Member Services Rep III (MSR)

Naveo Credit Union•Somerville, MA

8d•$21 - $28•Hybrid

About The Position

We are seeking an ambitious and outgoing full-time Member Service Representative III to guide and support our team, provide exceptional member service, and foster strong relationships between our members and the Credit Union.

Requirements

Ability to problem solve, analyze information, and demonstrate professionalism.
Excellent organizational skills and ability to work independently and with a team.
Effective time management skills. Ability to exercise good judgment and prioritize multiple demands.
May be required to obtain NMLS.

Nice To Haves

Bachelor's degree preferred, but not required.
At least two (2) or more years of operations or credit union or financial institution experience preferred.
Comfortable with technology such as mobile services and online banking services is a plus.

Responsibilities

Encourage and maintain a positive work environment by communicating in a manner consistent with professional standards to successfully work with members, teammates, management, and vendors.
Provide outstanding service through active listening, time management, and verbal and written communication.
Process member transactions and requests including but not limited to deposits, withdrawals, loan payments, wire transfer initiation, foreign currency, account and loan inquiries, iBanking and mobile banking trouble shooting, and other services.
Create and maintain member profiles and accounts as requested by the member, ensuring accuracy of information, account titling, and documentation.
Balance teller drawer, ATM, vault, Coinstream, cash recyclers, and other branch services to ensure that the end of day totals are in balance.
Offer support to the Branch Manager and/or Assistant Branch Manager by opening and closing the branch, placing cash orders, conducting branch audits, training the team, and performing other duties as needed.
Handle loans from application to funding, guiding members throughout the process to ensure efficiency and accurate documentation and information.
Maintain knowledge of the organization, our products and services, and industry trends.
Refer and cross-sell Credit Union products and services as outlined in our Sales Program to meet the needs of our current and potential members.
Demonstrate community involvement by representing the Credit Union while working at local events.
Attend training sessions and department meetings as needed.
Comply with all state and federal regulations.
Float between branches to support the business and scheduling needs of the Credit Union.
Perform additional duties as assigned.