Member Service Representative

SHAREPOINT CREDIT UNION • Bloomington, MN • 2h ago

Our Member Service Representatives are the faces of the Credit Union, and the primary front-line contact for our members. The MSR's primary role is to assist members with their financial transactions and telephone requests, responds to and resolves problems in a timely manner, creates relationships and establishes rapport with members while maintaining the image and upholding the values of the Credit Union. Hours: Full Time: 38-40 hours per week. Shifts may vary between the hours of 8:30am-5:30pm Monday-Friday and 9:00am-12:00pm Saturdays. This role will require 1-2 Saturdays a month. Role: To assist members with their financial transactions. This includes but not limited to cash and non-cash depository transactions and account administrative task and general member and account support. This position may also require travel to other branches to provide back-up support. Responsibilities: Greets each member in a courteous and professional manner. Receives and processes member financial transactions including deposits, withdrawals, loan payments, transfers, cashier's checks, money orders and cash advances. Accurately balance cash drawer and checks. Processes check orders, Instant Issue debit cards. Cross sells appropriate credit union products and services. Verifies transactions, monitors deposit accounts, and examines documents for proper endorsement and negotiability. Detects and resolves discrepancies promptly. Assist members with travel notes, completion of forms for disputed and fraudulent transactions. Actively listen to account concerns to offer applicable resolution to the member and/or internal member. Open Certificates of Deposit for existing members. Close accounts as directed. Completes mandatory forms such as CTRs. Reports suspicious member activity to manager for completion of SARs. Performs a variety of miscellaneous tasks including processing name and address changes, filing, scanning, computer input, verifying scanning and auditing new accounts. Answers phones and responds to members requests, problems, and complaints in a courteous and professional manner. If applicable, directs them to an appropriate person or department for additional assistance. Perform all duties listed above and other related duties as assigned.

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