Member Services Representative I (Merritt Island)
2024-1238
Category
Branch Operations
Position Type
Regular Full-Time
Remote Status
Not Remote
Location
US-FL-Merritt Island
Position Summary
The Member Services Representative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day.
MSR I's interact with members face-to-face in a fast-paced environment and are responsible for meeting their initial requests.
MSR I's must be proactive in referring Launch Credit Union products / services to every member to enhance their financial wellbeing.
MSR l's are also responsible for following all safety and compliance procedures to protect the assets of the Launch Credit Union and its members, communicating effectively, and promptly resolving member concerns.
Primary Responsibilities
1. Processes a variety of transactions (i.e., deposits, withdrawals, transfers, loan payments, check cashing, buys, and sells cash etc.).
2. Examines checks for validity and processes them through the check scanning system. Determines and places applicable holds on checks in accordance with Reg.
CC. Reviews alerts placed on member records and responds accordingly.
3. Balances cash drawer and checks daily. Accurately accounts for all cash and monetary instruments. Follows and completes all cash handling and balancing procedures.
4. Verifies the member's identity and communicates with members according to service standards.
5. Educates members on credit union products and services. Identifies member needs for additional products / services and refers them to branch representatives and business partners.
6. Meets production goals.
7. Resolves member issues promptly and professionally.
8. Maintains the highest level of confidentiality with all information obtained.
9. Monitors the member-tracking system and assists members in a timely manner.
10. Contacts Member Solutions regarding member payments when applicable.
11. Follows and ensures compliance with all operational procedures that are required to maintain
accuracy, manage risk, prevent fraud, and protect members.
12. Issues replacement debit and credit cards.
13. Completes the End of Day balance sheet.
Other Responsibilities
1. Assists other MSR I's as needed.
2. Scans documents into the document retention system as needed.
3. Processes check orders.
4. Sorts the daily work for the branch.
5. Checks email for updates.
6. Processes and balances the ATM and posts night drop transactions.
7. Prepares coin bags to ship to Brinks.
8. May assist members with their Safe Deposit Boxes.
9. Follows all Launch Credit Union policies and procedures.
10. Completes compliance training assignments in a timely manner.
11. Attends meetings and training sessions as required.
12. Performs other duties as assigned.
Supervisory Responsibilities
None.
Education, Experience, and Skills Required
1. A minimum of one year of similar or related experience.
2. A minimum of one year of sales experience and / or identifying member / customer needs.
3. A high school diploma or GED.
4. Ability and willingness to identify member needs and make appropriate product / service recommendations to meet those needs.
5. Good interpersonal skills, including displaying courtesy, tact, and diplomacy during personal contact with others inside and / or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
6. Strong written, verbal, communication skills.
7. Good mathematical skills and accurate cash handling skills.
8. Must be proficient in the use of computers with a demonstrated ability to quickly learn software applications, multiple programs, and systems.
9. Must be knowledgeable or have a demonstrated ability to quickly learn and understand the applicable regulations (i.e.
Reg D, CC, BSA, TISA, etc.).
10. Ability to work under pressure in a fast-paced environment and multitask.
11. Good judgment, decision making, and problem-solving skills.
Member Services Representative I (Merritt Island)
Member Services Representative I (Merritt Island). The Member Services Representative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash ...
Member Services Representative I (Merritt Island)
The Member Services Representative I (MSR I) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. Identifies member needs for additi...
Member Services Representative II (Rockledge)
The Member Services Representative II (MSR II) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. Member Services Representative I...
Member Services Representative
Member Services Representative. Planet Fitness members, prospective members and guests. Greet members, prospective members and guests, providing exceptional customer service. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceedi...
Member Services Representative
Member Services Representative. Planet Fitness members, prospective members and guests. Greet members, prospective members and guests, providing exceptional customer service. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceedi...
Member Services Representative II (Rockledge)
The Member Services Representative II (MSR II) is responsible for providing exceptional service to members and assisting them with various types of transactions, examining checks, referring credit union products and services, and balancing their cash drawer each day. Identifies member needs and reco...
Team Member
Hiring Immediately! As a team member at Pizza Hut, it's your job to help make hungry people happy as a cook, CSR, or production person. ...
Receptionist/administrative Assistant- Fort Lauderdale Area - Urgently Hiring!
We are seeking an Administrative Assistant to support our growing company! As a valued team member, you will provide a broad range of administrative support to the department.Do you deftly handle multiple tasks? Are you a good communicator with a focus on excellent customer service? Do you thrive in...
Pharmacy Customer Service Associate
Must be fluent in reading, writing, and speaking English.Requires willingness to work flexible schedule, including evenings and weekend hours.Prefer six months of experience in a retail environment.Prefer to have prior work experience with Walgreens.Prefer good math skills so they can fill prescript...
Receptionist - Merritt Island
Function as support for the dental office at the front desk.This position is a combination of patient interaction and basic paperwork administration under the direction of the Office Manager.Exercise excellent customer service while interacting with patients both over the phone and in person.Check i...