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.
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.Information Resource: Provide information to members in person and over the phone regarding credit union services and policies.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.Mail Transactions: Process member mail transactions with meticulous attention to accuracy.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, and shredding.Payroll Deductions and Direct Deposits: Assist members in completing payroll deduction and direct deposit forms correctly.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.Additional Responsibilities: Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.PI12d135ee3d68-9231
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