Member Service Representative (MSR)
Responsible for providing exceptional member service and banking solutions that will increase membership relationships with Destinations CU and generate revenue. Performs savings, checking and loan account transactions with new and existing members and evaluates their financial needs, providing one-on-one member advise, and explores opportunities to cross-sell the best suitable products and services and generates and channels referrals.
Major Duties & Responsibilities
•Actively promotes a need-based sales and service culture by Destinations CU mission, vision, and values, always providing a stellar member experience.
•Process transactions for members in person or via telephone, including but not limited to deposits, withdrawals, loan payments, cash advances, transfers, and verifies checks for endorsement and negotiability
•Prepares individual daily settlement of cash totals and other transactions bringing cash drawer and settlement sheets into balance. Locates and corrects discrepancies.
•Assists members with payroll direct deposit inquiries and maintenance, contact information updates, stop payments, as well as Bill Payer account setup and maintenance.
•Evaluates members financial needs, creates the necessary awareness, and actively looks for opportunities to generate referrals for cross-sell of all Destinations products and services.
•Performs strictly the member verification per Destinations MIP on every member interaction.
•Performs other job-related duties as assigned by the Branch Manager.
Education & Experience
A High School Diploma or Equivalent, College is preferred. Must have a minimum of six (6) months experience in customer or member service and cash handling. Prior sales experience is preferred. Must possess effective written and verbal communication skills. Must be adept in operating standard office equipment, specifically a computer, and must have a working knowledge of Microsoft Office products.
A significant level of trust and diplomacy is required, in additions to normal courtesy and tact in providing assistance and information. Excellent communication skills (oral, written). Must possess an adequate business-like personal appearance.
Required Compliance Courses
Bank Secrecy Act/Anti-Money Laundering/ OFAC requirements that pertain to the position at Destinations CU and as directed by management.
Full-time position, some Saturdays will be required.
Qualified applicants can send their resume to [email protected]