Member Service Specialist — Travel Ready

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

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.