Member Service Representitive

Expedition Credit Union; Woodbury (MN); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

401(k) with match

Medical/Dental insurance

Health Savings Account

Paid time off

Many paid federal holidays off

Professional development assistance

Tuition reimbursement

Opportunities to advance

Job summary

Expedition Credit Union in Woodbury, MN is seeking a friendly Member Service Representative to join our Front Office team. This full-time role handles cash drawers, assists members with account needs, and promotes our products and services.

You will be the first point of contact for members, delivering best-in-class service by phone and in person, meeting performance goals, and learning regulatory requirements to protect members and the credit union.

Qualifications

• Basic math skills and cash handling to count cash and balance drawer.
• Prior experience in a credit union or bank as MSR or teller is beneficial but not required (training provided).
• Excellent verbal communication and an outgoing, energetic attitude.
• 2+ years in sales, retail, or customer service with proven goal achievement.
• Organized and detail-oriented.
• Knowledge of all products and services offered by the credit union.
• Willingness to learn regulatory/compliance requirements relevant to the role.

Responsibilities

• Operate and balance cash drawers daily with minimal balancing errors.
• Sales experience to promote products and services to members.
• Meet individual performance goals and contribute to branch and credit union goals.
• Serve as the primary point of contact for members, providing best-in-class service and informed recommendations.
• Deliver exceptional customer service in person and over the phone.
• Open new deposit accounts (savings, checking) and conduct inbound/outbound calls.
• Educate members on Expedition CU offerings to meet their needs.
• Identify referral opportunities to other staff/departments through rapport with members.
• Operate and balance cash drawer daily with minimal errors.
• Protect assets and mitigate risk by identifying fraudulent or suspicious activity.

Skills

Cash handling

Sales experience

Customer service

Verbal communication

Organization

Product knowledge

Regulatory compliance

Team player

Job description

Expedition Credit Union is seeking a fun & energetic Member Service Representative (MSR) for our Woodbury, MN Branch!

Responsibilities include:

1. Operate and balance cash drawers daily, with minimal balancing and transactional errors.
2. Sales Experience to provide other products and services.
3. Achieve individual performance goals as assigned and positively contribute to branch and credit union goal attainment.
4. Point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals.
5. Exceptional customer service in person and over the phone.
6. Contributes to business results by opening new deposit accounts (savings, checking, etc.) and by making outbound/inbound phone calls
7. Educate members on how Expedition CU can meet their individual needs
8. Identify referral opportunities to other staff/departments by using effective rapport building with members
9. Operate and balance cash drawer daily with minimal balancing errors.
10. Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity.

Knowledge & Skills:

1. Basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required.
2. Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train.
3. Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude.
4. 2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment is preferred.
5. Organized & detail oriented.
6. Maintains a strong working knowledge of all products & services offered by the credit union.
7. Must know (or be willing to learn) all applicable regulatory/compliance relating to this position.

Job Details:

• Full-time (37.50 hours/week)
• Monday through Friday (excluding most federal holidays)
• 8:30am to 5:00pm
• Travel within the metro may be required from time to time.
• Ability to lift 25 pounds; but not limited to.

Full-Time Benefits include:

• 401(k) (w/matching)
• Medical/Dental insurance, Eye Med, AFLAC
• Health Savings Account
• Paid time off
• Many paid federal holidays off
• Professional development assistance
• Tuition reimbursement
• Opportunities to advance!

Expedition Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Location

Woodbury, MN

Department

Front Office

Employment Type

Full-Time

Minimum Experience

Entry-level

Compensation

$22+/Ho