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Members First Credit Union · 1 day ago

Member Service Representative I/Teller

Grand Rapids, Michigan, United States

Full-time

Onsite

New Grad, Entry Level

Members First Credit Union is seeking a Member Service Representative at their Kentwood Branch to support members in their financial journey. The role involves processing transactions, assisting with account maintenance, and collaborating with branch staff to enhance member relationships.

BankingFinanceFinancial Services

Responsibilities

Create opportunities for expanded member relationship by determining the needs for additional product and services and recommend appropriate Credit Union solutions

Remind delinquent members that their payments are due

Maintain Sales and Service Performance Expectations

Process member’s cash and check transactions, to include deposits, withdrawals, check cashing and loan payments. Inputs CTR information electronically and sends the CTRs to BSA Compliance Officer

Handle inquiries on member’s accounts, statements, and histories

Process check orders as needed

Sell Visa Gift and Travel Cards and cashier’s checks/money orders

Collect any fees as required for services

Answer phones and handle inquires

Process mail as needed

Assist other departments with clerical duties as required

Participate and engage in monthly developmental coaching

Attend education functions/ Community Difference Projects (CDP)

Other duties that may be assigned from time to time

Qualification

Certified Credit Union Financial CounselorFinancial counseling conceptsMicrosoft WordMicrosoft ExcelMicrosoft OutlookHighly organizedProfessional imageTeam orientedEffective communication

Required

Minimum high school graduate or equivalent

Experience operating a personal computer

Ability to communicate with members and other staff – clearly and concisely

Good working knowledge of all credit union products and service

Skills in Microsoft Word, Excel, and Outlook

Knowledge of, or the ability to learn Credit Union systems, products, services, and procedures

Strive to exceed credit union, department, and personal goals

Team oriented

Highly organized

Produces accurate work results

Readily keeps others adequately informed

Presents a professional image

Maintains a high level of knowledge about credit union philosophy, products and services

Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and /or outside the organization generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion

Effectively apply and maintain financial counseling concepts, gained through America's Credit Unions' Financial Counseling Certification Program (FiCEP), to promote financial well-being

Successfully obtain Certified Credit Union Financial Counselor (CCUFC) designation through America's Credit Unions within first year of service with M1