Member Service Representative

ADP, Inc.; Bristol (CT); On-site; USD 26,000 - 40,000; Full time

Benefits offered by this job

Long-term Disability Insurance

Critical Illness

Life Insurance

401(k) match

Profit sharing

PTO

Flexible Spending Account

Tuition Reimbursement

Pet Insurance

Job summary

Alero Financial is seeking a Member Service Representative to perform member transactions, analyze requests, and cross-sell products to meet member needs while ensuring compliance with federal/state laws and with credit union policies and with Alero Financial's creed and goals.

The role requires handling new accounts, balancing cash drawer, assisting inquiries, processing checks, and supporting reporting and business development activities.

Qualifications

• High school graduate.
• Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
• Excellent math, written and verbal communication skills. Limited travel may be necessary.
• Ability to travel to other branches as needed.

Responsibilities

• Perform all types of member financial transactions, including account maintenance.
• Follow all credit union policies and procedures.
• Process new accounts, verifying identity and eligibility.
• Balance cash drawer and report discrepancies.
• Assist member inquiries and general questions regarding the credit union.
• Process checks/orders and related tasks.
• Assist in branch collection and negative shares process.
• Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
• Sell credit union services that provide maximum benefit to both member and credit union.
• Resolve member problems and follow up to ensure satisfaction.
• Assist Branch Manager in achieving corporate and branch goals.

Skills

Cash handling

Communication skills

Math skills

Customer service

Education

High school diploma

Job description

Full Salary Range:$19.38/hr - $29.06/hr

Primary Responsibilities:

Perform member transactions, analyze member requests to determine their financial needs and cross-sell products and services to meet those needs. Assist Branch Manager in controlling delinquency and negative shares. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union's policies and procedures and with constant attention to Alero Financial's creed, vision, mission and goals.

Duties and Responsibilities:

Perform all types of member financial transactions, including account maintenance.

• Follow all credit union policies and procedures.
• Process new accounts, verifying identity and eligibility.
• Reconcile and balance assigned cash drawer, reporting discrepancies to Senior MSR, Assistant Branch Manager or Branch Manager.
• Assist with member in person/telephone inquiries and general questions regarding the credit union.
• Prepare and balance checks received.
• Process mail, night depository and ATM transactions.
• Scan correspondence, member files, loan files, etc.
• Perform new member welcome calls.
• Complete daily, weekly and monthly reports as assigned.
• Process check orders and/or plastic card orders.
• Assist in branch collection and negative shares process.
• Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
• Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union.
• Resolve member problems, obtain information, research records and follow up on details to resolve matters to members' satisfaction.
• Assist Branch Manager in achieving corporate and branch goals and objectives.
• All other duties as assigned.

Qualifications:

• High school graduate.
• Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
• Excellent math, written and verbal communication skills. Limited travel may be necessary.
• Ability to travel to other branches as needed.
• Long-term Disability Insurance
• Critical Illness
• Life Insurance
• 401(k) match
• Profit sharing
• PTO
• Flexible Spending Account
• Tuition Reimbursement
• Pet Insurance

While performing the duties of this job, the employee is frequently required to sit, view information on a computer screen, and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.