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Member Service Representative - Waterloo

Company: University of Iowa Community Credit Union
Location: Waterloo
Posted on: January 7, 2019

Job Description:

  • Responsibilities:
  • Attend to phones in MSR area and answer basic membership calls;
  • Perform clerical work such as filing;
  • Maintain professional correspondence with members;
  • Maintain and update member information on the computer system, such as address, phone number, and employment information. MSRs may also be responsible for the following duties, as assigned:
  • Acts as a leader; assist other MSRs as a mentor and role model.
  • Assists SRs with daily work including balancing and reconciliation of offages.
  • Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that sufficient, but not excessive, funds are on hand at all times.
  • Ensures the completion of day-end procedures including securing the vault, daily cash letter, and distribution of work to appropriate Credit Union personnel and departments.
  • Assists in security procedures. Has access to and is accountable for office keys and combinations.
  • Balances, maintains, and corrects the coin machine. Prepares and tags coin bag deposits and post to the appropriate GLs.
  • Interpersonal skills to represent the Credit Union in a positive way during member contact.
  • High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty.
  • Thorough knowledge of deposit products and regulations.
  • Completion of the Service Blocks Program within designated deadlines.
  • Accuracy in the handling of cash, recording daily transactions, and attention to detail.
  • Good oral communication skills and the ability to produce written communication.
  • Ability to follow oral and written instructions.
  • Good telephone manners and techniques.
  • Ability to use and understand written material.
  • Ability to work with minimal direction and exercise sound judgment.
  • Ability to perform basic math calculations.
  • Member account problem-solving skills.
  • Proficiency with related computer applications, spreadsheets, word processing, and database applications.
  • Ability to develop and maintain effective working relationships with co-workers.
  • High school diploma or the equivalent (i.e. GED).
  • Cash handling, sales, and customer service experience desired.
  • Must be bondable.
  • Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
  • Conduct yourself in a professional manner at all times. 8

    Keywords: University of Iowa Community Credit Union, Waterloo , Member Service Representative - Waterloo, Sales , Waterloo, Iowa

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