Member Service Representative SR - Floater position

Center Parc Credit Union•Atlanta, GA

1d•$21 - $26•Hybrid

About The Position

This is a full-time, non-exempt (hourly) position for a Member Service Representative SR who will act as a floater or travel representative primarily supporting the Metro Atlanta area. The role involves performing Teller transactions and Platform duties, including opening and maintaining accounts, cross-selling products and services, and attending community events. The position may require occasional overnight travel (less than 5%) and rotational Saturday work. Travel expenses are reimbursable. When not filling in at other branches, the representative will report to the corporate headquarters in Atlanta, GA. The primary purpose of this role is to help members achieve financial success by providing exceptional products and service, aligning with the company's core values.

Requirements

An Associate’s degree in Business, Business Administration, or related field of study; 2 years relative work experience or 2 years college course equivalent in lieu of degree
4 years of relative work experience in banking, financial services, insurance, or credit unions
10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

Nice To Haves

A Bachelor’s degree in Business Management, Business Administration, or related field of study
2 years specific member facing work experience within a Credit Union
Prior experience completing transactions in Symitar, and Meridian Link

Responsibilities

Adhere to and deliver on Center Parc (CPCU) core values: Serve Exceptionally, Commit to Better, Find the Fun, Invest in Integrity, Follow the Numbers, Go Forth and Conquer, Protect with Passion.
Provide service to members in a variety of settings, including periodically being assigned to work at various APCU/CPCU locations due to long-term absences, business needs, projects, or business continuity needs.
May serve as a team lead, providing mentoring and training for lower-level MSRs.
Process a variety of member transactions including visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, and cash advances.
May occasionally complete transactions on a teller line or process pending online memberships or share applications submitted through digital channels.
Complete a variety of service requests, clerical duties, and research associated with resolving member inquiries and concerns.
Facilitate member communication with internal business partners for issue resolution.
Complete member relationship-building assignments, such as follow-up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates.
Complete the opening of new member accounts and assist existing members with account changes and updates; set up share/loan allocations.
Engage in needs-based dialogue with members to understand their financial needs.
Recommend and position credit union products and services that meet member needs.
Make referrals to internal partners for product delivery based on member needs.
Recognize and act upon opportunities to explore the expansion of financial services relationships with members and their families, mindful of cross-sell and member growth goals.
Maintain up-to-date knowledge of all retail and account opening procedures, and follow practices to mitigate fraudulent activity and risks.
Maintain up-to-date product knowledge, understanding the features and benefits of offered products and services.
Utilize product knowledge, customer service skills, and consultative sales skills to overcome member skepticism or objections when a recommended product or service is in the member's best interest.
May be assigned to reactivate inactive or dormant accounts, engage in outbound calls to welcome new members, and suggest products/services based on member goals or segmentation.
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency/coin orders/shipments, process night deposits, and balance cash drawer.
Comply with all aspects of BSA/AML and OFAC regulations.
Travel to other branches or operations departments may be required depending on assignment and business needs.
Other duties as assigned.