Member Service Representative

Alera Financial•Towanda, PA

13h•$17 - $21•Hybrid

About The Position

The Member Service Representative (MSR) is a part-time, floating role responsible for performing member transactions, analyzing member requests to determine financial needs, and cross-selling products and services. This position supports multiple branch locations as needed, ensuring duties are performed in compliance with federal and state laws, credit union policies, and Alero Financial's guiding principles. The role involves assisting the Branch Manager in managing delinquency and negative shares.

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.
Ability to travel to other branches as needed.

Nice To Haves

Limited travel may be necessary.

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.
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.
Perform other duties as assigned.