Member Service Representative
About The Position
Purpose: 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.
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
