Member Services Representative - Part Time

Altura Credit Union

Riverside (CA)

On-site

USD 42,000 - 54,000

Full time

2 days ago

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Benefits offered by this job

401k match

Free Checking

Tuition reimbursement

Wellness incentive

Paid time off

Job summary

Altura Credit Union in Riverside, CA is seeking a Member Services Representative I to deliver courteous, confidential service to our members by phone, email, or secure message, and to greet and determine member needs from start to finish.

You will handle routine Symitar processes, resolve basic account inquiries, assist with Online Banking, cross-sell products, and participate in required training to maintain knowledge of current promotions and services.

Qualifications

High school diploma or equivalent required; college is preferred.
Minimum 6 months’ experience in retail or customer service.

Responsibilities

Performs Symitar functions and uses credit union processes to deliver excellent member service.
Resolves basic member inquiries and account issues, including transfers between accounts.

Skills

Customer service

Education

High school diploma or equivalent

Job description

Summary

The Member Services Representative I provide courteous, confidential, and professional service to our members over the telephone, email or via secure message. The MSR I provide service in a professional, efficient, and friendly manner, by greeting members over the telephone, determining their needs, and providing Start to Finish member service.

This posting will remain open throughout the year. Qualified candidates will be placed into a talent pool for current and future consideration. Applications are reviewed on a regular basis.

Essential Duties And Responsibilities

Accurately performs Symitar functions as required. Displays a working knowledge of all the credit union processes products and services in order to provide consistent and excellent member service with each call. Including understanding and utilizing the MERT process.
Resolves basic member account inquiries and issues such as: balance inquiries; check in clearing; share withdrawals; transfers between accounts; loan payments; CD rates and address changes.
Provides assistance to members on existing ATM/Debit card accounts including research and changes while ensuring the security of our member’s accounts.
Educates members on the value of membership with Altura Credit Union with the exemplary cross sell of financial products and understands profitability concepts and cross selling appropriate services to members to increase their profitability.
Provides basic assistance with Online Banking and Web Bill Pay inquiries.
Maintains knowledge of current promotions and products
Attends required job related training classes as required and obtains a passing grade of 90% or higher.

EDUCATION, EXPERIENCE And/or QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.