Demo

Member Services Rep

Accounting Now
Trenton, NJ Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/11/2025

A non profit in Mercer County committed to delivering support and services to the state's hospitals, health systems and other healthcare providers is looking for a Member Service Rep. The individual will initially train in the Princeton office and transition to working in the Mt Holly office after a couple of months We share a collective goal of providing quality, affordable and accessible healthcare to the people of the Garden State. We are seeking a Member Service Representative / Teller.

Member Service Representative / Teller Responsibilities include, but not limited to :

Represents the credit union in a courteous and professional manner in all member interactions.

Accurately and efficiently perform maintenance on existing accounts in accordance to organization policies and procedures.

Accurately and efficiently processes routine transactions such as deposits, withdrawals, check cashing, check verification, loan payments, etc. in accordance to organization policies and procedures.

Provides accurate information to members regarding account information, organization products and services, and credit union policy.

Actively seeks solutions to member concerns in a professional and diplomatic manner, and escalates accordingly.

Maintains a comprehensive and current knowledge of all organization products and services. Explain, promote, and refer relevant products to meet the financial needs of each member.

Balances and performs end of day closing activities in accordance to organization policies and procedures.

Assists members with account reconciliation; research accounts for discrepancies when necessary.

Assists with all member service and operation duties as necessary.

Serves as back-up to additional areas within the credit union as necessary.

Maintains a comprehensive knowledge of all related policies, procedures, rules, and regulations applicable for the position, and keeps abreast of any changes.

Prevents controllable losses by strict adherence to security, compliance, and fraud & prevention policies and procedures.

Adheres to all policies and procedures described in the Employee Handbook.

Completes annual mandatory compliance and other trainings.

Travels to other locations as needed.

Assists with all other duties as required.

Qualifications

Qualifications :

High school diploma or equivalent

Maintains a professional demeanor in appearance, communication, and action

Well organized, able to multi-task and move quickly between priorities

Maintains confidentiality of all members

Solid working knowledge of PC-based programs

Previous financial services, especially cash handling, preferred

Ability to read, analyze, and interpret written communication

Ability to comprehend and respond to common employee questions

Ability to effectively present job-related information to employees

Ability to perform basic mathematical equations

Possess sufficient manual dexterity to skillfully operate standard office equipment including but not limited to : a computer, adding machine, facsimile machine, photocopier, and telephone

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