Member Service Representative - 1st Gateway Credit Union : Job Details

Member Service Representative

1st Gateway Credit Union

Job Location : Teeds Grove,IA, USA

Posted on : 2024-12-17T19:14:24Z

Job Description :
Description:

Purpose:

The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor.

This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.

Requirements:

Duties and Responsibilities:

  • Member-Centric Approach: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
  • Member Centered Engagement: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
  • Issue Resolution: Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
  • Account Management: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
  • Transaction Processing: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
  • Account Reconciliation: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
  • Office Administration: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, shredding, and cleaning.
  • Product Promotion: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.

Compensation details: 15-16 Hourly Wage

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