Summary Sheet: Call Center - Customer Service |
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Advertiser Name | 1st Gateway Credit Union | | Advertiser Type: | Company |
Classification: | Call Center - Customer Service | | Subclassification: | |
Country: | United States | | Location: | United States |
Language: | English - United Kingdom (en-GB) | | Contact Name: | |
Employment Type: | Permanent | | Workhours: | Not Specified |
Position: Member Service Representative |
Description: Description: Purpose:
The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor.
This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members' needs are met efficiently and professionally, promoting the credit union's products and services to enhance member financial well-being.
Requirements: Duties and Responsibilities:
Member-Centric Approach: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
Member Centered Engagement: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
Issue Resolution: Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
Account Management: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
Transaction Processing: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
Account Reconciliation: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
Office Administration: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, shredding, and cleaning.
Product Promotion: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
Compensation details: 15-16 Hourly Wage
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