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Member Service Representative
Member Service RepresentativeSouth Bay Credit Union • Redondo Beach, CA, USA
Member Service Representative

Member Service Representative

South Bay Credit Union • Redondo Beach, CA, USA
5 days ago
Job type
  • Full-time
  • Quick Apply
Job description

DESCRIPTION : The Member Service Representative will report directly to the Branch Manager. Under minimal supervision the MSR is responsible in handling all member service request , and ensure adherence to policies, procedures, and compliance. The MSR must have the ability to travel to other branches for support and coverage as needed.

RESPONSIBILITIES :

  • Assist members with teller transactions, account maintenance and inquiries regarding products and services.
  • Assist members with opening and closing accounts and addresses and resolves member problems, inquiries, or complaints.
  • Maintain accuracy via transactions and information provided in person, during calls and emails.
  • Act as a liaison between members and departments providing insight to trends that may be impacting member service.
  • Trouble shoot and resolve member and internal inquiries in a timely manner.
  • Actively cross-sell products and services to members to achieve or exceed established individual and branch sales goals.
  • Respond to online banking request, emails, and messages.
  • Perform other duties as assigned.

PERFORMANCE MEASUREMENTS :

  • Provide informed, prompt, and accurate service to all members by greeting members immediately.
  • Open all accounts, certificates of deposit, and other Credit Union products or service in accordance with regulations, ensuring all related forms and documents are completed and filed / scanned in a timely manner.
  • Carry out assigned duties and responsibilities with minimal errors according to established branch and credit union standards / procedures.
  • Actively cross-sell products and services to members to achieve or exceed established individual and branch sales goals.
  • Troubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.
  • Ensure compliance with all applicable Credit Union policies, procedures, and regulations.
  • Maintain a professional work environment and business-like appearance according to credit union policy.
  • REQUIREMENTS :

  • One to three years minimum of similar or related experience
  • Employee must be professional, dependable, and flexible
  • Excellent Communication Skills
  • Excellent Organizational Skills
  • Enthusiastic towards job functions and duties
  • Capable of working independently with little or no supervision
  • Self-Motivator and ability to formulate solutions
  • Windows, Word, Excel, and Internet proficiency.
  • Ability to prioritize tasks
  • Ability to travel to other branches for support
  • Job Posted by ApplicantPro

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    Member Service Representative • Redondo Beach, CA, USA

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