Universal Member Service Representative II

Indiana Members Credit Union; Indianapolis (IN); On-site; USD 33,000 - 42,000; Full time

Job summary

Indiana Members Credit Union is seeking a Universal Member Service Representative I in Downtown Indianapolis, IN. You will assist and maintain member relationships by performing advanced account maintenance and financial transactions, delivering exceptional service to members, non-members, employees, and service providers.

Key duties include processing transactions, researching questions and complaints, opening and closing all account types in compliance with policies, handling debit cards and

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

• 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.

Skills

Customer service

Communication

Multitasking

Attention to detail

Problem solving

Patience

Education

High school diploma

Tools

Evolve

Synapsys

Job description

Universal Member Service Representative I

Regular Full-Time Downtown, Indianapolis, IN, US

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.