Member Service Representative (Part-Time)
About The Position
The Member Service Representative performs member financial transactions, analyzes member requests to determine financial needs, and cross-sells 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 the credit union’s policies and procedures, while supporting Alero’s creed, vision, mission, and goals. The representative provides member service in person and by telephone, processes and maintains accounts, reconciles a cash drawer, handles checks and transactions, prepares reports, and supports branch collections and business development. The position requires a high school education and at least one year of cash-handling experience or experience as a teller or MSR in a credit union or related field. Limited travel may be necessary.
Requirements
- High school graduate.
- At least one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
- Excellent math skills.
- Excellent written and verbal communication skills.
- Limited travel may be necessary.
- Must be willing and able to sell credit union services.
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 and report 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 assigned daily, weekly, and monthly reports.
- Process check orders and/or plastic card orders.
- Assist with branch collections and the negative-shares process.
- 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 coverage
- Life insurance
- 401(k) match
- Profit sharing
- PTO
- Flexible Spending Account
- Tuition reimbursement
- Pet insurance
- Commuter benefit
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
