1ST GATEWAY CREDIT UNION · 1 day ago
Member Service Representative
Clinton, IA
Full-time
Onsite
New Grad, Entry Level
$16/hr - $17/hr1ST GATEWAY CREDIT UNION is dedicated to providing exceptional member service, and they are seeking a Member Service Representative to efficiently handle day-to-day financial transactions. The role involves engaging with members, promoting products and services, and ensuring their needs are met with professionalism and courtesy.
BankingCreditFinancial Services
Hiring Manager
1ST Gateway Credit Union
Responsibilities
Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions
Provide information to members in person and over the phone regarding credit union services and policies
Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs
Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance
Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership
Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions
Process member mail transactions with meticulous attention to accuracy
Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments
Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding
Assist members in completing payroll deduction and direct deposit forms correctly
Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening
Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized
Qualification
Required
Member-Centric Approach: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions
Information Resource: Provide information to members in person and over the phone regarding credit union services and policies
Member Centered Engagement: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs
Issue Resolution: Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance
Account Management: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership
Transaction Processing: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions
Mail Transactions: Process member mail transactions with meticulous attention to accuracy
Account Reconciliation: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments
Office Administration: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding
Payroll Deductions and Direct Deposits: Assist members in completing payroll deduction and direct deposit forms correctly
Product Promotion: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening
Additional Responsibilities: Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized
Company
1ST GATEWAY CREDIT UNION
1St Gateway Credit Union is an online banking service provider company.
Founded in 1953
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase