Member Service Representative

Beacon Credit Union; Marion (IN); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

Health, dental and vision insurance

Paid time off

401(k) match

Incentive/bonus program

Tuition reimbursement

and more!

Job summary

Beacon Credit Union in Indiana seeks a friendly teller to provide excellent member service while processing financial transactions, including deposits, withdrawals, loan payments, and account information updates. You will work with members face-to-face in our branch, ensuring accuracy and security in every transaction.

The role emphasizes teamwork, cross-selling Beacon products, and helping members choose solutions that fit their needs.

Qualifications

• One to twelve months prior cashing handling and customer service experience preferred.
• High School Diploma or HSE/GED required.
• Strong cash handling and member service skills; detail oriented and team oriented.

Responsibilities

• Receives and processes deposits by cash or check in person, by mail, or night depository.
• Disburses withdrawals and processes loan payments, IRA or HSA contributions.
• Answers basic questions and refers complex issues to appropriate staff.
• Welcomes members, identifies cross-sell opportunities, and directs to relevant departments.
• Maintains accurate account information on the core system and performs file updates.

Skills

Cash handling

Customer service

Team player

Cross-selling

Attention to detail

Basic computer skills

Outgoing

Excellent cash handling

Member service

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 preferredHigh School Diploma or HSEExcellent cash handling and member service skills (outgoing!)Extremely detail orientedBasic knowledge of personal computer operations and related software programsAbility to work as a team memberAbility to cross-sell Beacon products and services according to member needs

Standard position hours are Monday through Friday 8:15-5:15 and Saturday 8:45-12:15 (at least 1 Saturday off per month).

When working Saturday morning, this employee will standardly have a 1/2 day off during the same calendar week.

Hours may vary based on member center coverage needs.

Available Benefits Include:

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

Why Beacon?

At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.