What are the responsibilities and job description for the Member Services Representative I, II position at Mac Federal Credit Union?
Job Title: Member Service Representative I, or II
Reports to: Branch Manager
Location: Wasilla, Alaska
About the Role:
The Member Services Representative I, or II plays a crucial role in ensuring that our members receive exceptional service and support in their financial transactions. This position is responsible for handling member inquiries, processing transactions, and providing information about our financial products and services. The representative will work closely with members to resolve issues and enhance their overall experience with our organization. By maintaining a high level of professionalism and efficiency, the representative contributes to the organization's reputation and member satisfaction. Ultimately, this role is vital in fostering long-term relationships with our members and supporting their financial well-being.
Minimum Qualifications:
- High school diploma or equivalent.
- Previous experience in customer service or a related field.
- Basic knowledge of cash handling procedures.
Preferred Qualifications:
- Experience in the finance or insurance industry.
- Familiarity with financial products and services.
- Proficiency in using customer relationship management (CRM) software.
Responsibilities:
- Assist members with account inquiries, transactions, and service requests in a timely and professional manner.
- Process cash transactions accurately, including deposits, withdrawals, and loan payments while adhering to security protocols.
- Educate members about various financial products and services, helping them make informed decisions.
- Resolve member issues and complaints effectively, ensuring a positive experience and maintaining member loyalty.
- Maintain accurate records of member interactions and transactions, ensuring compliance with regulatory requirements.
Skills:
Time management is essential in this role as representatives must efficiently handle multiple member inquiries and transactions while ensuring accuracy and compliance. Cash handling experience is critical, as representatives will be responsible for processing financial transactions and maintaining the integrity of cash flow. Strong communication skills are necessary to effectively educate members about products and resolve any issues they may encounter. Problem-solving abilities will be utilized daily to address member concerns and enhance their experience. Additionally, attention to detail is vital in maintaining accurate records and ensuring compliance with industry regulations.
