About the Role
Requirements
Jaci Carroll Staffing is seeking a Member Services Representative for a local, well established federal credit union. This is a full time, contract-hire position with hours being Monday-Friday 8am-5pm; occasional overtime on Thursday evenings until 7pm is expected once training is completed. Pay will be $18-$21/hr depending on prior experience.
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The Member Services Representative will be responsible for assisting members with financial transactions such as: helping members with questions and/or problems with their account, opening and closing accounts, processing member transactions and providing general information to members on the credit union’s products and services.
Essential Duties and Responsibilities:
Receive and process new member accounts. Make necessary changes to accounts such as changes in name and/or addresses, etc.
Assist members with account transactions, including transfers, certificates and IRA accounts. Establish EFT transactions and setup payroll deduction requests.
Provide basic information on Credit Union services or policy, such as eligibility for membership, types of accounts, location, office hours, current dividend rates, etc.
Provide members with account status, including balances and loan payoff amounts. Process member withdrawal requests.
File membership cards.
Verify and prepare cash and check deposits.
Assist members with account discrepancies and issues. Answer questions regarding statements and make corrections and/or process refunds with approval. Answer member’s questions and inquiries about specific ATM/account transactions. Research and resolve problems with denials or chargebacks under supervision.
Enter transactions for the collections department.
Mail checks and receipts to members as indicated by policy and procedure.
Provide backup to receptionist as needed during breaks and absences.
Examine checks for endorsements and negotiability.
Process and post daily loan payments and share deposits form members, mail and night depository.
Order and process debit cards and perform all maintenance for these card accounts within system.
Verify and post deposits from ATM machines ensuring accuracy. Assist in the daily balancing of the ATM.
Verify and post mobile deposits.
Process member check orders, transmit check orders to vendor.
Balance teller drawer at end of day.
Maintain a professional and friendly attitude with all individuals, including fellow employees, members, management staff, board members and outside vendors.
Maintain strict adherence to established security and robbery procedures.
Assist the VP of Member Experience as needed and directed.
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Requirements:
High school diploma or GED equivalent.
Prior banking or federal credit union experience is preferred. Prior experience in a customer facing role required.
Must have proficient administrative skills, such as entering data efficiently and correctly and utilizing Microsoft Office Suite
Must be able to handle confidential and sensitive information.
About the Company