Members Service Representative

Kelly; Farmington (MN); On-site; Full time

Job summary

A growing Credit Union is seeking an experienced Members Service Representative in Farmington, Minnesota. This full-time role includes responsibilities like account management, transaction processing, and compliance adherence. The position offers opportunities for professional growth in a supportive environment.

Qualifications

• Experience with CU*Answers a plus.
• Ability to handle compliance regulations.
• Strong communication skills required.

Responsibilities

• Open and maintain member accounts and manage changes.
• Process deposits and withdrawals; handle transactions.
• Ensure compliance with regulations and assist members.

Skills

Customer Service

Compliance

Communication

Tools

CU*Answers

Job description

We are looking for an experienced Members Service Representative to join a growing Credit Union. It’s a full-time, temp to hire opportunity. Please review the details and let me know your thoughts on hearing more.The Member Representative’s duties are listed below, Experience with CU*Answers a PLUS!

• M-F 8am – 4:30pm
  
• Salary: $19/hr.

Job Summary
• Teller
• Post mail
• Remote deposit check review
• Address changes
• Answer the phone, check messages and return calls as needed.
• Direct calls to the correct department. Screen calls for CEO.
• Follow all compliance regulations
• Member accounts
a. Ability to open and close members’ accounts.
b. Maintain existing accounts for address changes and phone numbers. Pass on the address change to IRA/HSA and Visa personnel. Call the member to verify the address change when we receive an address change generated by the post office. At that time, also verify email addresses and home and work phone numbers.
c. Open share draft accounts, help the member order checks, and give or mail the proper TIS disclosure.
d. Prepare share and share draft kits to mail to potential members.
e. Open other savings accounts, money markets, share certificates, vacation, and holiday accounts.
• Know the proper forms that need to be completed for IRA and H.S.A. transactions
• ATM and Debit Card
• Process return items as needed
• Process Share Draft/ACH returns daily
• Miscellaneous duties as assigned.
• Fill out CTR forms
• Ability to FAX, copy, and print.
• Check for online check requests
• Take mail out to the mailbox each night.

I look forward to hearing from you!

Rosie Liangos
Kelly Services, Recruiter
Direct/Text: 313-484-8011

9853479