Member Service Representative (Call Center) On-site

Summary:

Serve as a liaison between the member and the Credit Union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, resolve issues, and professionally handle the member’s daily needs. Provide a variety of transactional services to members.

Responsibilities and Duties:

• Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
• Provide in-person and by-telephone general and specific service-related information concerning credit union services or policies.
• May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
• Responds to members’ requests, problems, and complaints and/or direct them to the appropriate person for specific information and assistance.
• Open new accounts, and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
• Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
• Promote credit union products and services based on member’s needs.
• Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations, with particular attention to the Bank Secrecy Act, Patriot Act and cash control procedures.

• Process member mail transactions.
• Mail receipts and checks to members as indicated by policy and procedure.
• Research accounts for deposit, withdrawal, and loan-payment discrepancies.
• Assist members in balancing their accounts.
• Assist members with the proper completion of payroll deduction and direct deposit cards.
• Serve as vault teller for the credit union, to include ordering cash, verifying cash received, filling MSR cash orders, maintaining vault security, and balancing vault cash nightly.

• Assist the Assistant Operations Supervisor/Operations Supervisor in other assigned duties.

Knowledge, Skills and Abilities:

• Excellent customer service skills.
• Exhibits strong organizational skills with an attention to detail and the ability to prioritize.
• Demonstrates good oral and written communication skills. Able to handle confidential information.
• Strong analytical skills and ability to work independently.
• Exhibits a positive and energetic attitude.
• Demonstrates ability to be a team-player, self-motivated and flexible with working hours.
• Demonstrates the ability and desire to thrive in a challenging fast paced work environment. Possesses competent decision making and problem solving skills.
• Ability to work well with members and staff, tactfully and professionally, both in person and on the phone.
• Exhibits competent decision making and problem solving skills.
• Computer proficient; able to operate Microsoft office.
• Verbal communication skills and the ability to follow oral and written instructions.
• Basic cash handling.
• Basic reading, writing, math and problem solving

Education and Experience:

• High school graduate or equivalent.
• A minimum six months work experience in teller work, customer service, sales or combination of education and experience would provide the necessary knowledge, skills and abilities to meet the minimum qualifications to perform the essential functions of this position.

Physical Demands:

• Able to work in an air conditioned environment with tile and carpeted surfaces.
• Frequent standing and walking
• Lifting up to 25-30 pounds; push and/or pull up to 50 pounds

CU Hawaii Disclaimer:

The above information on this description has been designed to indicate the general nature and level of work performed by an employee in this classification. It is not to be interpreted as a comprehensive inventory, or all duties and responsibilities and qualifications required of employees assigned to this job. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions.

Job Type: Full-time

Pay: From $18.50 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Education:

• High school or equivalent (Preferred)

Experience:

• Banking: 1 year (Preferred)
• Customer Service: 1 year (Preferred)

Work Location: In person

Salary : $19