Member Service Representative

POSITION PURPOSE

Member Services Representatives (MSR’s) play a vital role and are the face of the Credit Union. At Centricity Credit Union, your job is to make a positive impact on members and non-members by answering questions accurately and completing a wide variety of transactions which will meet their needs. Helping members is the front and center of what we do. If you are eager to learn, being a part of a team, love working with people and most importantly like to have fun, this is the job for you!

POSITION RESPONSIBILITIES

• Represent the credit union to members and non-members in a courteous and professional manner
• Processes member’s transactions timely and accurately
• Balances at the end of the day with little to no errors
• Research teller errors when identified, respond and communicate appropriately
• Knowledge of Credit Union Products and Services
• Consistently seek out opportunities to exceed members expectations
• Identify sales opportunities to deepen member relationships by building rapport, uncovering needs, offering

• Adhere to Centricity Credit Unions Policies and Procedures
• Support Centricity Credit Unions commitment to Diversity, Equity and Inclusion by demonstrating the ability to work with a diverse range of individuals of all ages and backgrounds
• Maintain member confidentiality
• Other duties as assigned

• Personal and department goals are consistently met or exceeded.
• Management is appropriately informed of area activities.
• Workflows and assignments are completed in accordance with established standards, policies, and procedures.
• Excellent communication skills used with members and staff members.
• Ensure responses to member or staff member questions are timely.
• Attendance at professional growth training.

QUALIFICATIONS
Education/Certification: High school graduate or equivalent
Experience Preferred: Teller experience preferred but not required. A minimum of 6 months customer service and cash handling experience
Required Skills/Abilities:
Excellent interpersonal and personal skills
Analytical and critical thinking skills
Excellent decision-making skills
Ability to work independently and in a team environment
Well organized with attention to detail
Ability to learn new and use existing technology to increase accuracy and efficiencies
Ability to change teaching techniques based on learner
Ability to pass a background check

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking: Clear, concise speech is necessary. Must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Average Hearing: Able to hear average or normal conversations and receive ordinary information.
Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
Physical Strength: Sedentary work and standing for long periods of time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) Must be able to exert up to 25 lbs. of force

WORKING CONDITIONS
None: No hazardous or significantly unpleasant conditions (such as in a typical office)