Member Service Rep Specialist FT

JetStream Federal Credit Union; Miami, Northern (FL, KY); Hybrid; USD 34,000 - 52,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Employee assistance program

Health insurance

Life insurance

Paid time off

Tuition reimbursement

Vision insurance

Job summary

JetStream Federal Credit Union in Miami Lakes, FL seeks a full-time Member Service Rep Specialist. The MSR II assists members with account transactions, opens new accounts, inputs loan applications, and uncovers sales opportunities, serving as a resource for resolving servicing issues.

Requirements include 2+ years of related experience, a high school diploma or GED, and strong communication and organizational skills. On-site role in a fast-paced credit union environment.

Qualifications

• 2+ years of related experience preferred.
• High school diploma or GED required; 2-year degree preferred.
• Strong communication and organizational skills needed.

Responsibilities

• Provide outstanding member experience with a member-first attitude.
• Accurately process transactions and balance the cash drawer.
• Service deposits, loans, and new accounts; input applications.
• Identify and discuss product benefits; refer to the relationship team.
• Meet deposits, loans, and referrals targets; support branch growth.
• Follow regulations and credit union policies and security procedures.
• Perform other duties as assigned.

Skills

Customer service

Cash handling

Sales skills

Communication

Microsoft Office

Teamwork

Education

High school diploma or GED

2-year degree preferred

Tools

CRM software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Rep Specialist FT

Full Time Clerical Miami Lakes, FL, US

Role:

The MSR II Specialist assists new and existing members of the Credit Union with all of their account transactions and uncovers sales opportunities. In addition, position acts as a resource in identifying and resolving member servicing issues. The teller is an extension of the sales team and may open new accounts, input loan applications, and through conversations with members uncover financial needs, communicates product/ promotional opportunities, and refers members to the branch relationship management team.

Essential Functions & 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.

Performance Measurements:

1. To provide timely, accurate, professional and confidential administrative support.

2. Meet and exceed TRAIL, financial, and production goals.

3. To proactively develop, improve, and expand knowledge/skills while striving for performance excellence.

4. Accurately complete all member requested, transactions and data input accounting to Jetstream policies and procedures.

5. Ensure complete adherence to established policies and procedures paying special attention to balancing requirements.

Knowledge and Skills:

Experience 2+ years of similar or related experience required.

Education:

A high school education or GED, 2-year degree (Preferred)

Interpersonal Skills:

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

• Strong organization skills to handle multiple tasks in a fast-paced environment
• 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
• Proficient in Microsoft Office

Physical Requirements

• Must be able to do same day travel to Miami-Dade county branch locations as needed.
• Must be able to regularly talk, hear, and operate a computer keyboard and mouse.
• Must be able to sit or stand for extended periods of time.
• Occasionally lift, pull/push, and carry up to 25 pounds.
• Highly interactive environment requires the ability and desire to actively engage members.
• Frequent computer use at a workstation.
• Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting.
• Exposure to high-stress, fast-paced, deadline-oriented environment.

Job Type: Full-time

Benefits:401(k)401(k) matching; Dental insurance; Employee assistance program; Health insurance; Life insurance; Paid time off; Tuition reimbursement; Vision insurance; Schedule:8 hour shift; Monday to Friday.