Member Service Representative I
$5,000 per monthADP, Inc.
Primary Purpose of Job: Performs routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing. Duties and Responsibilities:
- Employee provides an outstanding level of member service and member satisfaction.
- Employee must have computer and office equipment experience.
- Employees perform routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers, check cashing and entering information on the CU’s computer system.
- Employees receive payments for mortgage, and all other types of loans the CU gives out, ensuring that payments equal the amount due and that all late charges, if applicable, are collected. Employees must understand credit union policies regarding delinquent loans and know what to suggest to the members, or who to refer them to.
- Employees examine checks for endorsements and negotiability.
- Accuracy is a crucial part of an employees’ job, such as providing correct information, correct transactions and correct cash to members when requested.
- Employees must practice member education of all products and services offered by the credit union and help achieve the Credit Union’s saturation goals.
- Employees must provide routine information on credit union products, services, and policies, including eligibility for membership, types of credit union accounts, basic loan products some loan procedures, interest rates, current dividend rates, branch locations, office hours and telephone numbers.
- Respond to members’ requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.
- Receive information pertaining to members’ accounts and process or route to proper departments.
- Process stop payments on share draft accounts and ACH direct deposits.
- Provide members with account status, including current balances and loan payoffs.
- May be responsible for combinations & keys (i.e. night drop, ATM, Vault),
- Maintains an accurate cash drawer and balances in a timely manner.
- Follow through on member questions or requests.
- Work on internal training through online courses.
- Following MIP (Member Identity Program). Filling out Currency Transaction Reports, Suspicious Activity Reports, Monetary logs as needed (running on us checks over $5000 through Verafin).
- Must comply with the credit union's Bank Secrecy Act/Anti Money Laundering Act/OFAC and all other Compliance Policies as required by the position.
- All other duties as assigned.
Vacancy posted 4 days ago
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