Member Service Specialist - Financial Ops & Accounts

Minnesota League of Credit Unions

West Saint Paul (MN)

Sur place

USD 36 000 - 48 000

Plein temps

Il y a 7 jours
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Résumé du poste

FIRST PACE Credit Union is seeking a motivated Member Service Officer to deliver excellent member service and support daily financial operations. You will handle deposits, withdrawals, and account maintenance while ensuring accurate records and confidentiality.

The role involves processing transactions, reconciling daily activity, and collaborating with other officers to support loan programs and member outreach. A detail-oriented approach and strong communication are essential.

Qualifications

  • Experience in accounting, accounts payable, bookkeeping, financial services, or a related field.
  • Experience providing direct customer or member service.
  • Strong attention to detail and the ability to maintain accurate financial records.

Responsabilités

  • Respond to member inquiries in person, by telephone, mail, and email, providing accurate information and courteous service.
  • Process deposits, withdrawals, check requests, loan payments, and other financial transactions.
  • Open, maintain, and close checking and savings accounts, CDs, money market accounts, and other account types.
  • Assist members with electronic deposits and resolve misdirected deposits and other transaction issues.
  • Monitor negative balances and overdrafts, communicate with members about status and requirements.
  • Maintain confidentiality and security of member information and financial records.
  • Post GL transactions and reconcile daily activity to the GL.
  • Balance teller drawers and complete end-of-day procedures.
  • Secure cash, check stock, and financial materials per security procedures.

Connaissances

Customer service
Attention to detail
Microsoft Word
Excel

Outils

Microsoft Word
Excel

Description du poste

FIRST PACE Credit Union is seeking a motivated Member Service Officer to deliver excellent member service and support daily financial operations. You will handle deposits, withdrawals, and account maintenance while ensuring accurate records and confidentiality.

The role involves processing transactions, reconciling daily activity, and collaborating with other officers to support loan programs and member outreach. A detail-oriented approach and strong communication are essential.

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