Member Service Representative - Morrison, United States - 1st Gateway Credit Union
Description
:Purpose:
The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions.
This position is a fundamental contributor to our commitment to delivering exceptional member service.
A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.
Requirements:
Duties and Responsibilities:
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Member-Centric Approach:
Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
-Member Centered Engagement:
Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
-Issue Resolution:
Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
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Account Management:
Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
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Transaction Processing:
Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
-Account Reconciliation:
Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
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Office Administration:
Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, shredding, and cleaning.
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Product Promotion:
Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
-Additional Responsibilities:
Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.
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