Universal Member Service Representative I

Indiana Members Credit Union; Indiana (PA); On-site; USD 32,000 - 42,000; Full time

Job summary

Indiana Members Credit Union in Indianapolis, IN is hiring for Universal Member Service Representative I. In this regular full-time role you will assist and maintain member relationships through exceptional service while handling advanced account maintenance and financial transactions.

You will process transactions, open/close accounts, assist with debit cards, stop payments, deposits, and wire transfers, and you will cross-sell IMCU products.

Qualifications

• 6-12 months of credit union or financial institution experience.
• High school diploma, GED, or equivalent.
• Completion of Teller Supervisor and Basics of Products and services training with IMCU.

Responsibilities

• Process member and non-member transactions accurately.
• Research member questions and respond with accurate information.
• Open and close all account types per policies and regulatory requirements.
• Assist with advanced account maintenance and problem solving.
• Process debit cards and assist with disputes and fraud.
• Handle night deposits, ATM deposits, wires, and large currency reports.
• Assist colleagues and cross-sell IMCU products and services.
• Demonstrate excellent interpersonal and communication skills.
• Maintain attention to detail and adaptability.

Skills

Customer service

Financial transactions

Communication skills

Education

High school diploma or GED

Tools

Evolve

Synapsys

Job description

Universal Member Service Representative I

Regular Full-Time Downtown, Indianapolis, IN, US

Summary/objective

Assist and maintain member relationships through exceptional member service by performing advanced account maintenance and financial transactions. This position serves a critical role by providing exceptional service to credit union members, non-members, employees, and service providers.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Accurately process all member and non-member transactions
• Research Member questions, problems, and complaints and respond with accurate information.
• Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
• Assist with advanced account maintenance and problem solving for members and non-members
• Process and create/order Debit cards for members along with assisting with debit card disputes and fraud
• Process stop payments, print statements and histories for members.
• Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members
• Assist employees with problem solving and questions
• Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor
• Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler
• Cross-sell IMCU products and services
• Ability to multi-task and exhibit patience in stressful situations
• Completed satisfactory all in-house training
• Exceptional interpersonal and communication skills
• Attention to detail, maintain adaptability, flexibility and organizational skills
• Skilled in use of core system, Evolve, Synapsys, etc.

Work environment

Retail branch

• Extended period of time viewing computer monitor
• Handling – ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
• Reaching

Minimal to none

Required education and experience

[Indicate requirements that are job-related and consistent with business necessity]

• 6-12 months of credit union or financial institution experience
• High school diploma, GED, or equivalent
• Completion of Teller Supervisor and Basics of Products and services training with IMCU

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.