Member Service Representative - Illinois Float Position

1st Gateway Credit UnionFulton, IL
Hybrid

About The Position

This position will require travel to our Illinois offices in Sterling, Fulton, Morrison, and Prophetstown. Mileage and drive time are reimbursed in accordance with company policies. The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor. This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being. This position is available immediately! Upon hire, you will train at the Camanche, IA location for approximately three weeks.

Requirements

  • Member-friendly attitude
  • Professional and courteous demeanor

Responsibilities

  • Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
  • Provide information to members in person and over the phone regarding credit union services and policies.
  • Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
  • Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
  • Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
  • Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
  • Process member mail transactions with meticulous attention to accuracy.
  • Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
  • Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.
  • Assist members in completing payroll deduction and direct deposit forms correctly.
  • Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
  • Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.
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