SUMMARY:
The Member Service Representative will report directly to the Director of Operations. Under minimal supervision the MSR is responsible in handling all member service request and ensure adherence to policies procedures and compliance. The MSR must have the ability to travel to other branches for support and coverage as needed.
RESPONSIBILITIES:
- Assist members with teller transactions account maintenance and inquiries regarding products and services.
- Assist members with opening and closing accounts and addresses and resolves member problems inquiries or complaints.
- Maintain accuracy via transactions and information provided in person during calls and emails.
- Act as a liaison between members and departments providing insight to trends that may be impacting member service.
- Trouble and resolve member and internal inquiries in a timely manner.
- Actively crosssell products and services to members to achieve or exceed established individual and branch sales goals.
- Respond to online banking requests emails and messages.
- Assist other departments and cross train in the backoffice Operations functions.
- Perform other duties as assigned
PERFORMANCE MEASUREMENTS:
- Provide informed prompt and accurate service to all members by greeting members immediately.
- Open all accounts certificates of deposit and other Credit Union products or service in accordance with regulations ensuring all related forms and documents are completed and filed/scanned in a timely manner.
- Carry out assigned duties and responsibilities with minimal errors according to established branch and credit union standards/procedures.
- Actively crosssell products and services to members to achieve or exceed established individual and branch sales goals.
- Troubleshoot and resolve member and internal inquiries in a timely and accurate manner communicating the resolution to affected parties.
- Ensure compliance with all applicable Credit Union policies procedures and regulations.
- Maintain a professional work environment and businesslike appearance according to credit union policy.
REQUIREMENTS:
- One to three years minimum of similar or related experience
- Banking or Credit Union experience preferred
- Employee must be professional dependable and flexible
- Excellent Communication Skills
- Excellent Organizational Skills
- Enthusiastic towards job functions and duties
- Capable of working independently with little or no supervision
- SelfMotivator and ability to formulate solutions
- Windows Word Excel and Internet proficiency.
- Ability to prioritize tasks
- Ability to travel to other branches for support
Required Experience:
Unclear Seniority