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Member Service Representative
Career Insights for Financial Services Representative
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Scorecard
Based on New Jersey data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$75,034 / year median in New Jersey
-10% projected decline
Job Description
Must be able to work at ALL branches.
GENERAL DESCRIPTION OF POSITION
The role of the Member Service Representative I is to assist members with in-office products and services offered by the Branch Operations department. Additionally, MSR I will perform all duties listed in the Teller job description.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Greet members and welcome them to the Credit Union (in-person & phone) in a courteous, professional, and timely manner. Perform all responsibilities of the Teller position with a focus on high-level member service and accuracy. See also Teller job description.
• Adhere to all security procedures as well as other departmental policies and procedures. Learn NCUA/banking regulations and procedures regarding member accounts. Perform duties in accordance with Credit Union and banking compliance requirements. Competently process requests to open all account on the Truth-in-Savings. Assure proper maintenance, cleanliness, and security of work area, desks, equipment, etc. Process deposited checks by scanning and reconcile morning work. Perform late notice printing and processing. Coin Machine - empty, balance, and prepare for pickup. Process member check order through Deluxe. Process savings bond redemptions. Perform vault cash handling duties which includes counting, selling back, and proving the vault. Complete continued education through webinars, videos, and other training methods. Assist supervisors on additional duties of the Branch Operations department. Will work on Thursdays and Fridays until closing as needed. Will work a minimum of 2 Saturdays per month. Perform other duties as required by management.
KNOWLEDGE REQUIREMENTS
Have complete knowledge of Teller operations and procedures; Core System Have complete knowledge of Credit Union products and services Have complete knowledge of Member Service operations and procedures Have thorough understanding and knowledge of Credit Union operations, principals, and practices Have working knowledge of web-based technology and computers
EXPERIENCE REQUIREMENTS
Successful completion of Credit Union Teller position training Successful completion of Member Service Credit Union position training
Job Type:
Full-time Pay:
From $19.00 per hour
Benefits:
401(k) 3% Match Dental insurance Health insurance Health savings account Life insurance Paid sick time Paid time off Paid training Vision insurance Ability to
Relocate:
Milford, NJ 08848: Relocate before starting work (Required)
Work Location:
In person