MSR Service

MCT Credit UnionPort Neches, TX
Onsite

About The Position

Responsible for performing a broad variety of member services such as opening and closing accounts, renewing certificate accounts, and assisting members with their accounts. Answers member questions regarding Credit Union services provided and performs a variety of account maintenance. Cross-sells services and performs related receptionist and secretarial functions as required. Assists or refers members with any and all questions or problems that arise. Attends to all telephone inquiries and transactions for members. Provides general Credit Union information and cross-sells services.

Requirements

  • High school graduate or equivalent.
  • Member Service operations and procedures.
  • Basic understanding of Credit Union operations.
  • One year to three years of similar or related experience.
  • Good communication skills.
  • Professional appearance, dress, and attitude.
  • Good math skills.
  • Ability to operate related computer applications, and other business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
  • Good typing skills.

Responsibilities

  • Presents and explains Credit Union services and products to members and assists in meeting their financial needs. Opens and closes accounts. Orders checks for member accounts. Completes payroll deductions and authorization forms.
  • Answers questions and solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party. Resolves member bookkeeping and checking account problems. Takes stop payment orders.
  • Renews and updates certificate accounts.
  • Receives and directs members and telephone calls. Responds to inquiries and questions, or direct them as necessary. Records and relays messages.
  • Performs file maintenance and account changes as needed.
  • Maintains IRA accounts and answers questions regarding IRAs.
  • Resolves member requests and questions promptly, courteously, and professionally.
  • Keeps members informed of Credit Union services and policies.
  • Maintains and projects the Credit Union's professional reputation.
  • Assists area personnel as required.
  • Keeps supervisor informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends meetings as required.
  • Actively and professionally cross-sells Credit Union services.
  • Performs related clerical and secretarial duties as needed.
  • Ensures that the work area is clean, secure, and well maintained.
  • Performs research and NSF duties as needed.
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