What are the responsibilities and job description for the Member Service Representative (MSR) position at University Credit Union?
SUMMARY:
The Member Service Representative assists new and existing members of the Credit Union with all of their account transactions and uncovers sales opportunities offered by University Credit Union as a part of an active, member driven “World Class” service and sales culture. In addition, this position acts as a resource in identifying and resolving member servicing issues.
DUTIES AND RESPONSIBILITIES:
- Consistently provide an outstanding member experience, with a member first attitude.
- Accurately process all financial service transactions, maintain responsibility for cash drawer, and follow proper balancing procedures.
- Service new and existing deposit and loan accounts, and perform new account processing.
- Proactively advise members on our products and services, by effectively interacting with members on how to take advantage of its benefits and features.
- Achieve personal goals in deposits, loans, and referrals and assist the Branch in reaching new business development goals.
- Comply with regulations, credit union policies and procedures, and security procedures.
- Performs other job related duties as assigned.
REQUIREMENTS:
- Meet and exceed financial, and production goals.
- To proactively develop, improve, and expand knowledge/skills while striving for performance excellence.
- Accurately complete all member requested, transactions and data input accounting to Jetstream policies and procedures.
- Ensure complete adherence to established policies and procedures paying special attention to balancing requirements.
KNOWLEDGE AND SKILLS:
- High school diploma or equivalent required, with one to two years of similar or related experience in a financial environment.
- 1 year of College preferred.
- Organized, self-starter, knowledge of loan processing, accurate, detailed, professional, well groomed, articulate, written skills, knowledge/proficiency in Excel and Word.
- A minimum of two years of Cash Handling experience is required.
- A minimum of two years of experience as a Teller at a full-service financial institution is preferred.
- Ability to articulate clearly both verbally and in writing.
- Good reasoning abilities and sound judgment.
- Working knowledge of computer software programs, including word processing.
- Ability to handle detailed work.
- Basic understanding of Credit Union operations, including opening and closing accounts, loans and certificate procedures.
- A thorough knowledge of Teller and Member Service Representative operations and procedures.
- Understanding of the Credit Union philosophy.
- Knowledge of basic accounting procedures.
- Excellent communication skills with ability to be concise, clear and consistent
- Demonstrated effective problem-solving skills.
- Demonstrated ability to schedule and prioritize work.
- Demonstrated ability to work independently and within deadlines.
- Bi-lingual (English & Spanish)
WORK BENEFITS:
- Medical
- Dental
- Vision
- Life AD&D
- LTD
- Paid Holidays
- 2 Float/Personal Days
- Accrued Vacation & Sick Time
- Positive, professional, fun and productive work environment.
JOB TYPE:
- Full-time
BENEFITS:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
PHYSICAL SETTING:
- Office
SCHEDULE:
- Day shift
EDUCATION:
- High School Diploma or equivalent (Required)
EXPERIENCE:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- Sales: 1 year (Preferred)
Work Location: One location
Customer Service Representative/Team Member
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