Member Service Representative

ALERO FINANCIAL CREDIT UNION•Sonoma, CA

5d•$19 - $24•Hybrid

About The Position

The Member Service Representative (MSR) is responsible for performing member transactions, analyzing member requests to determine their financial needs, and cross-selling products and services to meet those needs. This role also assists the Branch Manager in controlling delinquency and negative shares. The MSR provides branch coverage and support across multiple California locations as needed during emergency situations. Duties must be accomplished in compliance with federal and state laws, credit union policies and procedures, and with constant attention to Alero Financial’s creed, vision, mission, and goals.

Requirements

High school graduate.
Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
Excellent math, written and verbal communication skills.
Limited travel may be necessary.
Ability to travel to other branches as needed.

Responsibilities

Perform all types of member financial transactions, including account maintenance.
Follow all credit union policies and procedures.
Process new accounts, verifying identity and eligibility.
Reconcile and balance assigned cash drawer, reporting discrepancies to Senior MSR, Assistant Branch Manager or Branch Manager.
Assist with member in person/telephone inquiries and general questions regarding the credit union.
Prepare and balance checks received.
Process mail, night depository and ATM transactions.
Scan correspondence, member files, loan files, etc.
Perform new member welcome calls.
Complete daily, weekly and monthly reports as assigned.
Process check orders and/or plastic card orders.
Assist in branch collection and negative shares process.
Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union.
Resolve member problems, obtain information, research records and follow up on details to resolve matters to members’ satisfaction.
Assist Branch Manager in achieving corporate and branch goals and objectives.
All other duties as assigned.