Member Service Representative

Beacon Credit Union•Wabash, IN

6d•Onsite

About The Position

The Member Service Representative role is designed to provide excellent member service while assisting members with their financial transactions. This includes cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information. At Beacon, you're more than just an employee; you're part of a supportive, values-driven community that truly cares. We offer opportunities for growth in business and finance, and the chance to make a real difference in members' lives. Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.

Requirements

High School Diploma or HSE
Excellent cash handling and member service skills (outgoing!)
Extremely detail oriented
Basic knowledge of personal computer operations and related software programs
Ability to work as a team member
Ability to cross-sell Beacon products and services according to member needs

Nice To Haves

One to twelve months prior cashing handling and customer service experience preferred

Responsibilities

Receives and processes deposits by cash or check via in person, night depository, or by mail.
Disburses share withdrawals by cash or check.
Processes coin.
Receives and processes loan payments and IRA or HSA contributions.
Processes Visa payments and cash advances.
Sells money orders and cashier's checks to members.
Balances cash drawer and daily transactions.
Scans checks and teller work daily.
May perform vault responsibilities and approve transactions for less experienced MSRs.
May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's.
Responds to members basic questions concerning their accounts.
Refers issues that are beyond their knowledge or authority to the appropriate staff member.
Welcomes members and provides routine information concerning products and services.
Identifies cross-sell opportunities and cross-sells services to members.
Directs members to appropriate department for specific information and service.
Updates basic member account information on core system and performs file maintenance.
Performs other duties as assigned.