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Member Service Representative- Full Time Equivalent (St. Louis Park)

SHAREPOINT CREDIT UNION
Saint Louis, MN Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 2/20/2025

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 Equivalent: 30-35 hours per week. Shifts may vary between the hours of 8:00am-6:00pm Monday-Friday and 9:00am-12:00pm Saturdays. This role will require 1-2 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.
This position may also require travel to other branches to provide back-up support. 

Responsibilities:

  • Greets each member in a courteous and professional manner.
  • Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashier's checks, money orders and cash advances.
  • Accurately balance cash drawer and checks.
  • Processes check orders, Instant Issue debit 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:

  • To provide friendly, professional, personal service to all members.
  • To successfully recommend appropriate new products and services to members.
  • To understand and follow all credit union procedures and policies.
  • To balance at least 98% of the time
  • To have no more than one posting error per month.
  • Maintain a professional working environment.
  • Promptly resolve members requests and/or complaints.

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:

Employees should have:

  • Excellent listening and communication skills
  • Telephone etiquette
  • Problem solving skills.
  • Organization and attention to detail
  • Ability to handle stress and work under pressure.
  • Member focus and ability to enjoy interactions with people.
  • Product and service knowledge
  • Proficiency with computers, required software (including financial programs and Microsoft Office) is required.

Physical Requirements:

Orientation: This position primarily requires sitting and walking.

Standing: the ability to stand for an extensive amount of time.

Talking: The ability to express or exchange ideas by means of spoken word to communicate information to members and coworkers.

Hearing/Listening: The ability to perceive and react to the nature of sounds by ear.

Lifting: The ability to occasionally lift/lower objects of between 10 and 25 pounds. Reasonable accommodations to these requirements will be made for employees with disabilities.

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:

Affordable insurance options for Medical, Dental, Vision, and more!
Company-paid Life/AD&D, and Short-Term/Long-Term Insurances
Generous PTO offerings
Paid holidays generally include New Years Day, MLK Day, Presidents Day, Memorial Day, Independence Day, Columbus Day/Indigenous Peoples Day, Veterans Day, Thanksgiving Day, and Christmas Day
401(k) and an employer match 

Salary : $17 - $19

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