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Member Service Representative


Summary Sheet: Call Center - Customer Service

    
Advertiser Name1st Gateway Credit UnionAdvertiser Type:Company
Classification:Call Center - Customer ServiceSubclassification:
Country:United StatesLocation:United States
Language:English - United Kingdom (en-GB) Contact Name:
Employment Type:PermanentWorkhours: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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