Member Service Representative

## Overview **Key Responsibilities:** - Greet and welcome members and visitors in a courteous, professional manner. - Process member transactions efficiently, accurately, and promptly. - Provide general and specific information regarding credit union products and services in-person, by phone, or via electronic communication (email, voicemail, etc.). - Respond to member inquiries, problems, and complaints, or refer them to the appropriate personnel. - Open new accounts and service existing ones, ensuring all membership documentation is complete. - Handle member requests such as: - - Share transfers and withdrawals - Loan payments - Check requests - Share certificate transactions - Educate members about credit union products and services based on their financial needs. - Process mail and night deposit transactions; open and close vaults. - Mail receipts and checks in accordance with policy and procedures. - Research and resolve discrepancies in deposits, withdrawals, and loan payments. - Provide basic investment information to members. - Assist members with balancing their accounts. - Complete forms for payroll deduction, automatic transfers, and direct deposits. - Open and maintain Individual Retirement Accounts (IRAs); process IRA transactions. - Complete CVR (Certificate of Vehicle Registration) renewals. - Perform daily branch closing duties, including vault balancing and security protocols. - Conduct account verifications in a timely manner. - Answer incoming phone calls as needed. - Perform additional duties as assigned by management. ## Description The Member Service Representative (MSR) serves as a liaison between members and the credit union. This role involves providing prompt and professional service in-person, by phone, or electronically. The MSR assists with account services, promotes credit union products, and ensures members’ financial needs are met efficiently and accurately. ## Requirements **Physical & Professional Requirements:** - Ability to stand for prolonged periods. - Ability to squat and reach as necessary. - Must be able to lift up to 20 lbs. - Strong professional communication and interpersonal skills. - Ability to work independently and collaboratively within a team.