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Universal Member Service Representative I

Universal Member Service Representative I

Indiana Members Credit UnionCarmel, IN, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Summary / objective

Assist and maintain member relationships through exceptional member service by performing advanced account maintenance and financial transactions. This position serves a critical role by providing exceptional service to credit union members, non-members, employees, and service providers.

Essential functions

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Accurately process all member and non-member transactions
  • Research Member questions, problems, and complaints and respond with accurate information.
  • Open and close all types of accounts while ensuring required forms and records are completed in compliance with internal policies and statutory regulations
  • Assist with advanced account maintenance and problem solving for members and non-members
  • Process and create / order Debit cards for members along with assisting with debit card disputes and fraud
  • Process stop payments, print statements and histories for members.
  • Assist with night deposits, ATM deposits, wire transfers, large currency reports, deceased members, and irate members
  • Assist employees with problem solving and questions
  • Supply cash for tellers (order and detail Brinks) in absence of the Teller Supervisor or Assistant Teller Supervisor
  • Provide assistance to the Teller Supervisor and Assistant Teller Supervisor with balancing and detailing the vault, ATM, and cash recycler as needed
  • Cross-sell IMCU products and services

Competencies

  • Ability to multi-task and exhibit patience in stressful situations
  • Completed satisfactory all in-house training
  • Exceptional interpersonal and communication skills
  • Attention to detail, maintain adaptability, flexibility and organizational skills
  • Skilled in use of core system, Evolve, Synapsys, etc.

    • Work environment

    Retail branch

    Physical demands

  • Extended period of time viewing computer monitor
  • Handling – ability to touch, feel, lift, operate and control equipment, tools and objects with the hands
  • Reaching

    • Travel required

    Minimal to none

    Required education and experience

    Indicate requirements that are job-related and consistent with business necessity]

  • 6-12 months of credit union or financial institution experience
  • High school diploma, GED, or equivalent
  • Completion of Teller Supervisor and Basics of Products and services training with IMCU

    • Other duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

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    Member Service Representative • Carmel, IN, US