Member Service Representative (Viera West Branch)
$23,920–$26,580 year
On-siteViera, Florida, United States
Viera, Florida, United StatesOn-siteFull Time$23,920–$26,580 yearSmall
Full TimeSmall
Job Summary
Answer member inquiries and resolve problems by processing account openings, closures, and transactions including funds transfers and safe deposit duties. Assist members with product selection, conduct reference investigations, and handle loan applications for installment, commercial, and credit card products with management oversight. Perform secondary marketing activities through outbound calls, relieve overflow from the Member Service Center, and maintain accurate files and documentation. Adhere to Bank Secrecy Act, AML, and CIP regulations while rotating between branches as needed.
Required Qualifications
- High school diploma or general education degree (GED)
- up to two (2) years of related experience and/or training
- equivalent combination of education and experience
- Work-related experience consisting of a customer service background
- Educational experience through in-house training sessions, formal school, or financial industry-related curriculum
- business or financial industry-related curriculum
- thorough knowledge of credit union policies, rates, and the documents and disclosures necessary to ensure compliance and consistency with current regulations
- Basic experience and knowledge of operational activities, terminology, products and services, related state and federal compliance regulations, and operational policies
- Basic skills in computer terminal and personal computer operation
- word processing, spreadsheet, and software programs
- Intermediate typing skills to meet the production needs of the position
- Basic math skills
- calculate interest and balance accounts, add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals
- locate routine mathematical errors
- count currency, coin, and negotiable instruments promptly
- Effective oral, written, and interpersonal communication skills
- ability to apply common sense to carry out instructions
- interpret documents
- understand procedures
- write reports and correspondence
- speak clearly to members and employees
- Effective organizational and time management skills
- ability to handle simple problems in nature requiring some analysis or research to determine the best solution
- Must be a team player
- able to work alone and self-manage
- Multi-tasking
- attention to detail
- able to read documents or instruments
- perform detailed work
- problem-solve
- reason
- have strong math, verbal, and written communication skills
- capable of effectively handling stress, multiple concurrent tasks, and constant interruptions
- able to perform in this position safely, without endangering the health or safety of the individual or others
- Must be willing to rotate between locations as needed
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