Member Service Representative- Full-Time (Bloomington)

Sharepoint Credit Union • Bloomington, MN

7d • Onsite

About The Position

Member Service Representative Our Member Service Representatives are the faces of the Credit Union, and the primary front-line contact for our members. The MSR's primary role is to assist members with their financial transactions and telephone requests, responds to and resolves problems in a timely manner, creates relationships and establishes rapport with members while maintaining the image and upholding the values of the Credit Union. Hours: Full time: 38-40 hours per week. Shifts may vary between the hours of 8:30am-5:00pm Monday-Friday and 9:00am- 12:00pm Saturdays. This role will require 1-2 Saturdays a month. Role: To assist members with their financial transactions. This includes but not limited to cash and non-cash depository transactions and account administrative task and general member and account support.

Requirements

• Up to six months of similar or related experience.
• A high school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
• Excellent listening and communication skills
• Telephone etiquette
• Problem solving skills
• Organization and attention to detail
• Ability to handle stress and work under pressure
• Member focus and ability to enjoy interactions with people
• Product and service knowledge
• Proficiency with computers, required software (including financial programs and Microsoft Office) is required.

Responsibilities

• Greets each member in a courteous and professional manner.
• Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashiers checks, money orders and cash advances.
• Accurately balance cash drawer and checks.
• Processes check orders, Instant Issue debit cards and VISA gift cards.
• Cross sells appropriate credit union products and services.
• Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly.
• Assist members with travel notes, completion of forms for disputed and fraudulent transactions.
• Actively listen to account concerns to offer applicable resolution to the member and/or internal member.
• Open Certificates of Deposit for existing members.
• Close accounts as directed.
• Completes mandatory forms such as CTRs.
• Reports suspicious member activity to manager for completion of SARs.
• Performs a variety of miscellaneous tasks including processing name and address changes, filing, scanning, computer input, verifying scanning and auditing new accounts.
• Answers phones and responds to members requests, problems, and complaints in a courteous and professional manner. If applicable, directs them to an appropriate person or department for additional assistance.
• Perform all duties listed above and other related duties as assigned.

Benefits

• Affordable insurance options for Medical, Dental, Vision, and more!
• Company-paid Life/AD&D, and Short-Term/Long-Term Insurances
• Generous PTO offerings
• Paid holidays generally include New Years Day, MLK Day, Presidents Day, Memorial Day, Independence Day, Columbus Day/Indigenous Peoples Day, Veterans Day, Thanksgiving Day, and Christmas Day
• 401(k) and an employer match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED