Guardian Credit Union · 21 hours ago
Member Service Representative II, Full-Time (West Allis)
WAO West Allis - West Allis, WI 53227
Full-time
Onsite
New Grad, Entry Level
0+ years expGuardian Credit Union is seeking a Member Service Representative II to provide service to members on various transactions. The role involves welcoming members, processing transactions, and providing information on credit union products and services while upholding the organization's core values.
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
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
Must have 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
Must be able to complete all physical requirements of the job with or without a reasonable accommodation
Must be able to remain in a stationary position and occasionally move about the inside of the office and vault
Frequently move boxes weighing up to 50 pounds across the office for various needs
Requires the ability to communicate information and ideas so others will understand
Must be able to exchange accurate information in these situations
Requires one to position self to maintain files in file cabinets
Must be able to remain in a stationary position while assisting members (majority of workday)
Travel to different worksites is required at times
Must have reliable transportation
Company
Guardian Credit Union
Guardian Credit Union is a non-profit organization that provides financial products and services to customers.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Nitka, CPA
Executive VP and CFO
Steve Heiderer
Senior Vice President and Chief Operating Officer
Recent News
BizTimes - Milwaukee Business News
2025-03-17
Company data provided by crunchbase