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Member Service Rep I

Company: Max Credit Union
Location: Montgomery
Posted on: September 12, 2018

Job Description:

Requisition Number 16-0007 Post Date 5/15/2018 Title Member Service Rep I City Tri County area DescriptionRole: To assist members and potential members with their Credit Union needs; explain services, respond to problems, and direct members to the appropriate people. Essential Functions & Responsibilities:

  • Opens accounts and fully explains the services and distributes the proper disclosures.
  • Assists members in establishing Jenny MAX, ATM/ Debit Card services, and Online Banking.
  • Assists members in completing appropriate documentation regarding fraud situations.
  • Maintains basic knowledge of MAX products and services, and consistently cross offers these products and services.
  • Assists members with the completion of paperwork and posts documents required for stop payment orders, direct deposits, payroll deductions, allotments, etc.
  • Assists or seeks assistance effectively for members who have concerns/problems relating to Credit Union matters.
  • Performs duties of Branch Receptionist and Member Service Representative once a month to maintain skills.
  • Handles mail/telephone requests and inquires in accordance with Credit Union policies.
  • Supports and adheres to the member service standards.
  • Completes all training as required.
  • Performs other related duties as assigned. Requirements
    • Experience: Six months of cumulative related experience.
    • Education: A high school education or GED.
    • Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
    • Other Skills: Minimum of one year of public contact experience required. Effective oral and written communication skills desired. Proficient computer skills preferred.

      Keywords: Max Credit Union, Montgomery , Member Service Rep I, Sales , Montgomery, Alabama

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