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Launch Credit Union · 4 days ago

MEMBER SERVICES REPRESENTATIVE III (Kennedy Space Center)

Kennedy Space Center, FL 32899

Full-time

Onsite

Mid Level

3+ years exp

Launch Credit Union is seeking a Member Services Representative III (MSR III) to provide exceptional service to its members at the Kennedy Space Center. The MSR III will assist members with various transactions, loan requests, and account management while ensuring compliance with safety and operational procedures.

BankingCreditFinancial Services

Responsibilities

Identifies member needs and recommends appropriate products/services using credit reports and member information. Refers the member to appropriate branch representatives and/or business partner of applicable

Conducts consumer, business, and real estate loan interviews and sends applications to loan underwriting for review and decisioning. Follows-up to determine the status of the loan. Provides regular updates to members. Disburses loan proceeds to members

When appropriate, offers debt protection products (e.g., GAP Insurance, Debt Protection, etc.) to members

Assists members with various services, including opening and closing consumer depository (savings, checking, IRAs, etc.) and business accounts, updates to existing accounts, safe deposit boxes, issues debit and credit cards, disputes/fraud, stop payment orders, wire transfers, etc

Ensures members meet credit union membership eligibility requirements

Assists members with credit union Digital Services products and services including troubleshooting

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 while meeting 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

Ensures documents are completed accurately and saved to Launch Credit Union’s document retention system

Places outbound calls and follows-up on services provided, recommendations, new product launches, and improve/deepen relationships with members

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

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

Develops, maintains, and demonstrates a working knowledge of credit union loan and member service standards, policies, procedures, and applicable state and federal regulations

Participates in community and marketing events

Refers members to all Launch business partners (i.e. investments, business payroll, etc.)

May notarize documents for members

May assist with branch audits

Assists MSR I and IIs as needed

Sorts the daily work for the branch

Checks email for updates

Processes and balances the ATM and posts night drop transactions

Prepares coin bags to ship to Brinks

Assists 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

NMLS LicenseCustomer Needs IdentificationCash Handling SkillsMathematical SkillsComputer ProficiencyInterpersonal SkillsCommunication SkillsProblem-Solving SkillsDetail Oriented

Required

A minimum of three years of similar or related experience

A minimum of two years of experience in identifying member/customer needs and offering technical and sophisticated products in a production driven environment subject to individual performance, referral and or production goal

A high school diploma or GED

Have or ability to obtain an NMLS (Nationwide Mortgage Licensing System & Registry) license

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

Excellent 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

Excellent written and verbal communication skills

Demonstrated ability to build rapport and establish trust and confidence with members/customers

Very strong 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 the credit union products, services, policies, and procedures, including digital services

Demonstrated ability to learn and understand how to read a credit report

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

Detail oriented, organized, ability to work under pressure in a fast-paced environment, and able to adapt to change

Excellent judgment, decision making, and problem-solving skills