Member Service Representative I

ADP, Inc.; Gilbert (AZ); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan with employer matching

Job summary

NGFCU in Gilbert, AZ is seeking a Member Service Representative I to promote credit union products and serve members in person or by phone. The role includes processing member inquiries, opening accounts, and supporting teller functions with accuracy and courtesy.

Under limited supervision you will cross-sell savings, loan products, IRAs, and other services while ensuring compliance with policies. Strong communication and MS Word skills are required; prior financial sales experience is a plus.

Qualifications

• Two years experience within a financial institution with demonstrated success in a sales environment.
• Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products.
• Ability to manage workflow with limited supervision.

Responsibilities

• Promote credit union products and services to members.
• Assist with member inquiries including savings and loan rates.
• Assist members with accounts, loans, IRAs and other products.
• Answer basic and non-routine member inquiries on policies and procedures.
• Process transactions and ensure accuracy and compliance.
• Provide phone support to members and support other departments as needed.

Skills

Sales experience

Customer service

Communication skills

MS Word

Education

High school diploma or equivalent

Tools

Microsoft Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Representative I

Full Time Gilbert, AZ, US

3 days ago Requisition ID: 1244

Salary Range: $23.07 To $27.00 Annually

Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, we do what we do for all the right reasons. We are owned by our members, and therefore our primary focus is helping our members fulfill their financial dreams—and it all starts with our employees.

Our workforce reflects a team of diverse and creative individuals that are dedicated to working together, demonstrating a culture of inclusion and camaraderie to each other, and then giving our best to those that we serve. Come Join Our Team!

Summary of Primary Functions

Under limited supervision will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services and investment opportunities available, with an emphasis on all current promotions. Performs assigned teller tasks associated with the processing of member transactions as required. These transactions include, but are not limited to, member inquiries, processing mail, and authorized account changes. May assist members with opening new accounts (Regular Shares, Share Draft, Money Market, Term Accounts, IRAs, etc.). May provide support to Tellers and MSRs as needed. Responsible for staying current with all applicable policies and procedures. The Member Service Representative II will also provide cross-functional support to other departments as needed. Job-sharing responsibilities may include, but are not limited to, assisting the Call Center, Consumer Lending, Card Services, and Collections departments to support operational needs and provide a seamless member experience.

Requirements

High school graduate or equivalent. Two years experience within a financial institution with demonstrated success in a sales environment. Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products. Ability to professionally assist members with all credit union products and services in accordance with all credit union policies and procedures. Expert knowledgeable of credit union products and services. Ability to manage workflow with limited supervision. Strong organizational and communication skills, with an emphasis on professionalism and delivering a high quality of member service. Must have a working knowledge of Microsoft Word and expert knowledge of the credit union’s core system.

Duties and Responsibilities

• Responsible for the promotion of credit union products and services
• Assist with daily member inquiries, including, but not limited to, savings rates, loan rates, MasterCard accounts, and account inquiries
• Assists members with all credit union products and services including, but not limited to, share accounts loan products, term accounts, and IRAs
• Answer basic and non-routine member inquiries regarding credit union policies and procedures
• Resolves both basic and non-routine member inquiries related to transaction errors
• Process loan requests in a timely manner which meets the organization’sobjectives
• Provides phone support to the members calling the Call Center
• May review and verify the releasing of all regional secured titles to appropriate parties
• Interface with loan officer on behalf ofmembersFollow-up and advise members of loandecisions
• Provide basic and routine real estateinformation
• Insure the completeness and accuracy of all documentsreceived
• Perform clerical functions including data input and typing of designatedforms
• Review and process incomingmail
• Supports management in attaining organizational goals and objectives
• Participate in ongoing Employee Self Development training sessions
• Provide support in various areas as needed
• Retrieve voice messages from credit union telephone system and distribute as appropriate
• Perform end-of-day branch reconciliation of accounting center, prepare checks received for back office processing, checks disbursed and check signer daily
• Maintain and balance teller drawer daily in accordance with all credit union policies and procedures
• Participate on an ATM balancing team
• May perform as Teller I, Teller II or MSR I as needed
• May be responsible for a remote office
• May be responsible for developing site, sponsor and vendor relationships in remote offices

NGFCU offers competitive compensation and a rich benefits package including medical, dental, vision, disability and life insurance, and a 401(k)-profit sharing plan with employer matching.

