Member Service Representative
About The Position
The Member Service Representative (MSR) is responsible for performing member transactions, analyzing member requests to determine their financial needs, and cross-selling products and services to meet those needs. This position will also assist the Branch Manager in controlling delinquency and negative shares. This is a floating role that will provide coverage and support across multiple branch locations as needed. Duties must be accomplished in compliance with federal and state laws, credit union policies and procedures, and 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.
- Limited travel may be necessary.
Responsibilities
- Perform all types of member financial transactions, including account maintenance.
- Follow all credit union policies and procedures.
- 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.
- Perform other duties as assigned.
Benefits
- Health, Vision, Dental Insurance
- Long-term Disability Insurance
- Critical Illness
- Life Insurance
- 401(k) match
- Profit sharing
- PTO
- Flexible Spending Account
- Tuition Reimbursement
- Pet Insurance
- Commuter Benefit
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
