Member Service Representative

Newark Board of Education Federal Credit Union is seeking a Member Service Representative

Member Service Representative

Purpose

Serve as a liaison between the member and the credit union. Provide account information by phone or in person, as well as information on the full range of credit union products and services. Open accounts for members, and professionally handle the member’s daily needs. Provide a variety of transaction services to members including loan processing, and closing, and disbursal. Lead the activities of other Member Service Representatives and Tellers.

Duties and Responsibilities

  1. Greet and welcome members to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
  2. Provide in-person and by-telephone general and specific service-related information concerning credit union products or policies.
  3.  Respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
  4. Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance. May handle more complex questions and problems for other Member Service Representatives.
  5. Open new accounts and service existing accounts. Set up new account files, and provide members with all necessary information for membership.
  6. Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members.
  7. Conduct orientation interviews on credit union services and programs with each new credit union member.
  8. Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account. Actively cross-sell products.
  9. Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
  10. Provide information on investment alternatives to members wishing to deposit funds with the credit union.
  11. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
  12. Assist members in balancing their accounts.
  13. Assist members in opening individual retirement accounts.

Education and Skill Experience:

  • Minimum high school diploma or GED equivalent.  Some college credits preferred
  • Financial institution experience with similar job functions
  • Strong interpersonal skills (oral and written communications) active listening, attitude, deportment.
  • Proficient in office equipment such as, but not limited to, PC, 10-key calculator, copier and software such as MS Word, Excel with the ability to learn new software programs as required.

Will offer a full benefit packet including: Medical, Dental, Vision, defined benefit plan, and paid time off.

Qualifying candidates should send resume to smuhammad@nbeecu.org.

Posted 6-28-17