MEMBER SERVICES REPRESENTATIVE I (Merritt Island)

LAUNCH CREDIT UNIONMerritt Island, FL
107d

About The Position

The Member Services Representative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. MSR Is interact with members face-to-face in a fast-paced environment and are responsible for meeting their initial requests. MSR Is must be proactive in referring Launch Credit Union products/services to every member to enhance their financial wellbeing. MSR ls are also responsible for following all safety and compliance procedures to protect the assets of the Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns.

Requirements

  • A minimum of one year of similar or related experience
  • A minimum of one year of sales experience and/or identifying member/customer needs
  • A high school diploma or GED
  • Ability and willingness to identify member needs and make appropriate product/service recommendations
  • Good interpersonal skills, including displaying courtesy, tact, and diplomacy
  • Strong written, verbal, communication skills
  • Good mathematical skills and accurate cash handling skills
  • Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications
  • Must be knowledgeable or have a demonstrated ability to quickly learn and understand applicable regulations (i.e., Reg D, CC, BSA, TISA, etc.)
  • Ability to work under pressure in a fast-paced environment
  • Good judgment, decision making, and problem-solving skills

Responsibilities

  • Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash, etc.)
  • Examines checks for validity and processes them through the check scanning system
  • Balances cash drawer and checks daily
  • Verifies the member’s identity and communicates with members according to service standards
  • Educates members on credit union products and services
  • Meets production goals
  • Resolves member issues promptly and professionally
  • Maintains the highest level of confidentiality with all information obtained
  • Monitors the member-tracking system and assists members in a timely manner
  • Issues replacement debit and credit cards
  • Completes the branch End of Day sheet with checks, cash, and TCR totals
  • Assists other MSR Is as needed
  • Scans documents into the document retention system as needed
  • Processes check orders
  • Sorts the daily work for the branch
  • Checks email for updates
  • Processes and balances the ATM and posts night drop transactions
  • May assist with preparing cash/coin shipments for pick up from the cash courier service
  • May assist members with their Safe Deposit Boxes
  • Follows all Launch Credit Union policies and procedures
  • Completes compliance training assignments in a timely manner
  • Attends meetings and training sessions as required
  • Performs other duties as assigned
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