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

SHAREPOINT CREDIT UNION
Minneapolis, MN Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/7/2025

Member Services Representative II

Hours:

38-40 hours a week, shifts vary between the hours of 8:30am – 5:30pm Monday – Friday and 8:30- 12:30 Saturdays. This position will require up to 2 Saturdays a month.

Role:

To assist member and potential members with their financial requests. This includes but not limited to cash and non-cash depository transactions and account opening and closing including account support. Acts as a resource for members and employees between consumer lending and retail banking processes.


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.
  • Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly.
  • Accurately balance cash drawer and checks.
  • Processes check orders, Instant Issue debit cards.
  • Assisting members with opening new memberships: including new Certificates of deposit, checking accounts and secondary accounts.
  • Assist members with closing applicable accounts including deceased accounts.
  • Completes wire transactions requests in a timely manner
  • Research, reconcile and answers questions for account concerns and questions.
  • Cross sells appropriate credit union products and services.
  • Answers phones and responds to member’s requests, problems and complaints in a courteous and professional manner. If applicable, directs them to an appropriate person or department.
  • Assist members with travel notes, completion of forms for disputed and fraudulent transactions.
  • 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.
  • Accurately balance ATM
  • 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.
  • To understand and follow all credit union procedures and policies.
  • Promptly resolve member’s requests and/or complaints.
  • Lead by example and maintain a professional working environment.
  • Keep management and leadership informed regarding operation issues that affect the branch and/or organization.

Knowledge and Skills:


Experience:              12-24 months of similar or related experience

Education:                High school education diploma or GED equivalent minimum

Interpersonal Skills:     Must possess interpersonal skills not limited to diplomacy, courtesy and tact for verbal and written discussions that involved giving information to members or other departments

Other Skills:

Employees should have:

  • Active listening skills
  • Communication skills
  • Problem solving skills
  • Time management skills
  • Attention to detail
  • Ability to maintain composure under pressure
  • Ability to enjoy interacting with the public and engaging with employees and members of internal departments
  • Ability to learn and articulate products and services offered by the credit union
  • Proficiency in banking software and Microsoft Office

 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, Memorial Day, Independence Day, Columbus Day/Indigenous Peoples Day, Veterans Day, Thanksgiving Day, and Christmas Day
401(k) and an employer match 



This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Salary : $19 - $21

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