Member Service Representative

Beacon Credit Union; Salem (IN); On-site; USD 30,000 - 40,000; Full time

Job summary

A leading credit union is seeking a Member Services Representative to provide excellent service while assisting members with transactions. Responsibilities include processing deposits and withdrawals, maintaining accounts, and identifying sales opportunities. Ideal candidates should possess cash handling experience, a high school diploma, and strong service skills.

Benefits

Health, dental and vision insurance

Paid time off

401(k) match

Incentive/bonus program

Tuition reimbursement

Qualifications

• 1-12 months experience in cash handling and customer service preferred.
• Detail-oriented individual with excellent member service skills.
• Basic knowledge of relevant software programs.

Responsibilities

• Processes deposits and disburses withdrawals.
• Balances cash drawer and daily transactions.
• Welcomes members and assists with account inquiries.

Skills

Excellent cash handling

Member service skills

Attention to detail

Teamwork

Cross-selling

Education

High School Diploma or HSE

Tools

Personal computer operations

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, gift cards, 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 are Monday through Friday 8:15-5:15 and Saturday 8:45-12:15 (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!