Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, interview, and professionally handle the member’s daily needs. Provide a variety of transaction services to members including loan processing, closing, and disbursal. May lead the activities of other Member Service Representatives.
Duties and Responsibilities
1. Greet and welcome members and visitors to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
2. Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
3. May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
4. Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance. May handle more complex questions and problems for other Member Service Representatives.
5. Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
6. Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
7. Process, close, and disburse loans.
8. Conduct orientation interviews on credit union services and programs with each new credit union member.
9. Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account. Actively cross-sell products.
10. Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related polices and procedures, rules and regulations.
11. Provide information on investment alternatives to members wishing to deposit funds with the credit union.
12. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
13. Assist members in balancing their accounts.
14. Assist members in opening individual retirement accounts.
15. Always represent Inland Valley FCU in a professional manner.
16. Perform all other duties and responsibilites as assigned.
Job Type: Full-time
Pay: $19.00 - $21.00 per hour
Expected hours: No less than 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Weekends as needed
Work Location: In person