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Guardian Credit Union · 6 days ago

Member Service Representative II, Full-Time (Menomonee Falls)

MFO Menomonee Falls - Menomonee Falls, WI 53051

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Guardian Credit Union is seeking a Member Service Representative II to provide members with service on various transactions. The role involves welcoming members, processing transactions, and cross-selling credit union products and services in a friendly and professional manner.

BankingFinancial ServicesNon Profit

Responsibilities

Represent the Credit Union to the members in a friendly, positive, and professional manner. Provides prompt, efficient, confidential, and accurate service in the processing of transactions over the counter, by phone, and by mail

Handle all monetary transactions for members (e.g., deposits, withdrawals, loan payments, check cashing) and other normal inquiries by members

Meet all assigned goals by successfully cross-selling all products and services offered by the Credit Union

Assist MSRI in complex transactions, member questions/issues, and other misc. requests, including providing transactional overrides

Open sub accounts for current members, including debit card issuance, and close accounts under Credit Union guidelines, ensuring all documents and information is recorded and accurate

Check approval authority at manager’s discretion

Accurately reconcile checks and cash drawer daily

Perform miscellaneous duties (e.g., debit disputes, automatic transfers, foreign currency, safe deposit boxes, bond redemption, and wire transfers)

Perform daily cash advance balancing

Assist in the ongoing training and education of MSRIs and new employee staff to provide the expertise necessary to perform duties effectively

Qualification

Credit Union experienceCross-selling productsOffice equipment operationInterpersonal skillsConfidentiality

Required

Successful completion of high school diploma or GED

A minimum of 6 months experience in a credit union or other financial institution is required

Ability to operate routine office equipment; typing at 35 words per minute minimum

Demonstrated ability to interpret and explain Credit Union policy and transactions posted to members' accounts and to adhere to policy

Thorough knowledge of Credit Union products and services offered to membership and demonstrated ability to cross-sell/refer such products and services effectively

Interpersonal skills to represent Credit Union positively in dealing with members and teller transactions

Ability to exercise judgment, initiative, and tact in dealing with management, supervisors, and staff

Must present a professional, business-like appearance and manner

Must maintain confidentiality

Must be bondable