What are the responsibilities and job description for the Member Service Representative I/Teller position at mfcu?

Do you find joy and purpose in providing exceptional member service and helping members in their journey of financial wellbeing? Are you a highly motivated individual who thrives in a detail oriented environment? Members First Credit Union is seeking an enthusiastic Member Service Representative (teller) to build and maintain relationships with members at the Evart Branch. Come be part of a growing credit union that has a positive impact the communities we serve!

We strive to create an atmosphere of belonging with no judgment, just opportunity. We are interconnected to each other, and when we embrace our true authentic selves, we are stronger. We will empower you to be the best version of yourself while helping you to flourish in work and life. Help us create thriving communities!

MEMBER SERVICE REPRESENTATIVE

Non-Exempt

Reports to : Branch Leader

Position Overview

The primary purpose of this position is to assist Members First Credit Union to deliver on its mission : To encourage a better tomorrow . To achieve this mission, the position must deliver on our brand promise : We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.

Essential Duties

We empower people in their journey of wellbeing"
MFCU is looking for a Contact Center Representative who is Trustworthy, Caring, and Enthusiastic in receiving and processing MFCU member requests with a first call resolution. Collaborates with staff to cross-sell and increase member share of wallet. Ensures security and compliance procedures are followed in all transactions
This position has hybrid availability based on meeting all position expectations. Must be available to work 7 a.m. to7 p.m. M-F, Saturday business hours as scheduled, and some outside of normal working hours for meetings and / or education / trainings
Deliver on the Credit Union's Promises in every service situation
Develop and maintain an effective level of product knowledge

Duties and Responsibilities

The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.

Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions

Handle phone inquiries on member's accounts, statements, histories and process transactions for members as requested.

Provide service to members that exceeds their expectations.

Ensure proper identification and utilize secure processes / procedures for all requests including asking questions to help mitigate potential fraud.

Answer calls with a first call resolution purpose.

Identify members' financial needs and recommend appropriate Credit Union solutions.

Participate and engage in monthly developmental coaching

Maintain Education and Service Performance Expectations.

Assist members with over the phone payments on loans utilizing SWBC to process payments on loans from other financial institutions

Responding to all forms of written inquiries from members.

Remind delinquent members that their payments are due.

Process member check orders.

Process Bill Pay request notifications daily.

Collect fees as required for services

Provide follow up to members in a timely manner from when LSI is unable to fully assist a member and sends an open ticket for follow up.

Sell e-gift and travel cards along with reloading travel cards

Assist members with all eService platforms, including online banking, bill pay, mobile check deposits, etc.

Assist with troubleshooting a variety of debit card issue.

Scan or file documents as required

Process cashier's checks and starter checks

General Sales Expectations

Successfully use effective MX Fundamentals to deepen member relationships.

Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.

Assist with the onboarding process that continues to build relationship with new members.

Inform members about and explain benefits of MFCU products and services to find the appropriate credit union solution for the member.

Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals

Make sure members are being fully served

Qualifications and Expectations

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the expectations of the person performing this job.

Strive to exceed credit union, department, and personal goals.

Excellent listening, oral and written communication skills.

Team oriented.

Highly organized.

Produces accurate work results.

Communicates effectively with team members to keep them adequately informed.

Presents a professional image.

Maintains a high level of knowledge of credit union philosophy, products / services, policies and procedures.

Ability to work overtime, attend meetings, seminars and travel.

Proactively seek opportunities to fulfill the Internal Service Missions of the department and the credit union.

Must have flexibility to deal with changing work hours and locations as needed.

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and / or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to move or transport up to 25 pounds.

Able to remain stationary for 2-4 hours at a time.

Work Environment

Must maintain a neat and orderly work area.

Routinely clean and disinfect work areas (i.e. teller stations, desk surfaces, phones, electronic equipment).

Protect the confidentiality of credit union staff and members by locking door or removing items from desk / workstation when away.

Education and Experience

Minimum high school graduate or equivalent.

Good working knowledge of all credit union products and service

One to twelve months similar or related experience

Experience operating a personal computer

Must possess excellent oral and written communication skills

Skills in Microsoft Word, Excel, and Outlook

Knowledge of, or the ability to learn, Credit Union systems, products, services, and procedures

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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