Member Service Representative III, Grovetown, GA

SRP FEDERAL CREDIT UNION-posted about 7 hours ago
$23 - $27/Yr
Full-time • Mid Level
Onsite • Grovetown, GA
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Under the direction of the Branch Manager, provides excellent member service while creating a positive and engaging member experience to SRP’s field of membership. Maintains and helps lead a highly motivated team that consistently exceeds member expectations by properly matching the full range of Credit Union products and services with an informed understanding of the members’ needs. Provides coaching to team members and leads by example daily. Promotes a positive image of the Credit Union both inside and outside the workplace.

  • Represents the Credit Union in a professional and courteous manner to members and potential members.
  • Acts as a primary source of product information for member and staff inquiries.
  • Fully complies with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act and OFAC Policies.
  • Responsible for offering Credit Union products and services. Credit Union services are to be promoted using a member benefit- based approach to aid members in obtaining their financial goals.
  • Gathers all necessary information to complete memberships, business memberships, deposit and loan accounts/applications and maintenance. Communicates loan decisions, both approvals and denials, to loan applicants. Disburses completed loans to members. Provides accurate and complete documentation required for each account and loan in accordance with established policies and procedures.
  • Provides Notary Services for members.
  • Successfully meets or exceeds sales and service goals set by management.
  • Assists members with fraud, discrepancies or any questions pertaining to their accounts.
  • Must be able to perform basic teller transactions.
  • Exercises assigned approval authority in certain situations, including check acceptance and wire transfers.
  • May be assigned other tasks by management.
  • Carries out supervisory responsibilities in accordance with organization’s policies, procedures and applicable laws. Provides ongoing coaching and feedback to member services representatives to ensure quality work is produced and goals are met.
  • Associates degree preferred or equivalent combination of education and experience.
  • 2+ years of member/customer service experience, 5+ years in financial services.
  • 1+ year of sales experience preferred.
  • Proficient with Microsoft Word software.
  • Skilled with Symitar Episys Core Banking software, Loans PQ or similar financial services software systems experience preferred.
  • knowledge of Microsoft Office software including Windows, Word, Excel, Outlook Email /Calendar and Google Chrome/Microsoft Edge
  • Ability to work with a team and/or independently
  • Organized, Ability to Multi-Task, Self-Motivated
  • Professional Verbal and Written Communication Skills
  • Authentic People Skills (friendly, approachable). Active Listener, Adaptable, Problem-Solving Skills.
  • Detail and Goal Oriented.
  • Ability to Work in a Fast-Paced Environment
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