Job Description

Member Service Representative

•Greet and welcome members and visitors to the credit union in a friendly professional manner.•Process member deposit and withdrawal requests, received either in person or via mail/electronic means.•Process/Post Loan payments received either in person or via mail/electronic means.•Maintain appropriate cash levels according to the cash limit policy. Understand procedures associated with bait cash.•Examine monetary instruments for endorsement and negotiability.•Provide information and cross sell all products and services offered by the credit union.•Open new share/share draft/certificate accounts, perform file maintenance on member accounts, and verify membership requirements according to policies and procedures. •Ordering and maintenance of the ATM/Debit cards to include all database changes, pin changes, new cards and all reorders and investigations. •Assist members with ordering personal checks. •Maintain open/closed membership files.•Answer telephone in a professional manner and direct calls to appropriate department or person.•Monitor office supply levels; maintain adequate supplies on the frontline for prompt member service. Inform management when items need to be re-ordered.•Attend education/training sessions with particular emphasis on OFAC/BSA compliance.•Complete proper documentation for both incoming and out-going wire transfers. •Assist members with IRA account openings, deposits and withdrawals. •Assist in daily balancing/replenishment of credit union ATM.•Perform account research as necessary.•Ensure compliance with all credit union procedures/rules.•Perform other duties as assigned by Supervisor.

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