Member Service Officer

$20 - $30 per hour

Levo Federal Credit Union

Member Service Officer 1 (MSO 1)
Department: Member Services
Reports To: Branch Manager
FLSA Exempt: Non-Exempt
Date last updated : 04/01/2024
Summary Provide information and support via various means (i.e. phone, internet, email etc.) to lending partners and members regarding the credit union its products and services while ensuring the highest quality service. Examine, evaluate and make decisions on member and non-member loan applications for consumer loans.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Interview and evaluate the needs of members and potential members, identify appropriate member needs and cross-sell financial products that meet those needs.
Serve membership by providing information and account service in a pleasant, professional and efficient manner.
Open/close accounts, process stop payments, order cards, answer questions regarding deposit accounts, loan accounts, plastic cards, remote access etc.
Ensure complete and accurate documentation for loans and new accounts by gathering information and resolving uncertainties through inquiries with creditors, and/or members according to the credit union policy.
Analyze and evaluate applicant's financial status by reviewing credit information, determining debt to income ratios, estimating payments, determining collateral requirements and establish collateral values, co-signer requirements and membership eligibility as defined by the policy.
Possess general product knowledge relating to mortgage, home equity, and business loans for referral purposes.
Complete outbound calls (2-2-2) to members, partner follow-up and other types of calls as requested by management.
Assist other departments as necessary (i.e. collections, accounting, etc.)
File claims for GAP, GAP Advantage, ADR and Debt Protection.
Be well versed regarding credit union policies and procedures. Advise manager of external factors that may affect policy by suggesting policy modifications.
Cross train other staff, as requested, on duties, functions, and responsibilities to assure proper back up.
Follow proper member identification and security procedures and ensure that member and employee information is kept in the strictest confidence.
Receive and payout money and keep records of money and negotiable instruments involved in financial transaction by performing Member Service Associate duties. See Member Service Associate job description for more information.
Respond to member inquiries and requests regarding financial services and enter them into applicable computer systems and programs.
Approve loans within specified limits OR refer to a manager with recommendations to obtain approval.
Oversee timely loan closing and funding activities.
Provide ongoing relationship servicing with current members to maintain goodwill and gain additional business.
Assist members with problem resolution and account reconciliation.
Responsible for Safe Deposit box transactions
Execute, key, and verify wire transfers.
Supervisory Responsibilities This job has no supervisory responsibilities.
Competencies To perform the job successfully, an individual should demonstrate the following competencies:
Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes.
Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, Confronts difficult situations. Maintains objectivity. Keeps emotions under control. Uses negations skills to resolve conflicts.
Cooperation - Establishes and maintains effective relations, exhibits tact and consideration, displays positive outlook and pleasant manner, offers assistance and support to co-workers, Works cooperatively in group situations, Works actively to resolve conflicts.
Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance and Monitors own work to ensure quality.
Planning/Organization - Prioritizes and plans work activities. Uses time efficiently. Plans for additional resources. Integrates changes smoothly. Sets goals and objectives. Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections.
Problem Solving - Identifies problems in a timely manner. Gathers and analyzes information skillfully. Develops alternative solutions. Resolves problems in early states. Works well in group problem solving situations.
Requirements
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 ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience previous financial industry experience preferred.
Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages. Ability to apply concepts of basic algebra and 10 key.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to research data and make accurate decisions.
Computer Skills: To perform this job successfully, an individual should have knowledge of Contact Management systems; Internet software; Microsoft Excel Spreadsheet software and Microsoft Word Processing software.
Certificates, Licenses, Registrations: Must complete ongoing sales & service training.
Other Skills and Abilities: Must have the ability to make sound, confident decisions. Must possess proven sales skills. Must be able to read and understand credit reports.
Other Qualifications: A MSO1 will be required to complete a pre-determined list of functions and training (see MSO 1 Training Plan in Performance Pro Forms) within 18-24 months of their hire date. A MSO1 will also be required to shadow and cross train in the service center for at least 80 hours during (or prior to) their training period as well as two hours in both the Accounting and Collections departments.
Once a MSO1 has completed all the requirements of the MSO1 Training Plan, they may be promoted to a MSO2 at the supervising manager(s) discretion.
Physical Demands and Work Environment: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate.
Salary Description
$20-$30/hr., plus incentives

Apply

Vacancy posted 4 hours ago

Similar jobs that could be interesting for youBased on the Member Service Officer in Homer, NE vacancy

