Member Service Representative - NO WEEKENDS

Greenwood Credit Union has an exciting opportunity to join our Retail Banking team as a Member Service Representative. Greenwood CU offers competitive salaries, excellent benefits, opportunities for learning and growth in a fun and friendly environment. WE WORK MONDAY THROUGH FRIDAY - NO SATURDAY HOURS!

General Summary

A Member Service Representative is responsible for serving as a liaison between the member and the Credit Union. Overall duties include opening new accounts, resolving issues, providing account information by phone or in person, as well as information on the full range of Credit Union products and services and professionally handle the member's daily needs in accordance with established Credit Union policies, procedures, and legal and regulatory guidelines.

Essential Functions

The essential functions of this position may include, but are not limited to:

• Greet and welcome members and visitors to the Credit Union in a courteous and professional manner.
• Provide prompt, efficient and accurate service to members in the processing of transactions and general and specific service-related information concerning Credit Union services or policies.
• Assist members with opening new accounts and service existing accounts including handling requests from members for a variety of account transactions.
• Process member transaction requests; Assist members in completing relevant forms such as required for direct deposit and payroll deduction.

• Assist members in resolving problems with accounts and perform a variety of account maintenance functions efficiently, effectively, and accurately.
• Open new accounts and service existing accounts; Set up new account files, and provide members with all necessary information for membership.

• Prepare and send correspondence to members as it relates to inquiries on transactions directly affecting their accounts and process requests for copies of account information.

• Provide information on investment alternatives to members wishing to deposit funds with the credit union.
• Promptly acquire and demonstrate thorough knowledge of GCU products and services.
• Promote Credit Union products and services and assist members in enrolling in and using Credit Union e-services such as On-Line and Mobile Banking, On-Line Bill Payer and Pay-By-Phone for non-delinquent accounts.
• Actively and professionally cross sell Credit Union products and services based on member's needs.
• Perform other duties as assigned to contribute to departmental efficiency and work cooperatively with other departments to support each other in serving GCU members.
• Inspire teamwork, respect and effective communication in a diverse work environment.
• Demonstrate and uphold Greenwood Credit Union's core values and represent the Credit Union with a high level of professionalism, respectable image and positive demeanor.
• Maintain consistent compliance with credit union policies and procedures and regulatory laws applicable to position.
• Complete annual regulatory compliance and required job related training as assigned; actively participate in job-related educational and professional development opportunities.
• Health and Life Insurance licenses preferred or willingness to pursue.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skills, ability and/or physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent; Associates degree in business, finance or accounting preferred
• Minimum (1) one year of customer service experience in retail setting
• Minimum one (1) year of experience in financial services and/or bank teller operations
• Minimum two (2) years of experience in financial services industry and banking operations preferred
• Health and Life Insurance licenses preferred or willingness to pursue.
• Intermediate mathematical skills and full understanding of standard bank account transactions
• Must be fluent in English; Bilingual in Spanish or Portuguese preferred
• Thorough acquired knowledge of laws and regulations governing credit union operations as applicable to position.
• Accurate data entry and strong technical skills
• Demonstrated proficiency in basic computer applications, including Microsoft Office and internet navigation
• Exceptional interpersonal, verbal and written communication and phone skills
• Self-motivated and capable of working efficiently and with accuracy in a dynamic, high volume environment with established productivity goals
• Must be adaptable to various competing demands and meet deadlines in a fast paced environment
• Developed administrative, organizational and time management skills
• Strong critical thinking, problem solving, and reasoning skills
• Strong attention to detail with ability to audit, identify and correct procedural errors.
• Knowledge of and adherence to proper telephone and email etiquette
• Dependability and flexibility with work hours and work assignments
• Ability to work a minimum of forty (40) hours per week and overtime, as needed
• Commitment to team environment, member confidentiality and outstanding member service
• High degree of professionalism with positive and professional image and demeanor
• Consent to conduct pre and active employment background screenings criminal and credit checks.

Greenwood Credit Union is an Equal Opportunity/Affirmative Action Employer and therefore provides equal employment and advancement opportunities to all employees and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal and/or local laws.