MSR

Island Federal Credit Union; Sayville (NY); On-site; USD 63,039,000 - 71,635,000; Full time

Job summary

Island Federal Credit Union in Sayville, NY is seeking a Member Service Representative to assist members with financial needs, process transactions, and promote products. The role requires a strong knowledge of credit union services and a professional, service-oriented approach.

The MSR position involves handling in-person and phone-based inquiries, opening new accounts, and supporting loan activities while maintaining security procedures and accuracy. Evening and weekend shifts may be required.

Qualifications

• High school graduate or equivalent.
• Excellent written and oral communication skills.
• Complete NMLS registration within 30 days.
• Complete Signature Guarantee training within 30 days.
• Obtain Lending Authority within 180 days.

Responsibilities

• Evaluate member accounts and cross-sell credit union services.
• Obtain documentation to process member loans and input applications in XP2.
• Open new membership accounts and services.
• Process stop payments, wire transfers, and other account requests.
• Respond to member inquiries via phone or mail.
• Educate members on electronic services and security procedures.
• Cover reception desk in the absence of the receptionist.
• Maintain inventories and perform Notary Public duties.

Skills

Communication skills

Supervisory skills

Organizational skills

Attention to detail

Multitasking

Customer service

Education

High school diploma

Tools

XP2 system

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

MSR

Full Time Clerical Sayville, NY, US

Salary Range: $22.00 To $25.00 Hourly

JOB DESCRIPTION

MEMBER SERVICE REPRESENTATIVE/MEMBER SERVICE REPRESENTATIVE FLOAT

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SUMMARY:

Provide solutions to Members’ financial needs by suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling, handling problems and inquiries, and performing transactions with accuracy and little supervision in a positive and professional manner. Maintain a thorough knowledge of all credit union services and be available to assist as needed in other areas.

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ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Evaluate new and existing Member’s accounts, services, and credit report. Identify and cross sell credit union services, deposit, and loans products, which provide solutions to the Members’ needs and improve their financial well-being utilizing Island’s preferred way of selling.
• Obtain required documentation to process Member loans and input loan applications in XP2.
• Obtain required documentation to process and open new membership accounts and/or services.
• Process requests for stop payments, share draft copies, wire transfers, certificate changes, statement copies, credit card applications, check orders, resolve Member bill pay issues, address changes, loan questions, etc.
• Respond to Member’s requests via phone or mail regarding credit union products, services, and fees.
• Interact with Members to resolve inquiries, problems, and complaints.
• Perform non-monetary transactions such as deposits, loan payments, transfers, and check withdrawals for Members via phone or in person.
• Keep up to date on all new and existing electronic services offered by the credit union. Explain and educate the electronic services to Members.
• Adhere to all security procedures as well as all credit union policies and procedures.
• Complete and pass all required BSA Training.
• Cover reception desk in absence of the receptionist.
• Maintain inventory and required audits for safety deposit boxes.
• Perform Notary Public duties.
• Obtain required documentation and perform Signature Guarantees following all proper policies and procedures.
• Accommodate flexible work schedule to meet branch needs, including evenings and weekends.
• Reporting to various in-county (Nassau or Suffolk) locations required and as directed by Management.
• Perform other duties as assigned by management.

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REQUIREMENTS:

• High school graduate or equivalent.
• Must possess good communication, supervisory, and organizational skills.
• Complete registration with NMLS within 30 days.
• Complete Signature Guarantee training within 30 days.
• Obtain Lending Authority within 180 days.

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COMPENTENCIES :

• Excellent written and oral communication skills
• Excellent organizational skills
• Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously.
• Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

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