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Member Services Representative

Sunbelt Federal Credit Union

Member Services Representative

Hattiesburg, MS
Full Time
Paid
  • Responsibilities

    POSITION: Member Services Representative

    SUMMARY/OBJECTIVE:

    Under the direction and supervision of the Member Services Manager, provide information and customer service concerning the credit union and its products and services to employees, credit union members and prospective members. Explain products’ and services and their values, benefits, features, rates and fees to members, while ensuring the highest quality of member service.

    Must stay current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.

    Member Service Representatives hours will be expanding in the near future so candidates must be able and willing to work different 8-hour shifts. As early as 8:00 o’clock a.m. and as late as 7:00 o’clock p.m. and some Saturdays.

    FLSA Classification: Non-Exempt

    Department: Member Services

    Supervisory Responsibilities: None

    Essential Functions:

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Process various types of Member requests and serve membership by providing excellent service and information in a pleasant, professional, and efficient manner via telephone, email or other correspondence.

    Research and resolve routine member questions, problems, and complaints concerning credit union accounts and effectively act on member requests or refer appropriately.

    Answer phone and fax requests, and do routine filing.

    Update member account information, and close accounts.

    Provide members with the forms necessary to transact business at the Credit Union.

    Cross-sell all services offered by the Credit Union.

    Understand and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP). Note: Failure to comply with requirements may be subject to strong disciplinary action, up to and including termination by the credit union, as well as, civil and criminal penalties.

    Keep work areas clean and organized.

    Other duties as assigned.

    Competencies:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required.

    Professional, well-developed interpersonal skills essential for projecting a positive image as representative of the Credit Union.

    Customer/Client Focus

    Dependability – Job requires being reliable, responsible and dependable and fulfilling obligations.

    Attention to Detail – Job requires being careful about detail and thorough in completing work tasks.

    Work requires basic knowledge of credit union software, Word and Excel.

    Computer Proficiency

    Intermediate mathematical skills required (calculation and concepts involving decimals, percentages, fractions, etc.).

    Must demonstrate an ability to understand and implement changing policies and procedures.

    Must be familiar with home banking and bill paying services.

    Education & Experience:

    High School Graduate or Equivalent (GED).

    Prefer 2 years’ experience in similar position.

    Current Employee of SFCU with at least one year of palatable service preferred.

    Certificates, Licenses and Registrations:

    Must successfully complete BSA training as required

    Employee must be bondable (insurable)

    Position Type/Expected Hours of Work:

    This is a full-time position. Days and hours of work are Monday through Thursday 8:00 a.m. to 5:00 p.m., Friday from 8:00 a.m. to 5:30 p.m. and occasional Saturdays from 9:00 a.m. until 1:00 p.m. Hours will be expanding in the near future so candidates must be able and willing to work different 8-hour shifts. As early as 8:00 o’clock a.m. and as late as 7:00 o’clock p.m.

    PHYSICAL DEMANDS

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 30 pounds.

    Employment Requirements:

    All applicants must meet the certain conditions of employment to be eligible for employment at Sunbelt Federal Credit Union:

    U.S. Citizenship

    Successfully passing a drug test for illegal drugs

    Successfully passing a background investigation and Credit Check

    Benefits Offered:

    401K, With employee match and profit shares.

    Medical, 100% paid for employee, additional cost for dependents.

    Dental & Vision

    Company provided Life, STD, LTD, Medical

    Aflac Insurance products

    Paid Holidays

    Employee Education Assistance Program (Tuition Reimbursement). Contract required with Terms and Conditions.

    16 Days of PTO (Paid time off) that begins accruing day one. (usable after 90 days)

    Employee Assistance Program (EAP)

    DECLARATION

    This job description is designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Sunbelt FCU is an Equal Opportunity Employer.