Part Time Member Service Representative

1st Gateway Credit Union•DeWitt, IA

16h

About The Position

The Member Service Representative (MSR) provides efficient, courteous service to credit union members while processing day-to-day financial transactions. The role calls for a member-friendly attitude and a professional demeanor, and contributes to the credit union’s commitment to exceptional member service. The MSR helps meet members’ needs efficiently and professionally and promotes products and services that support their financial well-being.

Responsibilities

Represent the credit union to members with courtesy and professionalism, and process financial transactions promptly, efficiently, and accurately.
Provide members with information in person and over the phone about credit union services and policies.
Use established sales and service techniques to discuss members’ financial needs and recommend relevant products and services.
Address members’ requests, problems, and complaints, referring them to the appropriate contact when needed.
Open new accounts, service existing accounts, set up new member files, and provide information about credit union membership.
Process member-initiated transactions, including share transfers to loan payments, share-to-share transfers, share withdrawals, and check requests.
Process member mail transactions accurately.
Research accounts to resolve discrepancies involving deposits, withdrawals, and loan payments.
Perform routine office tasks, including typing, updating member records, answering calls, filing, and shredding.
Assist members with completing payroll deduction and direct deposit forms.
Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at new account opening.
Perform other duties as needed to prioritize members’ well-being.