Job Type

Full-time
Description
The Member Service Representative II (MSR II) provides quality, front line service to members, including account opening, maintenance functions, and providing basic loan information. The MSR II performs a wide range of duties, possesses ample product knowledge, and assists members with a variety of services. Additionally, the MSR II interviews members to obtain information, and proposes appropriate financial solutions. The MSR II supports efforts to create fully engaged financial relationships with members in accordance with the business strategy. Performs Teller I duties approximately 50% of the time.
Member Service & Sales: Provides a positive member experience by providing quality service in the establishment of new memberships, opening accounts, and offering solutions based on member needs to create fully engaged financial relationships with members.

• Greets and welcomes members in a courteous, professional manner, providing prompt, accurate, and efficient service.
• Learns and applies LCCU service model concepts consistently in interactions with members.
• Promotes, explains, and sells other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, Online Access, cashier's checks and others.
• Maintains comprehensive knowledge of all credit union products and services, including deposit accounts, loans and promotional products and services.

Account Opening & Maintenance: Accurately establish new membership, open accounts, resolve member issues, and any other member requests according to credit union policies and procedures.

• Handles establishment of new memberships, opens accounts, and processes changes in accounts.
• Handles a wide range of transactions, including account transfers, wire transfers, payments, etc.
• Supports member in identifying dispute, fraud or errors in transactions, completes corresponding paperwork and procedure to resolve the issue.
• Processes ITIN applications and changes, receives authorization for ITIN application submission, updates member files and contacts member when ITIN arrives.
• Maintains working knowledge on all related policies and procedures, rules and regulations for the teller and member service areas, including account opening and robbery procedures.

Administration and other: Complete full range of member related administrative procedures, including retention of records.

• Stays up-to-date and proficient in member service areas including changes in processes and systems.
• Maintains records, files paperwork, scans documents, and performs other clerical duties as needed.
• Complies with Balancing Standards policy and Teller Performance Standards.
• Participates in community events.
• Moves to and changes branches within the region as required.
• Completes required training.

Requirements

• High School diploma or GED equivalent; 2 years related/office experience preferred.
• Ability to accurately count, handle cash, calculate figures and amounts such as discounts and interest.
• Proactively solves problems and proposes appropriate solutions to members.
• Aptitude for building relationships, and quality member service and sales.
• Ability to demonstrate knowledge and promote the credit union and its products and services.
• Strong organizational skills and attention to detail.
• Ability to perform efficiently in a fast-paced, multi-task environment.
• Maintains professional demeanor in interactions with members and colleagues.
• Excellent verbal and written communication skills in English and Spanish.
• Proficiency in Microsoft Office and other computer software, including email functions.
• Ability to stand for extended periods of time and lift up to 35 pounds in coin or currency.

Benefits: We provide a challenging and friendly work environment as well as a competitive salary and benefits package including an employer-paid medical insurance plan, 401(k) plan (with a substantial company match), employer paid life and disability plan and generous paid time off to maintain a healthy work/life balance.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Latino Community Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.