Member Service Representative - Illinois Float Position

1st Gateway; Illinois; On-site; USD 21,000 - 26,000; Full time

Job summary

1st Gateway in Illinois seeks a Member Service Representative to deliver courteous service and efficiently handle daily financial transactions. The role requires a friendly, professional demeanor and will involve travel to Sterling, Fulton, Morrison, and Prophetstown offices with mileage reimbursed.

You will train at the Camanche, IA location for about three weeks, then open new accounts, process transfers and deposits, and promote credit union products to meet member needs.

Qualifications

• Member-friendly attitude and professional, courteous demeanor.

Responsibilities

• Represent the credit union to members with courtesy and professionalism, ensuring prompt, accurate processing of financial transactions.
• Provide information to members in person and over the phone regarding credit union services and policies.
• Engage members in conversations about financial needs and recommend products and services aligned with those needs.
• Open new accounts and service existing ones; set up new member files and furnish comprehensive information related to credit union membership.
• Process member requests for share transfers, loan payments, share-to-share transfers, share withdrawals, check requests, and other member transactions.
• Process member mail transactions with meticulous attention to accuracy.
• Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
• Undertake routine office tasks including typing, updating member records, answering phone calls, filing, and shredding.
• Assist members in completing payroll deduction and direct deposit forms correctly.
• Promote credit union products and services based on member needs and creditworthiness; consider Beacon scores at account opening.
• Undertake other duties, whether random or ongoing, to ensure member well-being.

Job description

Description

This position will require travel to our Illinois offices in Sterling, Fulton, Morrison, and Prophetstown. Mileage and drive time are reimbursed in accordance with company policies.

The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor.

This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.

This position is available immediately!

Upon hire, you will train at the Camanche, IA location for approximately three weeks.

Requirements

Duties and Responsibilities

• Member-Centric Approach: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
• Information Resource: Provide information to members in person and over the phone regarding credit union services and policies.
• Member Centered Engagement: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
• Issue Resolution: Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
• Account Management: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
• Transaction Processing: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
• Mail Transactions: Process member mail transactions with meticulous attention to accuracy.
• Account Reconciliation: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
• Office Administration: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.
• Payroll Deductions and Direct Deposits: Assist members in completing payroll deduction and direct deposit forms correctly.
• Product Promotion: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
• Additional Responsibilities: Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.