Check with seller Member Services Representative Pomona

  • Location: Pomona, California, United States

Role Overview:

The 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 to our Southern California branches.

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.

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