Member Service Representative

Alero Financial•Elgin, IL

12h•$21 - $24

About The Position

The Member Service Representative performs member financial transactions, analyzes member requests to identify financial needs, and cross-sells products and services that meet those needs. The role assists the Branch Manager with controlling delinquency and negative shares, and provides branch coverage and support across multiple California locations as needed during emergency situations. Duties must comply with applicable federal and state laws and credit union policies and procedures, while supporting Alero Financial’s creed, vision, mission, and goals. The representative handles member transactions and account maintenance, opens accounts and verifies identity and eligibility, reconciles a cash drawer, processes checks, mail, night depository and ATM transactions, and completes related records and reports. The position also assists members in person and by telephone, resolves member problems, participates in collection and business development activities, and helps the Branch Manager achieve corporate and branch goals. Limited travel may be necessary, and the employee must be able to travel to other branches as needed.

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.
Ability to travel to other branches as needed; limited travel may be necessary.

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 materials.
Perform new-member welcome calls.
Complete assigned daily, weekly, and monthly reports.
Process check orders and/or plastic card orders.
Assist with branch collection and negative-shares processes.
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 address matters to members’ satisfaction.
Assist the Branch Manager in achieving corporate and branch goals and objectives.
Provide branch coverage and support across multiple California locations as needed during emergency situations.
Perform other duties as assigned.