Member Service Representative I

Full-Time (38 Hours)

Monday- Saturday (Varies)

Westcliff

170 South Rainbow Blvd

Las Vegas, NV 89145

PURPOSE :

The primary purpose of this position is to assist Silver State Schools Credit Union to live out its Mission, "Excellent Member Service and Financial Solutions - For Life," by providing outstanding service to both members and internal members.

A key component of this service is to identify member needs and provide appropriate credit union product solutions.

• To deliver service in alignment with our Service Commitments :
• I will earn respect and build trust by acting with integrity in every situation.
• I will understand my role in supporting the team to achieve our purpose.
• I will focus on people over products and build lasting relationships.
• I will take ownership and accept responsibility.
• I will treat my coworkers with the same high standards as I treat my member.
• I will continuously look for ways to improve myself, my credit union, and my community.
• I will accept there is no "they". We are one working toward the same mission.
• I will commit to the core values.
• Possess adequate product knowledge as measured by the annual product knowledge certification assessment.
• Meet or exceed established sales and service goals.

SUMMARY :

Primary responsibility to process member transactions efficiently. Assist members in resolving account related problems by recommending solutions that will meet and / or exceed their requests.

Build member relationship through proactively identifying additional products and services that will aid the member in achieving their financial goals and create referrals to our internal line of business partners including other team members with the branch.

Communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.

Provide highest level of caring, personalized service and quality products, while staying abreast of members' needs and expectations.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

In accordance with prescribed methods and operating policies and established practice, the Member Service Representative I :

• Greets and serves members at teller line (or express pod) with their member / potential member related teller type transactional needs.
• Suggests and explains appropriate deposits, lending, and investment products.
• Uncovers additional opportunities to expand member's relationship with SSSCU and refers member to internal line of business partners.

Directs members to appropriate team member or support department.

• Processes a variety of financial transactions for members including opening and closing accounts, issuing checks, processing deposits and withdrawals from accounts including IRA'S, filing insurance claims, issuing certificates, drafts, and other negotiable instruments.
• Responds and researches member inquiries regarding the operation of accounts, access to services, resolving account discrepancies, balancing, and reconciling, adding, or reducing service features on various accounts, and assisting members to make the most effective use of automated services.
• Meets or exceeds all minimum expectations or goals as established by management.
• Explains the features and benefits of credit union electronic services. (Debit Card, Voice Response, Online Bill Pay, Online Banking, Direct Deposit, ACH Debit / Credit and Payroll Deduction)
• Uncovers opportunities to refer business to other lines of business partners within the credit union such as mortgage solutions, member business solutions, or investment solutions.
• Performs clerical duties such as photocopying, faxing, processing incoming and outgoing mail and filing.
• May assists in training new Member Service Representative in financial service transactions and procedures, as related to the job.
• May perform various duties to provide members Safe Deposit services.
• Meet and / or exceed minimum expectations / goals as assigned.
• Follow established credit union policies and procedures, government rules and regulations, and visitor and security guidelines.
• Perform other duties as assigned.

EDUCATION and / or EXPERIENCE :

High school diploma or general education degree (GED); and a minimum of 6 months related experience and / or training; or equivalent combination of education and related experience.

Thorough knowledge of credit union's computer system for performing basic input / output tasks including Word and Excel desired.

ONLY FULLY COMPLETED APPLICATIONS WILL BE CONSIDERED*

SILVER STATE SCHOOLS CREDIT UNION IS AN EQUAL OPPORTUNITY EMPLOYER (EOE)

Last updated : 2024-05-31