What are the responsibilities and job description for the Member service representative position at 1st Gateway Credit Union?
Description :
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.
When necessary, this position will require travel to our Illinois offices in Fulton, Morrison, and Prophetstown. Mileage and drive time are reimbursed in accordance with company policies.
This position is available immediately! Upon hire, you will train at the Camanche, IA location.
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.
- 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 : Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.
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Last updated : 2024-03-23