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Launch Credit Union · 2 months ago

MEMBER SERVICES REPRESENTATIVE I (Deland)

Deland, FL, USA

Full-time

Onsite

Entry Level

1+ years exp

Launch Credit Union is seeking a Member Services Representative I who is responsible for providing exceptional service to members and assisting them with various types of transactions. The role involves balancing cash drawers, educating members on products, and resolving member issues in a fast-paced environment.

BankingCreditFinancial Services

Responsibilities

Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash, etc.)

Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg. CC. Reviews alerts placed on member records and responds accordingly

Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures

Verifies the member’s identity and communicates with members according to service standards

Educates members on credit union products and services. Identifies member needs for additional products/services and refers them to appropriate branch representatives and/or business partner if applicable

Meets production goals

Resolves member issues promptly and professionally

Maintains the highest level of confidentiality with all information obtained

Monitors the member-tracking system and assists members in a timely manner

Contacts Member Solutions regarding member payments when applicable

Follows and ensures compliance with all operational procedures that are required to maintain accuracy, manage risk, prevent fraud, and protect members

Issues replacement debit and credit cards

Completes the branch End of Day sheet with checks, cash, and TCR totals

Assists other MSR Is as needed

Scans documents into the document retention system as needed

Processes check orders

Sorts the daily work for the branch

Checks email for updates

Processes and balances the ATM and posts night drop transactions

May assist with preparing cash/coin shipments for pick up from the cash courier service

May assist members with their Safe Deposit Boxes

Follows all Launch Credit Union policies and procedures

Completes compliance training assignments in a timely manner

Attends meetings and training sessions as required

Performs other duties as assigned

Qualification

Cash handlingCustomer serviceSales experienceMathematical skillsRegulatory knowledgeComputer proficiencyInterpersonal skillsCommunication skillsProblem-solving skillsDecision making

Required

A minimum of one year of similar or related experience

A minimum of one year of sales experience and/or identifying member/customer needs

A high school diploma or GED

Ability and willingness to identify member needs and make appropriate product/service recommendations to meet those needs

Good interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation

Strong written, verbal, communication skills

Good mathematical skills and accurate cash handling skills

Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems

Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e., Reg D, CC, BSA, TISA, etc.)

Ability to work under pressure in a fast-paced environment

Good judgment, decision making, and problem-solving skills