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Member Service Representative

Job

NEW Credit Union

Peshtigo, WI (In Person)

Full-Time

Posted 4 weeks ago (Updated 3 weeks ago) • Actively hiring

Expires 7/4/2026

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Job Description

Greet and welcome members and visitors in a courteous, professional manner. Process member transactions efficiently, accurately, and promptly. Provide general and specific information regarding credit union products and services in-person, by phone, or via electronic communication (email, voicemail, etc.). Respond to member inquiries, problems, and complaints, or refer them to the appropriate personnel. Open new accounts and service existing ones, ensuring all membership documentation is complete.
Handle member requests such as:
Share transfers and withdrawals Loan payments Check requests Share certificate transactions Educate members about credit union products and services based on their financial needs. Process mail and night deposit transactions; open and close vaults. Mail receipts and checks in accordance with policy and procedures. Research and resolve discrepancies in deposits, withdrawals, and loan payments. Provide basic investment information to members. Assist members with balancing their accounts. Complete forms for payroll deduction, automatic transfers, and direct deposits. Open and maintain Individual Retirement Accounts (IRAs); process IRA transactions. Complete CVR (Certificate of Vehicle Registration) renewals. Perform daily branch closing duties, including vault balancing and security protocols. Conduct account verifications in a timely manner. Answer incoming phone calls as needed. Perform additional duties as assigned by management.
Education & Experience:
High school diploma or equivalent required.
Physical & Professional Requirements:
Ability to stand for prolonged periods. Ability to squat and reach as necessary. Must be able to lift up to 20 lbs. Strong professional communication and interpersonal skills. Ability to work independently and collaboratively within a team. The Member Service Representative (MSR) serves as a liaison between members and the credit union. This role involves providing prompt and professional service in-person, by phone, or electronically. The MSR assists with account services, promotes credit union products, and ensures members' financial needs are met efficiently and accurately.