Member Service Representative Duties:
➢Open new share, share draft, money market, certificate, and IRA accounts. Assist members with new account opening: ensure necessary documentation has been collected and archived, validate account setup in CU Base, educate members about additional services, follow-up as needed.
➢Service existing share, share draft, certificate, and IRA accounts. Assist members with inquiries about their accounts. Research deposit, withdrawal, and loan payment discrepancies. Handle member requests for transfers, withdraws, change of address, loan payments, online bill pay maintenance, CD, and IRA transactions, etc.
➢Assist members with various other requests for products or services such as wire transfer requests, file maintenance updates, account research, etc.
➢Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account. Actively promote credit union products and services.
➢Assist the Branch Operations Manager and Operations Supervisor in completing various back office and administrative projects.
➢Maintain up to date comprehensive knowledge on all credit union products, services, rules, regulations, and policies that are handled or promoted by the MSR.
Member Service Teller Duties:
➢Greets and welcomes members to the credit union in a courteous, professional and timely manner.
➢Assumes responsibility for the efficient and accurate performance of assigned teller functions within established procedural guidelines
➢Processes member transactions, verifies transactions, monitors deposit amounts, examines documents for endorsement and negotiability, detects and resolves discrepancies promptly.
➢Receives deposits and disburses cash or check withdrawals, order checks, process stop payments, cashiers’ checks, money orders.
➢Processes a variety of other routine financial transactions accurately and efficiently including transfers, loan and credit card payments and other member transactions.
➢Maintain knowledge of all State and Federal Regulations that are applicable to the transactions performed in the teller area.
➢Performs member file maintenance and account changes as requested.
➢Responsible for maintaining the appropriate level of cash on hand, balancing daily transactions and verifying cash totals. Research and resolve out-of-balance conditions and cash drawer discrepancies promptly.
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