Compensation and Job Title is commensurate with experience and may fall under the following pay ranges:

MSR I - $23.07/hr to $25.00/hr

MSR II - $25.87/hr to $27.00/hr

Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn.

NGFCU is an Equal Opportunity Employer

Are you ready to launch your career? What better way for your career to take flight than at one of the most financially solid credit unions in the nation. As a not-for-profit financial institution, we do what we do for all the right reasons. We are owned by our members, and therefore our primary focus is helping our members fulfill their financial dreams—and it all starts with our employees.

Our workforce reflects a team of diverse and creative individuals that are dedicated to working together, demonstrating a culture of inclusion and camaraderie to each other, and then giving our best to those that we serve. Come Join Our Team!

Summary of Primary Functions

Under limited supervision will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services and investment opportunities available, with an emphasis on all current promotions. Performs assigned teller tasks associated with the processing of member transactions as required. These transactions include, but are not limited to, member inquiries, processing mail, and authorized account changes. May assist members with opening new accounts (Regular Shares, Share Draft, Money Market, Term Accounts, IRAs, etc.). May provide support to Tellers and MSRs as needed. Responsible for staying current with all applicable policies and procedures. The Member Service Representative II will also provide cross-functional support to other departments as needed. Job-sharing responsibilities may include, but are not limited to, assisting the Call Center, Consumer Lending, Card Services, and Collections departments to support operational needs and provide a seamless member experience.

Requirements

High school graduate or equivalent. Two years experience within a financial institution with demonstrated success in a sales environment. Expert knowledge of Teller functions, MSR functions, new accounts, member service, and loan products. Ability to professionally assist members with all credit union products and services in accordance with all credit union policies and procedures. Expert knowledgeable of credit union products and services. Ability to manage workflow with limited supervision. Strong organizational and communication skills, with an emphasis on professionalism and delivering a high quality of member service. Must have a working knowledge of Microsoft Word and expert knowledge of the credit union’s core system.

Duties and Responsibilities

• Responsible for the promotion of credit union products and services
• Assist with daily member inquiries, including, but not limited to, savings rates, loan rates, MasterCard accounts, and account inquiries
• Assists members with all credit union products and services including, but not limited to, share accounts loan products, term accounts, and IRAs
• Answer basic and non-routine member inquiries regarding credit union policies and procedures
• Resolves both basic and non-routine member inquiries related to transaction errors
• Process loan requests in a timely manner which meets the organization’sobjectives
• Provides phone support to the members calling the Call Center
• May review and verify the releasing of all regional secured titles to appropriate parties
• Interface with loan officer on behalf ofmembersFollow-up and advise members of loandecisions
• Provide basic and routine real estateinformation
• Insure the completeness and accuracy of all documentsreceived
• Perform clerical functions including data input and typing of designatedforms
• Review and process incomingmail
• Supports management in attaining organizational goals and objectives
• Participate in ongoing Employee Self Development training sessions
• Provide support in various areas as needed
• Retrieve voice messages from credit union telephone system and distribute as appropriate
• Perform end-of-day branch reconciliation of accounting center, prepare checks received for back office processing, checks disbursed and check signer daily
• Maintain and balance teller drawer daily in accordance with all credit union policies and procedures
• Participate on an ATM balancing team
• May perform as Teller I, Teller II or MSR I as needed
• May be responsible for a remote office
• May be responsible for developing site, sponsor and vendor relationships in remote offices

NGFCU offers competitive compensation and a rich benefits package including medical, dental, vision, disability and life insurance, and a 401(k)-profit sharing plan with employer matching.

Compensation and Job Title is commensurate with experience and may fall under the following pay ranges:

MSR I - $23.07/hr to $25.00/hr

MSR II - $25.87/hr to $27.00/hr

Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn.

NGFCU is an Equal Opportunity Employer

Monday through Friday 8:00 am to 5:00 pm
40 hours