Member Service Representative

GreenState Insurance Services LLC; Waterloo (IA); Vor Ort; USD 23.000 - 579.000; Vollzeit

Zusammenfassung

GreenState Credit Union in Waterloo, IA seeks a Member Service Representative (MSR) to deliver high-quality member service across daily transactions and inquiries. This front-line role acts as the face of the credit union, requiring accuracy, integrity, teamwork, and a commitment to service excellence.

Hours are Monday–Friday 8:30am–5:30pm with added Saturday shifts. Qualified candidates will demonstrate cash handling accuracy, strong interpersonal skills, and the ability to balance daily

Qualifikationen

• High school diploma or GED required.
• Cash handling, sales and customer service experience desired.
• Must be bondable.
• Accuracy in handling cash and daily transactions.
• Strong interpersonal and communication skills.

Aufgaben

• Provide excellent member service for all transactions and inquiries.
• Balance and reconcile cash drawer; maintain confidentiality of member information.
• Assist with opening/closing procedures and security measures.
• Refer members to specialized departments for products and services.
• Perform routine member transactions (deposits, withdrawals, transfers, checks, etc.).

Kenntnisse

Customer service

Cash handling

Interpersonal skills

Attention to detail

Communication skills

Teamwork

Proficiency with computers

Ausbildung

High school diploma or GED

Tools

Excel

Word

Database applications

Spreadsheets

Jobbeschreibung

Position Summary

The primary duties/responsibilities of the Member Service Representative (MSR) include quality, responsive, and professional member service to all members and staff of GreenState Credit Union in all daily transactions and inquiries. Provides information and/or answers questions regarding transactions and all Credit Union products and services. This position is the front line to our members and the face of the credit union. Service starts with this key role and they are our service champions. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork and continually look for improvement within their role.

GREENSTATE CULTURE:

At GreenState,ourpurpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now andin the future—isdeeplyrooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment tolivingour values is what brings our mission to life.

Hours:

Monday - Friday 8:30am to 5:30pm

Saturdays 8:45am - 12:15pm

Pay range for this hourly position is $17.39 - 420.33/hr with a monthly incentive opportunity and a progressive benefits package.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

• Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners.
• Makes weekly outbound service calls to members.
• Answers member questions or refer members to appropriate departments or supervisors.
• Assists with member account discrepancies, statement problems, complaints and escalates as necessary.
• Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials.
• Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served.
• Maintains a satisfactory balancing record.
• Educates members and staff of the features and benefits of all our products and services.
• Refers products and services that benefit members to achieve team goals.
• Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation.
• Processes mail and night deposit transactions.
• Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders.
• Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day.
• Complete daily work including balancing and reconciliation of drawer offages.
• Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand .
• Assists in security procedures. Has access to and is accountable for office keys and combinations.
• Balances, maintains, and corrects the coin machine and cash recyclers.
• Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events.

Job Requirements/Expectations

• Interpersonal skills to represent the Credit Union in a positive way.
• High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty.
• Thorough knowledge of deposit products and regulations.
• Accuracy in the handling of cash, recording daily transactions, and attention to detail.
• Good telephone manners and techniques.
• Ability to work with minimal direction and exercise sound judgment.
• Member account problem-solving skills.
• Proficiency with related computer applications, spreadsheets, word processing, and database applications.
• Ability to develop and maintain effective working relationships as a cohesive team.
• High school diploma or the equivalent (i.e. GED).
• Cash handling, sales, and customer service experience desired.
• Must be bondable.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

Reporting Relationship

Reports to the Manager Retail Branch as assigned.

Supervisory Responsibilities

This position is not responsible for supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID