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Member Services Representative
DEPARTMENT: Operations
REPORTS: Member Services Supervisor
PURPOSE
Serve as a liaison between the member and the credit union. Responsible for
providing account information, opening new accounts and professionally handling
members’ deposit needs.
DUTIES:
1) Represent the credit union to members in a courteous and professional manner
and provide prompt, efficient, and accurate service when processing transactions.
2) Provide in-person or by-telephone general and specific service-related
information concerning the credit union or member accounts.
3) Respond to members’ request, problems, and complaints and/or direct
them to the proper person for information or assistance.
4) Open new accounts, and service existing accounts. Set up new account files
and provide members with all necessary information for membership.
5) Educate and assist members in understanding of all credit union products
and services. Promote credit union products and services by matching member
needs to the appropriate credit union product.
6) Collect on overdrawn accounts and report charge off negative accounts to
ChexSystems.
7) Provide information on investment alternatives to members wishing to deposit
funds with the credit union.
8) Handle request from members for transfers of shares to loan payments, share
withdrawals, check requests, line of credit advances and any other transactional
request by members.
9) Set and maintain member debit card and order checks as requested by the
member.
10) Balance and maintain ATM daily and run coin count weekly.
11) Maintain continual awareness of robbery prevention and safety.
12) Assist member in opening individual retirement account or certificate
of deposit.
13) Assist in any area as directed by Member Services Supervisor.
QUALIFICATIONS:
High School graduate, good conversationalist,
reliable, organized, efficient, friendly disposition,
good typing and 10-key skills, professional appearance.
Benefits
401K Medical and Dental Insurance
Paid Leave Group Life Insurance
Tuition Reimbursement Short -term Disability
Paid Federal Holidays Long-term Disability
For consideration email resume to:
