What are the responsibilities and job description for the Member Service Representative- Full-Time (Burnsville) position at SharePoint Credit Union?
Member Service Representative
Our Member Service Representatives are the faces of the Credit Union, and the primary front-line contact for our members. The MSR's primary role is to assist members with their financial transactions and telephone requests, responds to and resolves problems in a timely manner, creates relationships and establishes rapport with members while maintaining the image and upholding the values of the Credit Union.
Hours :
Full time : 35-38 hours per week. Shifts may vary between the hours of 9 : 00am-5 : 00pm Monday-Friday and 9 : 00am- 12 : 00pm Saturdays. This role will require 2 Saturdays a month.
Role :
To assist members with their financial transactions. This includes but not limited to cash and non-cash depository transactions and account administrative task and general member and account support.
Responsibilities :
- Greets each member in a courteous and professional manner.
- Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashiers checks, money orders and cash advances.
- Accurately balance cash drawer and checks.
- Processes check orders, Instant Issue debit cards and VISA gift cards.
- Cross sells appropriate credit union products and services.
- Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly.
- Assist members with travel notes, completion of forms for disputed and fraudulent transactions.
- Actively listen to account concerns to offer applicable resolution to the member and / or internal member.
- Open Certificates of Deposit for existing members.
- Close accounts as directed.
- Completes mandatory forms such as CTRs.
- Reports suspicious member activity to manager for completion of SARs.
- Performs a variety of miscellaneous tasks including processing name and address changes, filing, scanning, computer input, verifying scanning and auditing new accounts.
- Answers phones and responds to members requests, problems, and complaints in a courteous and professional manner. If applicable, directs them to an appropriate person or department for additional assistance.
- Perform all duties listed above and other related duties as assigned.
Performance Measurements :
Knowledge and Skills :
Experience : Up to six months of similar or related experience.
Education : A high school education or GED.
Interpersonal Skills : 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.
Other Skills
Physical Requirements
Work Environment : Works in a typical office environment, Lighting and temperature levels will be moderate, and noise levels are generally quiet.
As a SharePoint employee, you will receive :
SHAREPOINT CREDIT UNION is an EEO employer - M / F / Vets / Disabled