Member Service Officer
$20 - $30 per hour
...Member Service Officer 1 (MSO 1) Department: Member Services Reports To: Branch Manager FLSA Exempt: Non-Exempt Date last updated : 04/01/2024 Summary Provide information and support via various means (i.e. phone, internet, email etc.) to lending partners...
Suggested
Remote work
Levo Federal Credit Union
Winnebago, NE
4 hours ago
Customer Service Representative - State Farm Agent Team Member
$42k
...Customer Service Representative - State Farm Agent Team Member As a Customer Service Representative - State Farm Agent Team Member with Sterne Akin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful...
Suggested
For contractors
Relocation package
Sterne Akin - State Farm Agent
Sioux City, IA
5 days ago
Customer Service Representative - State Farm Agent Team Member
$45k
...Paid time off ~ Training & development ~ Signing bonus ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Sterne Akin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce...
Suggested
For contractors
Relocation package
State Farm
Sioux City, IA
4 days ago
Account Representative - State Farm Agent Team Member
...DESCRIPTION: As Account Representative - State Farm Agent Team Member for Sterne Akin - State Farm Agent, you are vital to our daily... ...of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an...
Suggested
For contractors
State Farm
Sioux City, IA
4 days ago
Customer Service Representative - Part Time
...Ascension FBO Customer Service Representative ARE YOU INTERESTED IN WORKING IN AVIATION? Are you interested in working in the... ...as fuel and hangar storage.Effective communication with team members via radio and other means of communication.Pro-active interaction...
Suggested
Hourly pay
Part time
Local area
Night shift
Weekend work
Ascension FBO Network
Homer, NE
2 days ago
Retail Service Specialist
...Job Overview The Retail Service Specialist will support the Store Manager and Assistant Managers in sales, customer service, store appearance... ...encouraged to apply. Essential Job Functions Lead store team members in providing excellent customer service to retail and...
Local area
Flexible hours
Shift work
O'Reilly Auto Enterprises, LLC
Sioux City, IA
2 days ago
Retail Service Specialist
...The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance... ...encouraged to apply. Essential Job Functions Lead store team members in providing excellent customer service to retail and...
Local area
Flexible hours
Shift work
Night shift
O'Reilly Auto Parts
Sioux City, IA
3 days ago
Service Advisor
...Service Advisor Sioux City Ford Lincoln is looking to add a Service Advisor to our team. The Service Advisor will act as the liaison... ...~ Employee vehicle purchase plans (includes immediate family members!) ~ Discounts on other dealership products and services...
Casual work
Immediate start
Tooele Motor Company
Sioux City, IA
5 days ago
Retail Customer Service Associate
...suggest alternatives and provide solutions. This customer service focused team member is knowledgeable in all areas of the Store's business, including... ...product information, and recommending appropriate FedEx Office products and services. The Store Consultant will operate...
Work at office
Local area
Shift work
FedEx Office and Print Services
Sioux City, IA
2 days ago
Retail Sales Consultant - 401k and Tuition Reimbursement
$12.92 - $16.57 per hour
...products at your fingertips – the latest devices and personalized services that bring friends, families and communities closer together.... ..., Retail Associate, Retail Sales Associate, or Retail Team Member, this career move would be a great fit! Our Retail Sales Consultant...
Hourly pay
Temporary work
Local area
Flexible hours
AT&T
Sioux City, IA
2 days ago
Account Manager - State Farm Agent Team Member
...oriented professional to join their team. As a State Farm team member for Myrah Favors State Farm, you will build and develop customer... ...Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance...
For contractors
Myrah Favors - State Farm Agent
South Sioux City, NE
22 days ago
Front Desk Receptionist, 3rd shift
...place to love the way you work. Our team members get the opportunity to serve and learn from... ...in all the common areas including the office, kitchen, and resident trash rooms. Provide... ...diploma or GED Experience in customer service, hospitality, or senior living Must be at...
Work at office
Shift work
Night shift
Dial Senior Living
Sioux City, IA
1 day ago
Quick Lane Advisor
...Lube Technicians, and ensuring that all work is done to quality standards. A genuine desire to service the customer and a positive attitude and willingness to be a team member are essential to this position. Benefits ~ Our family ownership and commitment to our...
Casual work
Local area
Immediate start
Tooele Motor Company
Sioux City, IA
1 day ago
Relationship Banker I
...processing transactions and addressing clients sales and financial service needs. Utilizing a need-based selling approach, it offers... ...new accounts, and connecting clients with the appropriate team members to ensure their financial needs are fully met. ESSENTIAL DUTIES...
Work experience placement
Night shift
Central Bancompany
Winnebago, NE
2 days ago
Receptionists
...residents, visitors, staff, and prospective clients in a positive, service-oriented manner. The Receptionist must possess excellent... ...Typing and ten key adding machine. Ability to function as a team member. Good interpersonal skills with all levels of staff, residents,...
Flexible hours
Charter Senior Living of Bay City
Sioux City, IA
4 days ago
Front Desk Receptionist (Part-Time & Weekend Only)
...Creates a positive environment and works closely with all hotel team members Performs all tasks in an efficient and timely manner to meet... ...to work part time on weekends and holidays Excellent guest service skills Ability to resolve guest inquiries and problems Familiarity...
