Member Service Representative II, Full-Time (West Milwaukee)

Guardian Credit Union; West Milwaukee (WI); On-site; USD 21,000 - 28,000; Full time

Job summary

Guardian Credit Union is seeking aMember Service Representative to provide courteous and accurate service to members, handle transactions, and answer questions about credit union products. You will welcome members, process routine transactions, and assist with inquiries in a fast-paced branch environment.

The role requires strong interpersonal skills, ability to cross-sell services, and a commitment to confidentiality and accuracy. Hours vary by location; standard branch coverage applies.

Qualifications

• Education/experience: high school diploma or GED and relevant experience.
• Strong ability to process transactions accurately and confidentially.
• Ability to cross-sell products to members.

Responsibilities

• Provide members with service on transactions over the counter, by phone, and by mail.
• Handle deposits, withdrawals, loan payments, check cashing, and inquiries.
• Cross-sell products and services to meet goals.

Skills

Typing 35 wpm

Policy interpretation

Cross-sell products

Interpersonal skills

Confidentiality

Bondable

Education

High school diploma or GED

Tools

MS Office

Job description

Job Details

Job Location: WMO West Milwaukee - West Milwaukee, WI 53214

Basic Responsibilities

BASIC RESPONSIBILITIES: Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.

Our Core Values

OUR CORE VALUES:

Relationships – We treat each other, our members, and our community with respect.

Accountability – We hold ourselves to a higher standard.

Teamwork – We work together to reach our goals.

Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.

Essential Functions

• Represent the Credit Union to the members in a friendly, positive, and professional manner. Provides prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
• Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.
• Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.
• Assist MSRI in complex transactions, member questions/issues, and other misc. requests, including providing transactional overrides.
• Open sub accounts for current members, including debit card issuance, and close accounts under Credit Union guidelines, ensuring all documents and information is recorded and accurate.
• Check approval authority at manager’s discretion.
• Accurately reconcile checks and cash drawer daily.

Secondary Functions

• Perform miscellaneous duties (e.g., debit disputes, automatic transfers, foreign currency, safe deposit boxes, bond redemption, and wire transfers).
• Perform daily cash advance balancing.
• Assist in the ongoing training and education of MSRIs and new employee staff to provide the expertise necessary to perform duties effectively.

Qualifications

SKILLS AND ABILITIES REQUIRED:

Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to:

Successful completion of high school diploma or GED. A minimum of 6 months experience in a credit union or other financial institution is required.

Skills

• Ability to operate routine office equipment; typing at 35 words per minute minimum.
• Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
• Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
• Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
• Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
• Must present a professional, business-like appearance and manner.
• Must maintain confidentiality.
• Must be bondable.

Work Environment

While performing the duties of this job, the employee regularly works in an office/branch setting.

Physical Demands

• Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
• Frequently move boxes weighing up to 50 pounds across the office for various needs.
• Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Requires one to position self to maintain files in file cabinets.
• Must be able to remain in a stationary position while assisting members (majority of workday).

Travel

• Travel to different worksites is required at times.
• Must have reliable transportation.

Hours

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities