Member Service Representative
Beacon Credit Union•Auburn, IN
•Onsite
About The Position
This role provides excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information. The position involves welcoming members, providing routine information about products and services, identifying cross-sell opportunities, and updating basic member account information. The role also requires referring complex issues to appropriate staff and performing other assigned duties.
Requirements
- High School Diploma or HSE
- Excellent cash handling and member service skills (outgoing!)
- 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 prior cashing handling and customer service experience preferred
Responsibilities
- Receives and processes deposits by cash or check via in person, night depository, or by mail.
- Disburses share withdrawals by cash or check.
- Processes coin.
- Receives and processes loan payments and IRA or HSA contributions.
- Processes Visa payments and cash advances.
- Sells money orders and cashier's checks to members.
- Balances cash drawer and daily transactions.
- Scans 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, IRA's and HSA's.
- Responds to members basic questions concerning their accounts.
- Refers issues that are beyond their knowledge or authority to the appropriate staff member.
- Welcomes members and provides routine information concerning products and services.
- Identifies cross-sell opportunities and cross-sells services to members.
- Directs members to appropriate department for specific information and service.
- Updates basic member account information on core system and performs file maintenance.
- Performs other duties as assigned.
Benefits
- Health, dental and vision insurance
- Paid time off
- 401(k) match
- Incentive/bonus program
- Tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
