Member Service Representative
About The Position
Mayo Employees Federal Credit Union (MEFCU) is looking for someone who exhibits professionalism, a collaborative approach, and a heart for service to join our team as a Member Service Representative! The Member Service Representative serves as a liaison between the member and the credit union. They are responsible for the opening and closing of both personal and non-personal member accounts, and then maintaining those accounts by processing any changes that may occur. Member Service Representatives assist with the purchase and surrender of certificates of deposit, IRAs, and other credit union services. They consistently ensure confidentiality of member transactions and account information and serve as a backup for the teller and receptionist areas as needed. Other duties may be assigned as needed.
Requirements
- An Associate Degree AND at least one year of experience working in a financial institution.
- OR
- A high school diploma or equivalent AND at least two years of experience working in a financial institution.
- Must have or obtain Notary Public certification within six months of employment.
- All employees must be bondable by MEFCU’s insurance policy. Continued employment is subject to maintaining a favorable bondable status per insurance standards.
- Knowledge of: overall credit union operations, products and promotions, applicable laws, regulations and requirements that govern financial accounts.
- Skill in: computers, interpersonal communication, time management, organization, providing superior customer service.
- Ability to: communicate verbally and in writing, manage time efficiently, perform multiple tasks simultaneously with a high degree of accuracy, discuss and cross sell credit union services, work independently.
Nice To Haves
- Bilingual
Responsibilities
- Assists members with establishing and maintaining personal accounts:
- Provides communication in person, by telephone, or in writing concerning credit union products, services or policies.
- Assists members with the opening, closing, and servicing of all accounts.
- Provides prompt, efficient, and accurate service in the processing of transactions.
- Initiates credit checks on potential credit union members.
- Completes transactions related to establishing or changing account ownership.
- Educates members on the value of other financial services available.
- Assists members with the purchase/maintenance/surrender of certificates of deposit.
- Assists members with establishing and maintaining Individual Retirement Accounts.
- Orders checks for members, creates instant issue debit and credit cards.
- Cross sells the value of other credit union services.
- Assists members with establishing and maintaining non-personal accounts:
- Assists members in the set up and maintenance of trust and estate accounts.
- Assists in ongoing account ownership, deposit, or withdrawal issues.
Benefits
- Low-Cost Medical Plans
- Six Paid Holidays and Generous Accrued Paid Time Off Plan
- Employer-Paid Life and AD&D Insurance
- Employer-Paid Short and Long-Term Disability Insurance
- Employer-Paid Health Reimbursement Account for Dental/Vision Expenses
- 401k Plan with Generous Employer Match
- Tuition Assistance
- Flexible Spending Accounts
- Identity Theft Insurance
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
