Member Service Representative
Company: University of Iowa Community Credit Union
Location: Iowa City
Posted on: May 25, 2023
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Job Description:
Position Summary
POSITION SUMMARY:
The primary duties/responsibilities of the Member Service
Representative (MSR) include quality, responsive, and professional
member service to all members and staff of GreenState Credit Union
in all daily transactions and inquiries. Provides information
and/or answers questions regarding transactions and all Credit
Union products and services. This position is the front line to our
members and the face of the credit union. Service starts with this
key role and they are our service champions. The qualified
candidate will be member focused, show excellence in accuracy and
all their work, demonstrate integrity, share one vision through
teamwork and continually look for improvement within their
role.
GREENSTATE CULTURE:
At GreenState, we exist to create lasting value for those we serve.
We do this by putting immense value into our employees, members and
communities. We empower our employees to create endless
opportunities, which will then impact the lives of our members and
enhance the vitality of our communities.
GreenState is proud to offer a Bilingual Pay Program for qualifying
applicants.
Position details:
Monday through Friday from 8:45 am - 5:45 pm, plus 3 out of 4
Saturdays from 9:00 am - Noon.
Pay range for this hourly position is $17.39 - $20.33/HR with a
monthly incentive opportunity and a progressive benefits
package.
Essential Duties and Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Performs essential duties and responsibilities in the following
areas which may include, but are not limited to those listed and
are subject to change:
Adheres to the Credit Union Service Standards in carrying out
GreenState's mission and vision.
Demonstrates a positive member service (internal and external)
focus at all times, greeting members and guests with a smile and
eye contact immediately upon their arrival, using their name or
acknowledging them, and thanking them for their business.
Demonstrates teamwork in all interactions with coworkers and in the
completion of all duties and responsibilities.
Ensures confidentiality of member information.
Supports a diverse and inclusive work environment.
Ensures confidentiality of members account records and account
information. Request identification whenever necessary and provide
account information to only those members listed as primary or
joint owners.
Makes weekly outbound service calls to members.
Answers member questions or refer members to appropriate
departments or supervisors.
Assists with member account discrepancies, statement problems,
complaints and escalates as necessary.
Performs member transactions including; deposits, withdrawals,
transfers, check cashing, loan payments, credit card payments, cash
advances, bond redemptions, disbursement of official checks, sale
of money orders, cashier checks, savings bonds, and promotional
sales materials.
Builds member relationships by recognizing their financial needs
and meeting those needs with the appropriate GreenState product and
service or referring them to the specialized department (Wealth
Management, Commercial, Mortgage, GreenState Insurance etc.) to be
served.
Maintains a satisfactory balancing record.
Educates members and staff of the features and benefits of all our
products and services.
Refers products and services that benefit members to achieve team
goals.
Accepts and examines checks for endorsements and negotiability.
Determine availability of funds based on regulations and policy.
Place holds on accounts for uncollected funds when necessary,
provide member with the proper documentation.
Processes mail and night deposit transactions.
Completes all forms including negotiable instrument logs, vault
cash advances/turn-ins, direct deposit, member check orders.
Participates in Opening and Closing procedures. Organize the MSR
area and turn off all equipment (computers, copier, adding
machines, lights). Ensure all confidential information is secured
at the end of the day.
Complete daily work including balancing and reconciliation of
drawer offages.
Monitors and manage the vault including cash disbursements,
balancing, and end of day lock-up. Ensure that enough, but not
excessive, funds are always on hand .
Assists in security procedures. Has access to and is accountable
for office keys and combinations.
Balances, maintains, and corrects the coin machine and cash
recyclers.
Plays a vital role in enriching the community by participating in
community service organizations and/or Credit Union sponsored
events.
Job Requirements/Expectations
JOB REQUIREMENTS:
Interpersonal skills to represent the Credit Union in a positive
way.
High energy with the ability to approach individuals to engage in
conversation, build rapport, establish and maintain member
loyalty.
Thorough knowledge of deposit products and regulations.
Accuracy in the handling of cash, recording daily transactions, and
attention to detail.
Good telephone manners and techniques.
Ability to work with minimal direction and exercise sound
judgment.
Member account problem-solving skills.
Proficiency with related computer applications, spreadsheets, word
processing, and database applications.
Ability to develop and maintain effective working relationships as
a cohesive team.
High school diploma or the equivalent (i.e. GED).
Cash handling, sales, and customer service experience desired.
Must be bondable.
Reports to work punctually, works all scheduled hours, and works
overtime as necessitated by business demand.
Reporting Relationship
Reports to the Vice President/Branch Managers as assigned.
Supervisory Responsibilities
This position is not responsible for supervision of other
employees.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer.
M/F/Veteran/Disability. We strongly encourage minorities, veterans,
and individuals with disabilities to apply for openings with the
credit union.#ID
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ID 2023-3399
Category Retail
Employment Classification Regular Full-Time
Keywords: University of Iowa Community Credit Union, Iowa City , Member Service Representative, Sales , Iowa City, Iowa
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