Member Service Representative (Part-time)
About The Position
Alero Financial Credit Union is hiring a part-time Member Service Representative (MSR). This floating role provides coverage and support across multiple branch locations as needed. The MSR performs member transactions, assesses member requests to identify financial needs, and recommends products and services that meet those needs. The role also assists the Branch Manager with delinquency and negative-share control. Duties must comply with applicable federal and state laws and credit union policies and procedures, while supporting Alero Financial's creed, vision, mission, and goals. The position includes member-facing service, account processing, cash handling, reporting, and business development support. Limited travel may be necessary. The employee frequently sits, views information on a computer screen, and talks or hears. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- High school graduate.
- At least one year of cash-handling experience or experience as a teller or MSR in a credit union or related field.
- Excellent math, written communication, and verbal communication skills.
- Willingness and ability to sell credit union services.
- Limited travel may be necessary.
Responsibilities
- Perform member financial transactions, including account maintenance.
- Follow credit union policies and procedures.
- Process new accounts and verify identity and eligibility.
- Reconcile and balance an assigned cash drawer, reporting discrepancies to the Senior MSR, Assistant Branch Manager, or Branch Manager.
- Assist members with in-person and telephone inquiries and general questions about the credit union.
- Prepare and balance checks received.
- Process mail, night depository, and ATM transactions.
- Scan correspondence, member files, loan files, and related documents.
- Perform new-member welcome calls.
- Complete daily, weekly, and monthly reports as assigned.
- Process check orders and plastic card orders.
- Assist with branch collection and negative-share processes.
- Generate leads for the Business Development Officer or Branch Manager and participate in business development activities.
- Sell credit union services that provide maximum benefit to both the member and the credit union.
- Resolve member problems by obtaining information, researching records, and following up to resolve matters to members' satisfaction.
- Assist the Branch Manager in achieving corporate and branch goals and objectives.
- Perform other duties as assigned.
Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Long-term disability insurance
- Critical illness insurance
- Life insurance
- 401(k) match
- Profit sharing
- PTO
- Flexible Spending Account
- Tuition reimbursement
- Pet insurance
- Commuter benefit
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
