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Revity Credit Union · 2 days ago

Member Service Representative in Call Center

O'Fallon, IL, US

Full-time

Onsite

Entry Level

$21.36/hr - $21.36/hr

2+ years exp

Revity Credit Union is a not-for-profit organization dedicated to serving its members through various financial services. They are seeking a Member Service Representative to assist members with their credit union needs, including opening accounts, processing loans, and resolving issues. The role also involves training new employees and ensuring compliance with the Bank Secrecy Act.

BankingFinancial Services

Responsibilities

Assists members with opening and closing of all Credit Union accounts, answers questions about products and services and resolves problems that are within their authority to resolve

Processes financial transactions at the request of the member

Processes all loan applications (including setting up and issuing loans, documentations for each loan type)

Refers problems that are beyond their authority to their supervisor, along with their recommendations

Acts as a liaison between members and various organizations and departments

Assures that appropriate and accurate records are maintained and required reports are prepared in a timely manner

Identifies cross‑sell opportunities and cross‑sells services to members

Fulfill your responsibilities under the Bank Secrecy Act including, but are not limited to, adhering to the CIP policy and procedures and monitoring for and reporting suspicious activity related to new accounts, loans and any other MSR duties

Trains and mentors new employees

Performs other job related duties as assigned