Floating Member Service Representative

Member Service Representative

The Member Service Representative (MSR) is a primary service delivery employee focused on delivering solutions to potential and existing members in a positive and professional manner. The MSR will perform a wide range of transactional duties to serve the member by receiving or paying out funds with high accuracy. Floating MSRs will be assigned to a home branch (Lewisburg, Danville, Mount Carmel, or Bloomsburg) and asked to travel between branches as necessary to meet business needs.

Essential Functions and Basic Duties :

• Deliver outstanding member service. From the moment of contact (phone, digital, or in-person) MSR will be fully engaged with the member providing their undivided attention and delivering superior service.
• Greet and welcome members to the Credit Union in a courteous, professional, positive, and timely manner.
• Process member transactions accurately and efficiently. Process withdrawals, deposits, transfers, cash advances, loan payments, cashier checks, money orders, savings bond redemption, wire transfers, etc.
• Verify transactions. Monitor deposit and withdrawal amounts; examine documents for endorsement and negotiability. Use a high attention to detail to avoid mistakes. If an error occurs, promptly respond to the issue and work to resolve the issue in a timely manner.
• Perform account openings and maintenance as needed. Order credit union products for members as requested. Recommend products and services to help improve members' financial wellbeing.
• Maintain privacy of member's account information
• Assist members by answering questions. Actively listen and collect data to ensure member satisfaction.
• Actively participate in Credit Union events and volunteering / fundraising opportunities
• Accurately balance cash drawer at end of each shift.
• Maintain an up-to-date and comprehensive knowledge on all Credit Union products and services; as well as knowledge of all related policies, procedures, and regulations.
• Demonstrate a willingness to travel between assigned locations to help the team. Arrive at the assigned location on time with a professional appearance.
• Have a positive, respectful attitude with all members, staff, and management personnel. Communicate effectively with team members and management.
• Exemplify qualities such as honesty, integrity, willingness to learn, and accountability.
• Perform other duties as assigned.

Performance Measurements :

Qualifications :

Physical Activities and Requirements of This Position :

Working Conditions : No hazardous or significantly unpleasant conditions (a typical office environment)

Mental Activities and Requirements of This Position :