Part-Time Member Service Representative

Municipal Credit Union-posted 8 months ago

$16 - $24/Yr

Part-time • Entry Level

Credit Intermediation and Related Activities

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At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. The Member Service Representative (MSR) will provide an excellent experience with the ability to serve a member with any request, including new account(s) needs, maintenance on accounts, loan applications and/or teller transactions. Heavily focused on new accounts and servicing in the branch, an MSR is able to drive new members and additional products per member while providing an excellent experience for any member.

Ensure excellent member service; every member, every transaction, every time.
Conduct member interviews to uncover the needs of members to better help improve their overall financial situation.
Process the opening and overall onboarding of new members.
Perform account maintenance, changes, servicing, etc. on existing accounts.
Ensure proper documentation and signatures are obtained for all member interactions to stay in compliance with rules and regulations as well as MCU policy and procedures.
Process loan applications, collecting all necessary documentation and adhering to underwriting requirements to prepare for loan booking.
Ensure fully complete loan applications for those loans that will be underwritten by centralized underwriting; ensure all data is properly documented the first time for the most efficient experience.
Cross-sell additional products and services to best fit member need(s).
Effectively manage new account and loan pipeline with proper follow-up for members in order to close effectively and efficiently.
Meet / exceed sales goals for all key metrics of branch growth including but not exclusively new members, new checking accounts, and new loan bookings.
Assist branch team members in driving referrals for new accounts and loans.
May perform outbound calls including service lists, lead lists, referral follow-up, etc. in order to meet / exceed sales and service goals.
May be assigned online loan applications to complete; follow up with the members and ensure an effective and efficient closing.
Maintain comprehensive knowledge of MCU products and services.
Maintain comprehensive knowledge of credit union policies and procedures as well as applicable rules and regulations and how they apply to MCUs eBranch environment.
Back up teller line as needed.
Assist in management of lobby member flow to ensure members move through the branch environment in the most efficient and effective manner.
Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance.
Perform other duties as required.

High School diploma
Minimum two years of prior banking or customer service/sales experience

Competitive compensation, medical and dental benefits.
401K with employer contribution
Flexible paid time off

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