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Member Service Representative - Danville

Danville, PA

1 DAYS AGO

22893572

Summary

Danville, PA

In-Person

$15.00 per Hour

0 Years Experience

High school graduate or equivalency certificate (GED)

No Commission

40.00 hours per week / Day Shift / Full-Time

Description

POSITION PURPOSE

The Member Service Representative (MSR) is a primary service delivery employee focused on delivering solutions to potential and existing members in a positive and professional manner. The MSR will perform a wide range of transactional duties to serve the member by receiving or paying out funds with high accuracy. MSRs may be asked to travel between branches as necessary to meet business needs. ___________________________________________________________________________________

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Deliver outstanding member service. From the moment of contact (phone, digital, or in-person) MSR will be fully engaged with the member providing their undivided attention and delivering superior service.

Greet and welcome members to the Credit Union in a courteous, professional, positive, and timely manner.

Process member transactions accurately and efficiently. Process withdrawals, deposits, transfers, cash advances, loan payments, cashier checks, money orders, savings bond redemption, wire transfers, etc.

Verify transactions. Monitor deposit and withdrawal amounts; examine documents for endorsement and negotiability. Use a high attention to detail to avoid mistakes. If an error occurs, promptly respond to the issue and work to resolve the issue in a timely manner.

Perform account openings and maintenance as needed. Order credit union products for members as requested. Recommend products and services to help improve members' financial wellbeing.

Maintain privacy of member's account information

Assist members by answering questions. Actively listen and collect data to ensure member satisfaction.

Actively participate in Credit Union events and volunteering/fundraising opportunities

Accurately balance cash drawer at end of each shift.

Maintain an up-to-date and comprehensive knowledge on all Credit Union products and services; as well as knowledge of all related policies, procedures, and regulations.

Demonstrate a willingness to travel between assigned locations to help the team. Arrive at the assigned location on time with a professional appearance.

Have a positive, respectful attitude with all members, staff, and management personnel. Communicate effectively with team members and management.

Exemplify qualities such as honesty, integrity, willingness to learn, and accountability.

Perform other duties as assigned. ___________________________________________________________________________________

PERFORMANCE MEASUREMENTS

Core System Competency. MSRs will be proficient in all Core system transactions enabling them to complete all member transaction requests. MSRs are expected to complete transactions efficiently and accurately. Voids, drawer differences, and other mistakes will be considered during evaluations. This competency will be evaluated annually as part of the performance evaluation process. Policy, Procedure & Regulatory Knowledge. MSRs will understand and uphold all policy and procedures related to the business they conduct. MSRs will understand all Credit Union compliance procedures. Specifically, BSA, Funds Availability Policy, Reg Z, etc. This competency will be evaluated annually as part of the performance evaluation process. Product & Service Knowledge. MSRs will understand and promote all products and services offered by MC. This includes ongoing promotions, advertised specials, and community messaging. MSRs will assist members with the utilization of all products and services, as requested. This competency will be evaluated annually as part of the performance evaluation process. Communication Expectations. MSRs will maintain open and honest communication with members, staff, and Credit Union management. Communication tools and Credit Union technology will be used for business purposes only and in a respectful manner. This expectation will be evaluated annually as part of the performance evaluation process. Confidentiality Expectations. All member information is protected on a need-to-know basis. MSRs must address this requirement with full attention. Violations in this area are grounds for termination. ___________________________________________________________________________________

QUALIFICATIONS EDUCATION/CERTIFICATION

High School Diploma or equivalent

REQUIRED KNOWLEDGE

Financial Services experience is preferred but not required

EXPERIENCE REQUIRED

Financial Services experience is preferred but not required

SKILLS/ABILITIES

Customer service skills

Accurate cash handling

Excellent written and verbal communication skills

Excellent organizational and problem-solving abilities

Microsoft Office Suite experience

Dedicated work ethic with personal and professional integrity

Ability to undertake and complete multiple tasks while meeting deadlines

Strong desire to improve the lives and financial wellbeing of our diverse membership

Commitment to the Credit Union philosophy of "People Helping People".

General office equipment skills ___________________________________________________________________________________

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

AVERAGE HEARING

Able to hear average or normal conversations and receive ordinary information.

AVERAGE VISUAL ABILITIES

Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

PHYSICAL STRENGTH

Sedentary work: sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) ___________________________________________________________________________________

WORKING CONDITIONS NONE

No hazardous or significantly unpleasant conditions (a typical office environment) __________________________________________________________________________________________________________________

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY

Ability to deal with all members in a professional manner under any and all circumstances

MATHEMATICS ABILITY

Must be able to perform basic mathematical calculations free from errors or miscalculations

LANGUAGE ABILITY

Ability to communicate to all members in a clear and concise manner Additional Details How To Identify Potential Job Scams