Member Service Representative- Part-Time (Burnsville)

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:

Part time: 22-29 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 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, cashier's 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 member's 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.

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.

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:

Generous PTO offerings
Paid holidays generally include New Year's Day, MLK Day, President's Day, Memorial Day, Independence Day, Columbus Day/Indigenous People's Day, Veteran's Day, Thanksgiving Day, and Christmas Day, 
401(k) with an employer match. 

SHAREPOINT CREDIT UNION is an EEO employer - M/F/Vets/Disabled