Member Service Representative

beaconcu; Concord (NH); On-site; USD 30,000 - 45,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Paid time off

401(k) match

Incentive/bonus program

Tuition reimbursement

Job summary

beaconcu in Concord, NH, is seeking a detail-oriented Customer Service Representative to assist members with financial transactions and account inquiries. This role involves processing cash transactions, maintaining accounts, and providing excellent member service.

Candidates should have customer service experience, a high school diploma, and strong cash handling skills. Benefits include health insurance, paid time off, and a 401(k) match.

Qualifications

• One to twelve months prior cash handling and customer service experience preferred.
• Excellent cash handling and member service skills.
• Basic knowledge of personal computer operations and related software programs.

Responsibilities

• Process deposits and withdrawals in person, by mail, or via night depository.
• Open and maintain consumer accounts, CDs, IRAs, and HSAs.
• Provide accurate information and direct members to appropriate departments.

Skills

Cash handling

Customer service

Detail orientation

Teamwork

Cross-selling

Education

High School Diploma or HSE

Job description

Role

To provide excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information.

Major Duties and Responsibilities

• Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin. Receives and processes loan payments and IRA or HSA contributions. Processes Visa payments and cash advances. Sells money orders and cashier's checks to members. Balances cash drawer and daily transactions. Scans checks and teller work daily. May perform vault responsibilities and approve transactions for less experienced MSRs.
• May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's.
• Responds to members basic questions concerning their accounts. Refers issues that are beyond their knowledge or authority to the appropriate staff member.
• Welcomes members and provides routine information concerning products and services. Identifies cross‑sell opportunities and cross‑sells services to members. Directs members to appropriate department for specific information and service.
• Updates basic member account information on core system and performs file maintenance.
• Performs other duties as assigned.

Position Qualifications

• One to twelve months prior cashing handling and customer service experience preferred
• High School Diploma or HSE
• Excellent cash handling and member service skills (outgoing!)
• Extremely detail oriented
• Basic knowledge of personal computer operations and related software programs
• Ability to work as a team member
• Ability to cross‑sell Beacon products and services according to member needs

Standard Position Hours

Standard position hours are Monday through Friday 8:15-5 and Saturday 8:45-12 (2 Saturday off per month). When working Saturday morning, this employee will standardly have a half day off during the same calendar week. Hours may vary based on member center coverage needs.

Available Benefits

• Health, dental and vision insurance
• Paid time off
• 401(k) match
• Incentive/bonus program
• Tuition reimbursement