Part time
Weekend work
Jobtailor
Sioux City, IA
3 days ago
Customer Service Representative - State Farm Agent Team Member
...salary ~ Paid time off ~ Training & development ~ Signing bonus ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Sterne Akin - State Farm Agent, you will generate the kind of exceptional customer experiences that...
Relocation package
Sterne Akin - State Farm Agent
Sioux City, IA
14 days ago
Customer Service Sales Representative
...Our company is looking to add multiple customer service positions to our growing team of remote representatives. This is a full time... ...the ability to work from home! We service union and association members by matching clients to the products and services they receive as...
Weekly pay
Full time
Local area
Remote work
Work from home
Zuzick & Associates
Sioux City, IA
3 days ago
Environmental Services Assistant - Housekeeping
...Accura HealthCare of Sioux City is seeking an Environmental Services Assistant to join our team in housekeeping . If you embrace... ...centered care, in addition to fostering an environment that team members want to be a part of. If you desire an organization that creates...
Full time
Monday to Friday
Flexible hours
Weekend work
Day shift
Shenandoah Accura Healthcare
Sioux City, IA
5 days ago
Sales Coordinator
$24.16 - $28.98 per hour
...environment with minimal supervision ~1-3 years experience performing customer service and/or administrative support ~ Able to manage time effectively ~ Basic knowledge of Microsoft Office Suite Minimum Physical Requirements: Walking, talking, hearing...
Full time
Temporary work
Work experience placement
Work at office
Ziegler Inc
Sioux City, IA
4 days ago
Customer Service Associate - Temporary
..., fair, friendly, and efficient checkout service. Customer Experience + Engages customers... ...customer service best practices with all team members to deliver a distinctive and delightful... ...AVE,SIOUX CITY,IA,51106 Full District Office Address: 4650 MORNINGSIDE AVE,SIOUX CITY,...
Hourly pay
Temporary work
Part time
Work experience placement
Seasonal work
Work at office
Local area
Flexible hours
Shift work
Afternoon shift
Walgreens
Sioux City, IA
1 day ago
Service Scheduling and Support Specialist
...success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our... ...Training Employee vehicle purchase plans (includes immediate family members!) Discounts on other dealership products and services...
Casual work
Immediate start
Team Auto Center
Sioux City, IA
3 days ago
HOTEL SALES COORDINATOR
...following. Other duties may be assigned. Answers hotel phones, greets visitors and provides information as requested for the sales office. Distributes incoming mail and processes outgoing correspondence including shipments through UPS, Fed Ex, etc. Maintains...
Work at office
Renaissance Services
Sioux City, IA
21 days ago
Pharmacy Customer Service Associate
...customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists... ...Models and shares customer service best practices with all team members to deliver a distinctive and delightful customer experience,...
Work experience placement
Seasonal work
Local area
Immediate start
Flexible hours
Shift work
Afternoon shift
Walgreens Boots Alliance
South Sioux City, NE
3 days ago
Customer Service Associate - Closing Shift
$14 per hour
...Customer Service Associate Starting hiring pay at: $14.00 As an important part of our team, Customer Service Associates impact... ...previous experience as a customer service associate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive...
Hourly pay
Temporary work
Casual work
Immediate start
All shifts
Flexible hours
Shift work
Raising Cane's
Sioux City, IA
3 days ago
Customer Service Specialist
$16.66 per hour
...position is essential to the success of our retail stores. Customer Service Specialists work closely with wholesale and retail customers to... ...- In-Store Interview Your video interview is reviewed by a member of our Recruitment team and our top candidates are invited to...
Hourly pay
Contract work
Part time
For contractors
Work experience placement
Local area
Afternoon shift
Sherwin-Williams
Sioux City, IA
1 day ago
MEDICAL CUSTOMER SERVICE REPRESENTATIVE
...Medical Customer Service Representative Siouxland Community Health Center has an opening for: Medical Customer Service Rep... ...Behaviors Preferred Team Player Works well as a member of a group Detail Oriented Capable of carrying out a given...
Full time
Work experience placement
Local area
Siouxland Community Health
Sioux City, IA
5 days ago
Customer Service Manager
...What you'll do As a Wendy’s Customer Service Manager, your primary responsibility is to create a service culture designed to “Delight... ...Training, monitoring and reinforcing food safety procedures to crew members. Acting as Cash Manager as needed, including setting up cash...
Hourly pay
Shift work
The Wendy's Company
Sioux City, IA
3 days ago
Remote Mortgage Protection Sales Associate
...Spieldenner Financial Group is looking for motivated individuals for the Mortgage Protection team in Sioux City, Iowa. Team members will help families secure their financial future by providing mortgage protection coverage options. This role is flexible, allowing for work...
Full time
Part time
Remote work
Work from home
Flexible hours
Spieldenner Financial Group
Sioux City, IA
4 days ago
Environmental Services Supervisor
...Management FTE/Hours per pay period: 1.0 Department: Environmental Services- SLRMC Shift: 02:00-10:30pm Job ID: 182723 Overview... ...several years in a row for our commitment to our team members. Our competitive Total Rewards program offers benefits options...
Daily paid
Full time
Temporary work
Shift work
Afternoon shift
UnityPoint Health
Sioux City, IA
10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Member Service Officer. Be the first to apply!