Customer Service Rep/Member Service Rep

This job was posted by https://www.azjobconnection.gov : For more
information, please see: https://www.azjobconnection.gov/jobs/6694045

CUSTOMER SERVICE REPRESENTATIVE/MSR

AZ CENTRAL BEST COMPANIES TO WORK FOR IN ARIZONA 2020, 2021, 2022,
2023, 2024!

Do you have a passion for helping others? Do you enjoy making a
difference? Do you want to work with awesome co-workers? If you answered
yes we might be a good fit for you!

We are proud of our history! Since 1929, we have been dedicated to
delivering quality products and services that help our members achieve
financial success. Weve been committed to helping people do cool things
like establish credit, finance their first car and even learn how to
balance a checkbook for a really long time well, since 1929 anyway. How
cool is that? Were proud that we are Arizonas FIRST credit union and
were still as dedicated to delivering quality products and services to
our members now as we were back then. Our commitment to creating a
People Helping People culture is as strong as ever.

We are looking for people who enjoy helping others, building
relationships, crave a culture of mutual support and want to strengthen
our team with their unique qualities. Become part of the First Credit
Union team by applying for our Call Center/Member Service Representative
opportunity in Chandler.

Summary/Objective
Perform a wide range of transactional duties to serve members (in
person, online, by phone). Build new and maintain existing member
relationships that result in optimal member experience. Maintain
accurate transactional records. Provide a variety of member savings,
share draft/checking and credit account transactions in accordance with
credit union policies and procedures. This person requires an ability to
communicate effectively with prospective and current members and to
represent the credit union in a positive manner that supports our FIRST
values.

Essential Functions
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

1. Greet and welcome members to the credit union in a courteous,
friendly, respectful, professional and timely manner, providing
prompt, accurate and efficient member transactions.
2. Receive share drafts/checks and cash for deposit to accounts, verify
amounts, examine share drafts/checks for proper endorsement, and
enter deposits into computer records. Assist with mail or email
transactions as needed.
3. Cash share drafts/checks and process withdrawals; pay out money
after verification of Identification and member balances.
4. Receive consumer loan, home loan and other payments, and ensure the
payments match balances due and are accurate when posting to the
computer. Generate member receipts.
5. Post IRA contributions and withdrawals, open and/or close
certificates of deposit. Opening IRA accounts, processing transfers
and rollovers.
6. May serve as Teller. Provide transactional member service, including
but not limited to the following: accept and process deposits,
withdrawals and payments and handle other over the counter
transactions.
7. Place holds on accounts for uncollected funds.
8. Maintain an up-to-date and comprehensive knowledge on all credit
union products and services along with comprehensive knowledge on
all related policies, procedures, rules and regulations, including
robbery procedures.
9. Promote, explain, refer and cross-sell other credit union services
such as electronic services, credit and debit cards,accounts and
loans.
10. Outbound contact with existing members for follow-up, cross sell
opportunities, offers and campaigns.
11. Opening membership accounts and additional shares. Correct
processing of maintenance on existing accounts (name, address,
beneficiary and any other ownership changes). Properly close
accounts by member request or beneficiary purposes.
12. Interview members for loan applications. Accurately collect
information in order to process and fund all loan types (secured and
unsecured).
13. Comply with NMLS registry and training to offer home equity loan
products.
14. Knowledge to complete account and loan documentation. May include
serving as Notary Public.
15. Scan daily work, perform such other teller functions that might be
needed from time to time, and assist others to complete tasks and
work assignments.
16. Assist tellers and newer staff members as a resource for member
solutions.
17. Troubleshoot and resolve member concerns.
18. Ensure compliance with all internal controls and established
policies and procedures.
19. Complete required training curriculum as identified by management
and/or Organizational Development.
20. Comply with the Bank Secrecy Act (BSA) and Office of Foreign Assets
Control (OFAC).
21. Occasionally, the representative will be asked to work at a
different location, if a different branch needs coverage.

Competencies

Superb member service orientation.

Strong numeric ability.

Accuracy and attention to detail.

Computer proficiency.

Stress management/composure.

Good listeni