Member Service Representative

Witt/Kieffer; City of Rochester (NY); On-site; USD 28,929 - 30,307; Full time

Job summary

A local credit union in Rochester is seeking a Member Service Representative to serve members and promote financial products. This full-time position requires excellent communication skills and the ability to work independently. Responsibilities include processing transactions, assisting with loan applications, and achieving sales goals. The role offers a competitive salary ranging from $21.00 to $22.00 per hour.

Qualifications

• Six months to two years of similar or related experience.
• Ability to work independently in the absence of management.
• Possession or ability to obtain a Notary commission within six months.

Responsibilities

• Serve financial needs of members professionally and efficiently.
• Promote all AFCU products and services while exceeding sales goals.
• Process routine transactions and loan applications.

Skills

Excellent communication skills

Customer service

Sales ability

Education

High school education or GED

Job description

About the Organization

Advantage Federal Credit Union is a Not-for-Profit financial organization, wholly and locally owned and operated by and for its members. Our mission is to be every member's first choice for financial services. Community is at the root of Advantage FCU as well as the heart and soul of the credit union. We are actively involved with the Rochester community and we support many foundations, charities and organizations.

Location

Broad Street

Description

AFCU is actively recruiting for a Member Service Representative at the Broad Street branch.

The salary range for this position is $21.00 per hour - $22.00 per hour.

The member service representative serves the financial needs of members professionally, efficiently and confidentially. Actively promotes all AFCU products and services while exceeding defined sales goals. Maintains a friendly, approachable and professional attitude in servicing members according to credit union expectations; businesslike appearance. Maintains current knowledge of all credit union policies, products, procedures and related services, and advises members on those that best meet their needs. Opens and accurately services members with accounts and general services. Maintains expertise and accuracy in processing various aspects of loan products and services; from application to disbursement and post‑closing servicing; such as understanding and assisting members with applications, repayment terms, credit reporting and related analyses, etc. Accurately processes routine transactions and loan applications in person, by phone and by mail. Assists other areas of the branch to maintain service levels and operations of the branch (i.e., acts as teller). Understands and assists with general branch operations that include: ability to open/close branch; audit assistance; and participation in SEG and other sales activities to generate business. Attends in‑house and assigned training as directed. Possesses or obtains a Notary commission within six months of employment. Able to work independently in the absence of management for short periods of time. Achieves sales and other personal goals and efforts to help the branch achieve related goals. Actively participates in the coaching process. Supports all aspects of branch sales, operations and servicing in the absence of management. In a SEG branch, the MSR is expected to assume greater responsibility. The MSR assists management in maintaining defined audit, cash handling and cash ordering procedures. Orders supplies from in‑house and outside vendors. Assists in other branch operational duties. Operates independently in the absence of the Branch Manager. Performs other job‑related duties as assigned (i.e., supplies).

Position Requirements

Six months to two years of similar or related experience. A high school education or GED. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Excellent communication skills — verbal and written.

Category: Branch Administration

Exempt/Non‑Exempt: Non‑Exempt

Full‑Time/Part‑Time: Full‑Time

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.