Member Service Representative

Premier Federal Credit Union Ashley Rd - Charlotte , NC 27710

Posted 2 months ago

Primary Functions:

Serve as primary point of contact for members and visitors. Must be personable and outgoing while maintaining a patient, positive, and professional demeanor. Accurately convey information regarding Credit Union products and services. Respond to member account inquiries and requests. Cross-sell or refer products and services based on needs identification. Respond to basic account inquiries. Maintain the integrity of all members' records in a confidential manner.

Essential Functions:

  • Promptly open branch at opening of business and properly secure doors at the close of business.

  • Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient and accurate service in the processing of transactions.

  • Accurately log each visitor into the Visitor Log; issue and track visitor ID badge.

  • Open accounts as needed and make effective cross-sell recommendations.

  • Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires and IRA transactions.

  • Maintain a professional and organized member lobby and technology area; update marketing materials as needed.

  • Perform a variety of duties related to all phases of teller work.

  • If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide member access as needed and properly maintain card records of box issuance, entry and closure in accordance with federal regulation and credit union policy

  • Assist and educate members with self service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter.

  • Perform notary services and basic account maintenance as requested including address changes.

  • Perform other various duties as assigned.

Minimum requirements:

  • High school graduate or equivalent work experience.

  • Excellent communication and problem solving skills.

  • Notary Public certification.

  • Working knowledge of personal computers.

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Member Service Representative

Premier Federal Credit Union