Member Service Representative I

SUMMARY

The Member Services Representative I provide courteous, confidential and professional service to our members over the telephone, email or via secure message. The MSR I provide service in a professional, efficient, and friendly manner, by greeting members over the telephone, determining their needs, and providing “Start to Finish” member service. This posting will remain open throughout the year. Qualified candidates will be placed into a talent pool for current and future consideration. Applications are reviewed on a regular basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Accurately performs Symitar functions as required. Displays a working knowledge of all the credit union processes, products and services in order to provide consistent and excellent member service with each call. Including understanding and utilizing the MERT process. Resolves basic member account inquiries and issues such as: balance inquiries; check in clearing; share withdrawals; transfers between accounts; loan payments; CD rates and address changes. Provides assistance to members on existing ATM/Debit card accounts including research and changes while ensuring the security of our member’s accounts. Educates members on the value of membership with Altura Credit Union with the exemplary cross sell of financial products and understands profitability concepts and cross selling appropriate services to members to increase their profitability. Provides basic assistance with Online Banking and Web Bill Pay inquiries. Maintains knowledge of current promotions and products. Attends required job related training classes as required and obtains a passing grade of 90% or higher. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or its equivalent is required, college is preferred. A minimum of 6 months’ experience in retail or customer service is required. Why Altura?

WORK-LIFE BALANCE

Vacation (10+ or Minimum Days) Sick (8 Days) Holidays (11 Days & 1/2 Day Christmas Eve) Birthday & Anniversary Day Off Community Volunteer Events Social Events & Outings Event & Venue Discounts

WEALTH INCENTIVES

Competitive Pay Stakeholders 401k Dollar-for-Dollar Match up to 6% (after one year of service) Business Attire Allowance Annual Performance Review & Increase Wellness Incentive Tuition Reimbursement Awards, Recognitions & Incentives Free Checking & Savings Accounts Discounted Employee Loan Rates

HEALTH AND WELLNESS

Kaiser and Cigna Medical & Prescription Plans Fitness Challenges & Gym Access Onsite Wellness Programs Medical & Dependent Flex Spending Account #J-18808-Ljbffr Altura-Credit-Union