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. I nformation

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 :

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