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Member Services Representative

Company: Self-Help Federal Credit Union
Location: San Jose
Posted on: October 17, 2020

Job Description:

Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided $8.5 billion in financing to 159,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. The Self-Help family of nonprofit organizations includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending. Through its credit union network, Self-Help serves over 150,000 people in North Carolina, California, Chicago, Florida and South Carolina. Role Overview: The Part-Time Member Service Representative (MSR) will report to the MS Supervisor, Assistant Branch Manager or Branch Manager or other designee. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The MSR is responsible for delivering the highest level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner. Essential Responsibilities: MEMBER SERVICING ---Initiate and lead conversations to identify and assess member needs. ---Maintain and enhance member account relationships by providing excellent member service. ---Process share deposit payments, loan payments, manual payrolls, and account transfers. ---Disburse cash and check withdrawals. ---Complete member transactions accurately and timely within prescribed limits and guidelines, or seek approval for exceptions. ---Open new membership accounts and assess for accuracy and compliance ---Research and address member inquiries about credit union services and accounts. ---Perform account maintenance as authorized. ---Promote credit union products and services. ---Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed. ---Achieve individual and branch growth goals. ---Identify solutions in support of member needs. ---Observe all security/internal controls, and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity. ---Serves as back up to MSR II responsibilities, when needed. CASH HANDLING AND BALANCING ---Open, close and balance their own cash drawer daily. ---Maintain drawer cash levels within prescribed amounts. ---Post and Log night, ATM and mail deposits. (Part of dual-control team.) ---Adhere to general regulatory procedures including requirements of the Bank Secrecy Act and Anti Money Laundering rules ---Accurate balancing within established time frames. OTHER ---Assist with branch self-assessments as may be assigned. ---Participate in branch business development and outreach activities. ---May respond to electronic requests submitted by members and/or perform outbound calls to members in a professional prompt, efficient and accurate manner. ---May be called up to assist with translation, if needed. ---Perform other duties and projects as assigned. Credentials, Experience and Skills: ---High School graduate or equivalent. ---One to three years' experience in financial institution or other customer service industry preferred. ---Prior cash handling and customer service responsibilities preferred. ---Preference for working in organizations that place priority on teamwork and collaboration ---Strong commitment to our mission - creating economic opportunity for traditionally underserved communities. ---Excellent customer service skills. ---Demonstrated ability to communicate effectively - both verbally and in writing. ---Ability to be trained and efficiently operate credit union systems and proprietary software, including proprietary software (New Solutions, Microsoft Excel, Word, and Outlook). ---Ability to work flexible work hours including evenings and weekends. ---May be required to travel to cover other Branches. ---Keen attention to detail, ability to effectively organize and prioritize work. ---Analytical and problem solving skills. ---Ability to use keyboard and data entry skills ---English/Spanish may be required Physical Requirements: Frequently requires use of manual dexterity and repetitive motions, primarily with the wrists, hands, and/or fingers. Must be able to occasionally lift and exert force of up to 40 pounds. Compensation: Competitive salary, based on experience, plus a generous benefits package that includes health, dental, life insurance, flexible spending plan, retirement plan, paid parental leave, and domestic partners policy. Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status. Employment Type: Part Time Years Experience: 1 - 3 years Bonus/Commission: No

Keywords: Self-Help Federal Credit Union, San Jose , Member Services Representative, Sales , San Jose, California

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