Members First Credit Union
Members First Credit Union
JOB DESCRIPTION
Member Service Representative
(Non-Exempt)
Reports to: Branch Manager
Position Overview: The primary purpose of this position is to assist Members First Credit Union to deliver on its Mission: To encourage a better tomorrow. To achieve this mission the position must deliver on our brand promise: We believe in you. Our promise is to be trustworthy, caring, and enthusiastic to help you succeed. You will do this by living out our core values in every service contact to both internal and external members.
o Trustworthy
▪ We deliver excellence through knowledge.
▪ We can be depended upon to do the right thing.
▪ We believe in exceeding expectations.
o Caring
▪ We are committed to encouragement and the power of positivity.
▪ We respect all people, without judgment.
▪ We give the best of ourselves when we join together.
o Enthusiastic
▪ We are hardworking, passionate people.
▪ We encourage maximizing happiness and fun.
▪ We thrive by finding new ways to help.
Member Service Representative:
• Create opportunities for expanded member relationship by determining the needs for additional product and services; recommend appropriate Credit Union solutions
• Remind delinquent members that their payments are due
• Maintain Sales Records
• Operate and balance a cash drawer each day
• Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments.
• Handle inquiries on member’s accounts, statements, and histories.
• Process checking account orders as required.
• Sell Visa Gift and Travel Cards and cashier’s checks/money orders.
• Collect any fees as required for services.
• Answer phones and handle inquires.
• Process mail as required.
• Assist other departments with clerical duties as required.
General Sales Expectations:
• Successfully use effective Sales Champion skills and behaviors
• Build relationships with current and new members. Offer products and services that will help improve their financial wellbeing.
• Assist with the onboarding process that continues to build relationship with new members.
• Make sure members are being fully served
Other:
• Answer telephones and handle member inquiries
• Process mail as required
• Attend education functions as required
• Other duties that may be assigned from time to time.
Performance Standards:
• Strive to exceed credit union, department, and personal goals
• Team oriented
• Dependable
• Highly organized
• Produces accurate work results
• Readily keeps others adequately informed
• Presents a professional image
• Maintains a high level of knowledge about credit union philosophy, products and services
Education Requirements:
• Minimum high school graduate or equivalent.
Experience:
• Ability to operate a 10 key calculator and a typewriter
• Six months previous cash handling experience
• Experience operating a personal computer
• Experience with Microsoft Word and Excel
• Ability to communicate with members and other staff – clearly and concisely
• Good working knowledge of all credit union products and services
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