Part Time Member Service Representative

1st Gateway Credit Union; DeWitt (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

1st Gateway Credit Union in DeWitt, IA is seeking a friendly Member Service Representative to process daily financial transactions and provide courteous service to members. You will open new accounts, assist with payroll deductions, answer questions, and promote credit union products based on member needs.

Strong communication and attention to detail are essential for success in this role. A team-oriented attitude and ability to work collaboratively with colleagues will help ensure member

Qualifications

• Strong customer service experience or aptitude.
• Ability to promote products and services based on members' needs.
• Excellent communication and interpersonal skills.
• Attention to detail and accuracy in processing transactions.

Responsibilities

• Represent the credit union to members with courtesy and professionalism, ensuring accurate processing of transactions.
• Provide information about services and policies to members in person and by phone.
• Engage members in conversations about financial needs and promote relevant products and services.
• Address member requests and issues, directing to appropriate contacts as needed.
• Open new accounts and maintain member files; assist with payroll deductions and direct deposits.
• Handle mail and routine account tasks, reconciling simple discrepancies.

Skills

Customer service

Sales

Communication

Detail oriented

Problem solving

Team player

Time management

Courteous demeanor

Job description

Purpose:

The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor.

This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.

Duties and Responsibilities:

• Member-Centric Approach: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
• Information Resource: Provide information to members in person and over the phone regarding credit union services and policies.
• Member Centered Engagement: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
• Issue Resolution: Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
• Account Management: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
• Transaction Processing: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
• Mail Transactions: Process member mail transactions with meticulous attention to accuracy.
• Account Reconciliation: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
• Office Administration: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.
• Payroll Deductions and Direct Deposits: Assist members in completing payroll deduction and direct deposit forms correctly.
• Product Promotion: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
• Additional Responsibilities: Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.