POSITION TITLE: Member Service Representative I

DEPARTMENT: Branch

CLASSIFICATION: Full-Time

POSITION REPORTS TO: Branch Manager

POSITION PURPOSE

The primary responsibilities of a Member Service Representative are to serve as a liaison between the member and the credit union in a manner that is consistent with the credit union’s core values of loving people, pursuing excellence, and choosing joy. 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 members’ daily needs. Provide a variety of transactional services to members.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Know and Understand the Credit Union’s Mission & Vision Statements and the Core Values. It is important to not only know, but to understand how the Credit Union’s Mission & Vision Statements and the Core Values impact each interaction with a member.
• 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 (as allowed by credit union policy) submitted by members, again providing professional, prompt, efficient, and accurate service and information.
• Respond 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 deposits/withdrawals, check requests, CD transactions, line-of-credit advances (non real-estate), and any other requests received from members.
• Promote credit union products and services based on member’s needs.
• Process member mail transactions.
• Mail receipts and checks to members as indicated by policy and procedure.
• Research accounts for deposits, withdrawal, and loan payment discrepancies.
• Assist members in balancing their accounts.
• Assist members with the proper completion of payroll deduction, direct deposit, and other forms member’s may need assistance with.
• Stay current with operational changes, regulations and required training.

EDUCATION/CERTIFICATION:

High school graduate.

REQUIRED KNOWLEDGE:

Knowledge of Credit Union Mission and Vision Statements and Core Values.
Thorough understanding of Credit Union products and services
Understanding of Credit Union operations

EXPERIENCE REQUIRED:

None

SKILLS/ABILITIES:

Ability to create relationships.
Ability to cross-sell products and services.
Great attention to detail.
Logical thinking with the capability to problem solve and to act decisively.
Professional appearance, dress, and attitude.
Ability to operate related computer applications and business equipment.
Organizational skills and the ability to prioritize workload.
Must be bondable.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) 5% Match
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to Relocate:

• Lake Charles, LA 70611: Relocate before starting work (Required)

Work Location: In person