Member Service Representative

Industry

Call Center and Customer Service

Advert ID

USA_479632

Location

Morrisville

Job Type

Contract

Hours

Full-Time

Salary Range

Based on Experience

No. of Openings

1

Branch Information

Raleigh - Durham NC Area - (USA) 430 Davis Drive Suite 100 NC Morrisville , NC 27560

Branch Phone Number

855-591-7454

Job Description

ESSENTIAL FUNCTIONS:



* Processes all requests from members including, but not limited to, transfers, loan payments, withdrawals, check requests, line of credit advances, and address changes.

* Communicates with members regarding transactions relating to their accounts (ex. overdrafts, Courtesy Pay, account closings, charges and fees, transfer of funds, pre-authorized drafts, direct deposit or payroll deduction, etc.)

* Responds to concerns, problems, and complaints and/or directs them to the proper person for specific information and assistance. Assists members in reconciling their accounts.

* Processes loan payments and deposits. Cashes checks and processes withdrawals. Verifies amounts and examines checks for proper endorsement and negotiability. Recognizes currency characteristics and detects counterfeits.

* Provides in-person and by-telephone general and specific service-related information concerning services and policies.

* Cross-sells WFCU services by promoting and explaining programs to qualified members based on the member's current situation and individual needs.

* Opens new accounts and services existing accounts in accordance with policies and procedures. Sets up new account files and provides members with all required information and disclosures.

* Processes member mail and depository drop box transactions. Mails receipts, checks, overdraft notices, and Courtesy Pay notices to members.

* Assists in processing daily share draft reports.

* Balances Teller drawer daily including cash, checks, traveler's checks, stamps and tickets. Reports any discrepancies to the Branch Manager.

* In the absence of MSR II, serves as vault teller.

* Represents to members in a courteous and professional manner and provides prompt, efficient, and accurate service in the processing of transactions.

* Assists and supports all marketing efforts, products, and loan promotions.

* Maintains knowledge of all state and federal regulations that are applicable to this position.

* Maintains professional competency by seeking and participating in field related up-to-date continued training, education and personal growth experiences.





KNOWLEDGE, SKILLS & ABILITIES:



* High School degree required; Associate's degree preferred.

* Ability to articulate ideas clearly (both written and orally), listen accurately, and establish personal rapport with people from a variety of backgrounds.

* Ability to deal sensitively with confidential information and manage deadlines.

* Ability to effectively multi-task in a fast paced environment with attention to accuracy and detail.

* Maintains dignity and self-control in stressful situations.

* Presents professional, pleasant approach in interactions with members and fellow employees.

* Computer proficiency and technical aptitude with knowledge of MS Office applications.



EXPECTED HOURS OF WORK:



Regular days and hours of work are Monday through Friday. Works flexible hours for meetings, events, or other company functions when needed.



WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS:



* Maintains physical condition appropriate to the performance of assigned duties and responsibilities, which may include the following: walking, bending, stretching, lifting, standing or sitting for extended periods of time, operating assigned equipment.

* Ability to work flexible/overtime hours, as needed.

* Requires valid NC driver's license and ability to travel between various branch sites, follow-up meetings, and training's.