Part-time Member Service Representative

Beacon Credit Union•Marion, IN

About The Position

The Member Service Representative provides excellent member service while assisting members with financial transactions and account needs. Responsibilities include handling deposits and withdrawals, processing payments and coin, selling money orders and cashier’s checks, and balancing and scanning daily teller transactions. The representative may also perform vault responsibilities and approve transactions for less experienced MSRs. The role may include opening, closing, and maintaining consumer checking and savings accounts, CDs, IRAs, and HSAs. The representative answers members’ basic account questions, provides routine information about products and services, identifies and acts on cross-sell opportunities, and directs members to the appropriate department when needed. The position also involves updating basic member account information and performing file maintenance. This part-time role is approximately 20–29 hours per week. Standard hours fall between Monday and Friday, 8:15 a.m.–5:15 p.m., and Saturday, 8:30 a.m.–12:15 p.m., with one day off per week and one to two Saturdays off per month. Flexibility is requested because hours may vary based on member center coverage needs.

Requirements

High school diploma or HSE.
Excellent cash-handling and member-service skills; outgoing demeanor.
Extremely detail oriented.
Basic knowledge of personal computer operations and related software programs.
Ability to work as a team member.
Ability to cross-sell Beacon products and services according to member needs.

Nice To Haves

One to twelve months of prior cash-handling and customer-service experience preferred.

Responsibilities

Receive and process cash or check deposits in person, through the night depository, or by mail.
Disburse share withdrawals by cash or check.
Process coin.
Receive and process loan payments and IRA or HSA contributions.
Process Visa payments and cash advances.
Sell money orders and cashier’s checks to members.
Balance the cash drawer and daily transactions.
Scan checks and teller work daily.
May perform vault responsibilities and approve transactions for less experienced MSRs.
May open, close, and maintain consumer checking and savings accounts, CDs, IRAs, and HSAs.
Respond to members’ basic questions concerning their accounts and refer issues beyond their knowledge or authority to the appropriate staff member.
Welcome members and provide routine information about products and services.
Identify cross-sell opportunities and cross-sell services according to member needs.
Direct members to the appropriate department for specific information and service.
Update basic member account information on the core system and perform file maintenance.
Perform other duties as assigned.