What are the responsibilities and job description for the Member Service Representative position at Dakota Plains Credit Union?
Job Title: Member Service Representative
Reports to: Branch Manager
Purpose: Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.
Duties and Responsibilities:
1. Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
2. Provide in-person and by-telephone general and specific service-related information concerning credit union services and policies.
3. May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
4. Respond to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
5. Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
6. Handle requests from members for transfers of funds to loan payments, cash or check withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
7. Promote credit union products and services based on member’s needs.
8. Process member night deposit and mail transactions.
9. Mail receipts and checks to members as indicated by policy and procedure.
10. Provide information on investment alternatives to members wishing to deposit funds with the credit union.
11. Research accounts for deposit, withdrawal, and loan payment discrepancies.
12. Assist members in balancing their accounts.
13. Assist members with the proper completion of payroll deduction and direct deposit cards.
14. Assist members with credit or debit card disputes, PIN resets or card activation.
15. Assist members with gaining access to their virtual branch account.
16. Process transactions and balance the vault when assigned as the vault teller.
17. Provide service to members wanting access to their safety deposit box.
18. Process address changes on all programs.
19. Process requests for members who wish to close their accounts.
20. Maintain pee wee and teen mailing list and send out birthday cards and newsletters as needed.
Ideal candidate:
· Basic computer skills
· Customer service/sales
· Self-starter
· Problem solver
· Detail-oriented
· Proficient in math and computers
· Demonstrate excellent organization and communication skills.
Communication method(s) used:
- Phone
- In person
DPCU offers competitive pay with an excellent benefits package that include health, vision and dental insurance, AFLAC, 401K retirement plan, incentive pay, federal holidays, vacation and sick pay, VTO (volunteer time off), Passion for Life, as well as maternity leave. DPCU is an Equal Opportunity Employer.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
Experience level:
- No experience needed
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
Experience:
- Sales: 1 year (Preferred)
Work Location: In person