What are the responsibilities and job description for the Member Service Representative position at NORTHRIDGE COMMUNITY CREDIT UNION?
Job Summary
The primary responsibility of this position is to assist NorthRidge Community Credit Union to live our Core Purpose, 'We help lift the burden from our members and give them hope of a better tomorrow.' A key behavior in living out our Core Purpose is to identify member needs and recommend appropriate NorthRidge Community Credit Union solutions. We serve our members and team members by exhibiting behaviors that reflect our Core Values:
Relationships: We care about you.
Integrity: Do what's right.
Advocacy: We work on your behalf.
In addition, this position is responsible for providing exceptional member experience while accurately processing transactions, opening accounts, providing product and service recommendations, etc. Use a sales through service attitude to demonstrate product knowledge and identify and meet the needs of the individual members.
Relationships: We care about you.
Integrity: Do what's right.
Advocacy: We work on your behalf.
In addition, this position is responsible for providing exceptional member experience while accurately processing transactions, opening accounts, providing product and service recommendations, etc. Use a sales through service attitude to demonstrate product knowledge and identify and meet the needs of the individual members.
Responsibilities
- Assists members with front-line financial transactions including deposits, withdrawals, loan payments, transfers, cashier checks etc. Communicates with members via phone, email, face to face, or any other means approved by NorthRidge to handle these transactions including electronic service assistance.
- Confidently recommends the appropriate products to members based on their needs. Opens new accounts, products and enrolls members in services that are relevant to them. Maintains accurate member account information on computer system such as address, phone, email, etc.
- Provide resolution for any issues the customer may have with their accounts or banking services.
- Network and develop relationships with potential clients
- Educate prospective and existing clients on financial products and services
- Remains in compliance with regulations and follows all BSA policy and procedures including the completion of annual BSA training. Accurately balances cash drawer, vault, ATM and daily transactions.
- Works on special projects and prepares required reports for management when needed.
- Performs a variety of miscellaneous tasks including filing, copying, data input.
Qualifications
- A high school diploma or GED
- Up to six months of similar or related experience
- Familiarity with Microsoft Windows software
- Strong customer service and communication skills
- Ability to perform in a goal-oriented environment
- Customer-oriented approach to handling problems
Salary : $15 - $20