What are the responsibilities and job description for the eBranch Member Service Representative position at Beacon Credit Union?
Note: We are looking to fill one Full-time eBranch MSR opening at this time, wherein the employee could be based in Wabash or Auburn, IN. This position is in a call center environment.
Role
To assist members and potential members remotely with their requests in a courteous and professional manner. To be a source of information regarding accounts and credit union products, services, and procedures for members and other credit union employees.
Major Duties and Responsibilities
- Assists members with account inquiries and service requests such as balances, transaction questions, posting errors, copy requests, check ordering, debit card questions & activations, and online/mobile service questions.
- Processes transactions for members such as stop payments, transfers between accounts, loan payments, and Visa payments.
- Assists members with opening, closing and maintaining consumer savings, checking, certificates, IRA's, and HSA's remotely via the telephone, online account opening software, or using other remote software platforms.
- Identifies cross-sell opportunities and cross-sells products and services to members.
- Ensures that person, organization, and account information is properly recorded and updated as needed in various databases including Core, card processing, IRA/HSA, and document retention systems.
- Performs other duties as assigned.
One to three years of new accounts or related financial services experience
High School Diploma or HSE
Excellent verbal communication skills
Excellent member service skills
Ability to multitask
Ability to work independently
Working knowledge of Word, Excel, Outlook and Internet
Standard position hours are Monday through Friday 8:15-5 and Saturday 8:45-12 (1-2 Saturdays off per month). When scheduled to work Saturday morning, the employee will standardly have a 1/2 day off during the same calendar week.
Available Benefits Include:
- Health, dental and vision insurance
- Paid time off
- 401(k) match
- Incentive/bonus program
- Tuition reimbursement
- and more!
