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1st Community Federal Credit Union · 21 hours ago

Member Service Representative

1st Community Federal Credit Union - San Angelo, TX 76904

Full-time

Onsite

Entry Level

2+ years exp

1st Community Federal Credit Union is seeking a Member Service Representative to provide high-quality service to its members. The role involves greeting members, opening accounts, processing loans, and cross-selling credit union products while ensuring member satisfaction.

BankingCredit CardsDebit CardsFinancial ServicesInsurance

Responsibilities

Greets members, loan applicants and other visitors to the Credit Union. Represents the credit union in a courteous and professional manner

Assists members and potential members, providing services such as answering questions, quoting rates, providing balances, researching and resolving problems related to member services and accounts

Consistently listens to members and observes documents looking for ways to help members identify and satisfy their financial service needs by cross-selling other credit union services

Opens a variety of accounts, such as savings, checking, term share certificates, money market accounts, IRAs, club accounts, fiduciary accounts and non-profit accounts. Signs members up for services such as direct deposit, CU Talk, ItsMe247 Online Banking, Bill Payer, debit card and safe deposits boxes. Provides information on all relevant products and services

Orders checks for members. Handles checking account problems, such as stop payments. Assists members in reconciling checking accounts

Receives requests to close member accounts and safe deposit boxes. Reviews accounts for problems or holds prior to closing account or safe deposit box

Sets up eligible member’s accounts for accidental death and dismemberment insurance or any additional products offered and makes changes as requested

Takes requests for transfers between credit union accounts, bank wires and commercial money orders

Verifies and posts change of address requests received from members and other departments

Opens and closes the safe deposit box vault for daily business. Maintains safe deposit box accounts including posting fees and other clerical duties. Assists members in accessing their safe deposit box

Receives loan requests in person, by mail, email or by telephone, or receives information from loan officer. Ensures loan application is current, and that all information is complete. Pulls credit report if needed and forwards all documents necessary for loan officer review

Sets up and maintains loan files, prints necessary forms, explains forms and terms to member, posts loan, disburses funds. Follows up on loan documents which have not been returned. Communicates with loan officer and member as necessary

Monitors loans to ascertain that all documents, files, and computer records are accurate and complete

Receives telephone calls, faxes, mail requests, emails and texts related to loans and member services. Answers questions and researches problems as requested

Follows through on all problems and requests for service or loan information, ensuring member satisfaction

Performs clerical work associated with providing loan payoff information

Performs a variety of clerical work related to loans and member services and provides clerical support to loan officer(s). Examples include typing/word processing, producing reports, faxing, photocopying, completing forms, and filing

Follows the expectations set in the Member Service Values