Part-time Member Service Representative III

Beacon Credit Union•Marion, IN

About The Position

The Member Service Representative III ensures members and potential members receive fast, courteous, and accurate service with financial transactions. The role explains products and services, opens and maintains accounts, performs teller transactions, responds to member inquiries and problems, and directs members to other service areas as needed. It also supports consumer loan applicants and helps members access the credit union’s services. This is a part-time position of approximately 20–29 hours per week. Standard hours fall within Monday through Friday, 8:15–5:15, and Saturday, 8:30–12:15, with one day off per week and one or two Saturdays off per month. Flexibility is requested because hours may vary based on member center coverage needs.

Requirements

One to three years of prior banking experience.
High school diploma or HSE.
Excellent cash-handling and member service skills; outgoing demeanor.
Excellent working knowledge of Beacon products and services.
Ability to work independently and as a team member.
Extremely detail-oriented.
Basic knowledge of personal computer operations and related software programs.
Ability to cross-sell Beacon products and services according to member needs.
Flexibility to work hours that may vary based on member center coverage needs.

Responsibilities

Open, close, and maintain consumer and business checking and savings accounts, CDs, IRAs, and HSAs.
Perform ChexSystems screening, deceased processing, stop payments, and card disputes.
Interview member loan applicants to gather information about consumer loan needs, earnings, and financial position; explain loan programs, evaluate needs, recommend options, assist with applications, and review approved loan terms and conditions.
Receive and process cash and check deposits in person, through night depository, or by mail; disburse share withdrawals by cash or check; and process coin.
Receive and process loan payments and IRA or HSA contributions; process Visa payments and cash advances; and sell money orders and cashier’s checks.
Balance the cash drawer and daily transactions, and scan checks and teller work daily.
Identify cross-sell opportunities and offer products and services according to member needs.
Record and update person, organization, and account information in the Core system and Superior IRA.
Scan and save required member service documentation, including applications, certificates, and legal documents, to Application Xtender.
Assist members in accessing services such as check ordering, ATM or check cards, Touch Tone Teller, Beacon Online Banking and Bill Pay, direct deposit, e-statements, email alerts, safe deposit boxes, and outgoing wire requests.
Respond to member inquiries about credit union products and services, resolve problems within their authority, and refer other problems to their supervisor.
Perform other duties as assigned.