Job Description
Do you consider yourself a "go getter" or "self-starter"? Then we want to talk to YOU! Seeking 2+ years' experience performing in-branch member service - opening accounts, cross-selling products & services, performing bank transactions, teller and platform duties, and getting out in the community to attend events. Work hours: Monday - Friday 9:00am - 6:00pm and approximately two Saturdays per month from 8:30 - 1:30 on a rotational basis. Title: Member Service Representative II Position Status – Full Time non-exempt (Hourly) Reports To: Reports to Branch Manager/Operations Manager Pay information: $18.98 - $23.73 per hour The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position. The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. Purpose : The primary purpose of this position is to assist Atlanta Postal Credit Union to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time. Essential Duties and Responsibilities: Other duties may be assigned. Deliver outstanding service to both internal and external members that is in alignment with our Service Promises: I promise to be mindful of your time with fast, efficient, courteous, and friendly service. I promise to demonstrate integrity in all my interactions. I promise to always treat you with dignity and respect. I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions. I promise to safeguard the security and confidential nature of your financial information. I promise to greet you with a smile and thank you for your business when your transaction is completed. I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service. Provides service to members in a variety of settings including periodically being assigned to work at various APCU/CPCU locations due to long term absences, business needs, projects, or business continuity needs. May serve as a lead teller Processes a variety of member transactions including, but not limited to, visa payments, transfers, loan payments, deposits, U.S. Savings bond transactions, cash advances, etc. May occasionally be required to complete transactions on a teller line or process pending online memberships or share applications submitted through the credit unions digital channels. Completes a variety of service requests, clerical duties, and research associated with the resolution of member inquiries and concerns. Facilitates the ability for the member to speak with internal business partners for resolution of inquiries and concerns that can’t be resolved by yourself. Completes member relationship-building assignments, such as follow up calls, pre-determined member contact intervals, incentive announcements, and acknowledgement of important dates (birthdays, anniversaries, etc.). Completes the opening of new member accounts and assist existing members with changes and updates on their accounts; Sets up share/loan allocations for accounts. Engages in needs-based dialogue with members to fully understand the member’s financial needs. Recommends and positions credit union products and services that meet the member’s needs. Based on member needs, makes referrals to internal partners for product delivery As required, completes outbound calls, and engage