Member Service Representative II, Full-Time (West Allis)

Overview

Job Location: WAO West Allis - West Allis, WI 53227

Responsibilities

• Under direct supervision, responsible for providing members with service on a variety of transactions. Welcome members to the credit union and provide general information concerning credit union products and services.

Core Values

• Relationships – We treat each other, our members, and our community with respect.
• Accountability – We hold ourselves to a higher standard.
• Teamwork – We work together to reach our goals.
• Honesty – We believe in conducting ourselves with honesty, integrity, trust, and fairness.

Essential Functions

• Represent the Credit Union to the members in a friendly, positive, and professional manner. Provide prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail.
• Handle monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members.
• Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union.
• Assist MSRI in complex transactions, member questions/issues, and other misc. requests, including providing transactional overrides.
• Open sub accounts for current members, including debit card issuance, and close accounts under Credit Union guidelines, ensuring all documents and information is recorded and accurate.
• Check approval authority at manager’s discretion.
• Accurately reconcile checks and cash drawer daily.

Secondary Functions

• Perform miscellaneous duties (e.g., debit disputes, automatic transfers, foreign currency, safe deposit boxes, bond redemption, and wire transfers).
• Perform daily cash advance balancing.
• Assist in the ongoing training and education of MSRIs and new employee staff to provide the expertise necessary to perform duties effectively.

Qualifications & Skills

• Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to: Successful completion of high school diploma or GED. A minimum of 6 months experience in a credit union or other financial institution is required.
• Skills:
  • Ability to operate routine office equipment; typing at 35 words per minute minimum.
  • Must have demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy.
  • Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively.
  • Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions.
  • Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff.
  • Must present a professional, business-like appearance and manner.
  • Must maintain confidentiality.
  • Must be bondable.

Work Environment

While performing the duties of this job, the employee regularly works in an office/branch setting.

Physical Demands

The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.

• Must be able to remain in a stationary position and occasionally move about the inside of the office and vault.
• Frequently move boxes weighing up to 50 pounds across the office for various needs.
• Requires the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Requires one to position self to maintain files in file cabinets.
• Must be able to remain in a stationary position while assisting members (majority of workday).

Travel

• Travel to different worksites is required at times.
• Must have reliable transportation.

Hours

Hours vary depending upon branch coverage; Monday through Friday, 8:15 am until 6:15 pm; Saturdays 8:15 am until 1:15 pm.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities