Member Service Representative

GPO Federal Credit UnionChittenango, NY
Onsite

About The Position

Member service representatives (MSRs) play an important role in the financial well-being of our members. An MSR helps troubleshoot account issues, perform account maintenance, and is also a resource to help our members achieve financial dreams. As an MSR, you have the opportunity to change a member's life.

Requirements

  • A two-year degree in a related field or five years of successful sales experience.
  • A minimum of two years of successful sales experience.
  • Must possess a notary public license.
  • Must be eligible for MLO licensing.
  • Must possess a notary public license or obtain the license within 6 months of hire.
  • Determine and motivated individual with a positive attitude.
  • Ability to work well in a team setting as well as take on projects as an individual.
  • Willingness to promote credit union products and services.

Responsibilities

  • Engage with members to guarantee a positive experience and develop strong member relationships.
  • Look for opportunities to cross-sell products and services that would provide value and benefit to the members in addition to helping the branch meet overall sales goals.
  • Deliver exceptional member services that coincides with the credit union's established service standards.
  • Handle account maintenance and disputes as they arise.
  • Assist other branch team members with operational issues as needed and act accordingly when management is unavailable.
  • Greet members as they enter the building to create a welcoming and aware environment.
  • Perform transactions in a professional manner to build member confidence and trust.
  • Resolve service issues and answer member questions or refer to members to another employee as appropriate to guarantee member satisfaction and retention.
  • Act as a first line of defense against member fraud by reporting suspicious or irregular activity and educating our members on account security.
  • Perform other duties as requested to ensure efficient workflow in the branch.
  • Possess knowledge of all credit union products and services and be able to communicate features and benefits to the members.
  • Be aware of credit union marketing efforts.
  • Bring positivity and enthusiasm to work everyday.
  • Meet or exceed individual goals and assist in the attainment of branch goals.
  • Adapt a work ethic that is aligned with GPO's mission and keeps our member service at the forefront.
  • Follow policies and procedures and abide by ethical standards as outlined in our personnel policy.
  • Hold yourself accountable for the promises you make and the actions you take.
  • Complete training as assigned and continually search for opportunities to enhance one's ability and knowledge.
  • Effectively community with fellow employees and branch management while maintaining a professional and courteous demeanor.
  • Protect member information by using discretion when discussing member matters and properly following all policies and procedures related to confidential information.
  • Help create a positive image of your branch by playing an active role in your branch community.

Benefits

  • Employer Paid 401K Retirement Plan (starting on your first day with 3% employer contribution match)
  • Life Insurance
  • Long Term Disability
  • HSA Contributions
  • Competitive Salaries
  • Annual Raises and Incentives
  • Low Cost Medical, Dental, & Vision Insurance
  • Paid Vacation Time
  • Sick Leave
  • Personal Time
  • 11 Paid Holidays
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