instruments.
Research and respond to member inquiries about accounts and services, resolve discrepancies, balance and reconcile accounts, modify account service features, and help members use automated services.
Meet or exceed established expectations, sales goals, and service goals.
Explain the features and benefits of electronic services, including debit cards, voice response, online bill pay, online banking, direct deposit, ACH debit/credit, and payroll deduction.
Refer members to other credit union business lines, including mortgage, member business, or investment solutions.
Perform clerical duties such as photocopying, faxing, processing incoming and outgoing mail, and filing.
May assist in training new Member Service Representatives on financial service transactions and procedures.
May perform duties related to Safe Deposit services.
Follow credit union policies and procedures, government rules and regulations, and visitor and security guidelines.
Perform other duties as assigned.