Murrieta)

CALIFORNIA FEDERAL CREDIT UNION•Murrieta, CA

5h•Onsite

About The Position

The Member Service Representative (MSR) is based in a branch and is responsible for providing consistently exceptional service to our members through face to face interactions and assisting members in the completion of a variety of financial transactions, such as deposits and withdrawals, payments, and other related transactions. The MSR must also knowledgeably address member concerns and questions as well as identify opportunities for cross-selling services and products.

Requirements

Excellent customer service skills
Ability to work in a fast-paced environment
High degree of accuracy
Strong communication skills
Effective problem solving and communication skills
Ability to work well in a team oriented environment
High school diploma or GED.
One year of previous customer service, sales, and cash handling experience in retail, banking, or food service.

Nice To Haves

A background in sales and new accounts is highly desirable

Responsibilities

Provides timely and courteous service to all branch members, and assists them with financial transactions such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc.
Processes branch member transactions efficiently, accurately, and in a timely manner including servicing accounts, closing accounts, or completing related documentation.
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
Supports the achievement of unit sales goals by identifying opportunities for the cross-selling of Credit Union products and services, and referring members to the appropriate business partners.
Maintains cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents.
Has thorough knowledge of all Credit Union products and services, including but not limited to, deposit and loan products, digital and self-service opportunities, and other services offered to our members.
Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral.
Develop, expand and retain member relationship in order to increase member satisfaction.
Adhere to Branch Service Level Standards, SLA’s and Corporate initiatives.
Actively participates in marketing campaigns, promotions, sales and referral programs, contests, telemarketing, and meetings.
Performs all operational activities in compliance with applicable laws, regulations (Regulation CC, Bank Secrecy Act, etc.), and Credit Union policies and procedures.
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
Must consistently report to work on time, as scheduled.
Complete all BAI trainings and classroom courses
Performs other duties as assigned.