Member Service Representative SR - Floater position

Center Parc Credit Union•Atlanta, GA

1d•$22 - $27•Hybrid

About The Position

This position is a FLOATER or TRAVEL Member Service Rep 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 working Saturdays on a rotational basis. Travel expenses are reimbursable. When not filling in at other branches, the employee reports to the corporate headquarters at 400 Porsche Ave, Atlanta, GA 30354. The primary purpose of this role is to assist Atlanta Postal Credit Union in achieving its mission of helping members achieve financial success through exceptional products and service. The Member Service Representative SR (MSRSR) proactively engages in providing quality-driven member services to existing and potential members, processing transactions, opening new accounts, recommending products aligned with member needs, and building positive relationships. Incumbents are expected to become proficient in all tasks over time.

Requirements

4+ years' experience working in a credit union, bank, or related financial institution.
An Associate’s degree in Business, Business Administration, or related field of study; OR 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; may be called upon to provide mentoring and training for the development of lower leveled MSR’s.
Process a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc.
May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels.
Complete a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns.
Facilitate the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can’t be resolved by yourself.
Complete member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.).
Complete the opening of new member accounts and assist existing members with changes and updates on their accounts; Set up share/loan allocations for accounts.
Engage in needs-based dialogue with members to fully understand the member’s financial needs.
Recommend and position credit union products and services that meet the member’s needs.
Based on member needs, make referrals to internal partners for product delivery.
Be mindful of cross-sell and member growth goals and recognize and act upon opportunities to explore the expansion of the financial services relationship with members and member’s family.
Maintain up to date knowledge of all retail and account opening procedures; Follow all practices that have been put in place to mitigate fraudulent activity and unnecessary risks.
Maintain up to date product knowledge; have a full understanding of the features and benefits of the products and services offered by the credit union.
Utilize product knowledge, customer service skills, and consultative sales skills to overcome member skepticism or member objections when a recommended product or service is genuinely in the best interest of the member.
May be assigned to reactivate inactive or dormant accounts, engage in outbound audio or video calls to welcome new members to the credit union and engage in needs-based dialogue to suggest products or services based on the member’s goals or segmentation.
As needed or required, maintain/balance branch vault, open or close branch, balance ATM, prepare and verify currency or coin orders/shipments, process night deposits, balance cash drawer.
Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position.
Depending on their assignment and business needs, travel to other branches or operations departments may be required.
Other duties as assigned.