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Member Service Representative

Advantage Federal Credit Union

Rochester, NYFull-time$21–22/hrTracked 3w agoSeen in employer's feed 6 days ago

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At a glance

Compensation
$21–22/hr
Location
Rochester, NY
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Notary Commission Within Six Months Of Employment

Job overview

Advantage Federal Credit Union is hiring a Member Service Representative. Advantage Federal Credit Union seeks a Member Service Representative to professionally and confidentially meet members’ financial needs, promote products, and uphold high standards of service while contributing to a positive, member‑centric experience in the Rochester community.

Key focus areas include Promote AFCU products and services while exceeding sales goals., Maintain a friendly, professional attitude and businesslike appearance when servicing members., and Advise members on credit union policies, products, and procedures that best meet their needs..

Important skills include Professionalism, Current Knowledge Of Credit Union Policies, Current Knowledge Of Related Services, Processing Loan Products, Processing Loan Services, and Understanding Loan Applications.

Skills & qualifications

RequiredNice to have

Skills

ProfessionalismCurrent Knowledge of Credit Union PoliciesCurrent Knowledge of Related ServicesProcessing Loan ProductsProcessing Loan ServicesUnderstanding Loan ApplicationsUnderstanding Repayment TermsCredit Reporting and Related AnalysesProcessing Routine TransactionsProcessing Loan ApplicationsOpen/Close BranchAudit AssistanceParticipation in SEG and Other Sales ActivitiesWork IndependentlyAchieve Sales GoalsAchieve Personal GoalsCoaching Process ParticipationMaintaining Defined Audit ProceduresMaintaining Cash Handling ProceduresMaintaining Cash Ordering ProceduresOrdering SuppliesExcellent Communication SkillsStrong Attention to DetailPC ProficiencyMicrosoft OfficeBuild Relationships With MembersBuild Relationships With TeammatesCash Handling Skills

Qualifications

Notary Commission Within Six Months of EmploymentHigh School Diploma or High School Equivalency1-3 Years Teller Experience or Related Experience

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Tuition Assistance
Paid Time Off

Full job description

Member Service Representative

About the Organization Rooted in the Rochester Community since 1931, Advantage Federal Credit Union provides not-for-profit, member-first financial services.

Location Broad Street

Description

As an Employee

Comprehensive Benefits:

  • Medical, dental, vision, FSA, HSA options for full-time employees.

  • Paid holidays, vacation, and sick time.

  • Retirement 401(k) plan which offers company match

  • Training & development opportunities.

  • Tuition assistance.

  • Community focused volunteer opportunities.

  • Promotes a solid work/life balance.

  • Banking perks and discount programs.

  • Employee recognition program

Compensation range: $21.00-$22.00 per hour

The actual salary offered within the range is dependent on a variety of factors including, but not limited to relevant experience, qualifications, skills, level offered, and performance expectations.

Position Overview

We are seeking a Member Service Representative: your focus is delivering the financial needs of members professionally, efficiently and confidentially. Serving as a representative of the credit union, you uphold the highest standards of professionalism, focusing on creating a positive member centric experience.

Essential Functions & Responsibilities:

  • Actively promotes all AFCU products and services while exceeding defined sales goals.

  • Maintains a friendly, approachable and professional attitude in servicing members according to credit union expectations; businesslike appearance.

  • Maintains current knowledge of all credit union policies, products, procedures and related services, and advises members on those that best meet their needs.

  • Opens and accurately services members with accounts, and general services.

  • Maintains expertise and accuracy in processing various aspects of loan products and services; from application to disbursement and post-closing servicing; such as, understanding and assisting members with applications, repayment terms, credit reporting and related analyses, etc.

  • Accurately processes routine transactions and loan applications in person, by phone and by mail.

  • Assists other areas of the branch to maintain service levels and the operations of the branch (i.e. acts as teller). Understands and assists with general branch operations that include:

  • Ability to open/close branch; Audit Assistance; and Participation in SEG and other sales activities to generate business.

  • Attend in-house and assigned training as directed. Possess or obtain Notary commission within six months of employment.

  • Ability to work independently in the absence of management for short periods of time.

  • Achieve sales and other personal goals and efforts to help branch achieve related goals. Actively participates in the coaching process.

  • Supports all aspects of branch sales, operations and servicing in the absence of management.

  • In a SEG branch, the MSR is expected to assume greater responsibility.

  • The MSR assists management in maintaining defined audit, cash handling and cash ordering procedures.

  • Orders supplies from in-house and outside vendors. Assists in other branch operational duties. Operate independently in the absence of the Branch Manager. Performs other job related duties as assigned (i.e. supplies).

Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Position Requirements

Knowledge & Skills need to be successful in this role

  • High school diploma or high school equivalency

  • A minimum of one to three (3) years of teller experience or related experience is normally required

  • Excellent communication skills and strong attention to detail.

  • Proficiency with a PC and associated programs (such as Microsoft Office)

  • Ability to build relationships with members and teammates

  • Cash handling skills

Category Branch Administration

Exempt/Non-Exempt Non-Exempt

Full-Time/Part-Time Full-Time

EOE Statement Advantage Federal Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to ethnicity, color, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

We will make reasonable accommodations for employees with disabilities to enable them to perform the essential functions of their position unless doing so poses an undue hardship to the company or a direct threat to health or safety.

This position is currently accepting applications.

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