Member Service Representative (Part-time)
About The Position
This is a part-time, floating role that will provide coverage and support across multiple branch locations, as needed. The MSR will perform member transactions, analyze member requests to determine their financial needs, and cross-sell products and services to meet those needs. This position also assists the Branch Manager in controlling delinquency and negative shares. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union's policies and procedures, with constant attention to Alero Financial's creed, vision, mission, and goals.
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.
- 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.
- All other duties as assigned.
Benefits
- 401(k) match
- PTO
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
High school or GED
