Member Service Representative

Beacon Credit Union; Wabash (IN); On-site; USD 32,000 - 42,000; 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

Beacon Credit Union in Indiana seeks a friendly Member Service Representative to deliver outstanding service while processing deposits, cash withdrawals, loan payments, and basic account information for members.

You will open, close and maintain consumer checking and savings accounts, CDs, IRAs, and HSAs; respond to member questions; identify cross-sell opportunities; and update core system records to ensure accuracy.

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

Responsibilities

• Receive and process deposits and cash withdrawals; balance cash drawer.
• Open, close and maintain consumer checking and savings accounts, CDs, IRAs and HSAs.
• Respond to members' basic questions concerning their accounts and refer complex issues to appropriate staff.
• Welcomes members and cross-sells services and products.
• Update basic member account information in the core system and perform file maintenance.
• May perform vault responsibilities and approve transactions for less experienced MSRs.

Skills

Cash handling

Customer service

Detail oriented

Team player

Cross-sell Beacon products

Basic computer skills

Education

High School Diploma or HSE

Tools

Basic PC 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 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 1-2 Saturdays 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.