Member Service Representative (On-Site) Job at Complete HR Solutions

Complete HR Solutions Wareham, MA 02576

PCT Federal Credit Union is seeking a Member Service Representative to join our team. In this position, you will perform transactional duties to serve our members by receiving or paying out funds with a high degree of accuracy. You will maintain accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures.


Job Duties & Responsibilities:

  • Greet and welcome members to the credit union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions.
  • Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine share drafts/checks for proper endorsement, and enter deposits into computer records.

  • Cash share drafts/checks and process withdrawals; pay out money after verification of signatures and member balances.

  • Assist with mail or email transactions, when available.

  • Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations for the MSR area, including robbery procedures.

  • Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRA, certificates, debit and credit cards, on-line banking and money orders.

  • Receive mortgage, consumer loan, and other payments, and ensure the payments match balances due. Enter payments into computer. Generate member receipts.

  • Place hold on accounts for uncollected funds.

  • Count, check, and package coins and currency. ATM training

  • Balance cash drawer at the end of the shift and compare totaled amounts to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor as necessary.

  • Ensure that the MSR station is properly stocked with forms, supplies, brochures, etc.

  • Report malfunctions of MSR computers and other equipment used at the MSR station.

Qualifications:

  • Experience as a Member Service Representative or similar role, preferred
  • Highly organized and able to prioritize
  • Strong communication skills, both verbal and written
  • Detail-oriented
  • High mathematical aptitude

Benefits:

  • Health insurance
  • Dental insurance
  • 401(k) matching
  • Paid time off
  • Tuition reimbursement


About PCT Federal Credit Union:

PCT Federal Credit Union was established in 1962 by a group of teachers. It began its operation out of the Treasurer's home, later a storeroom in a school, then once again in home of the prevailing Treasurer and at present occupies a building at 2203 Cranberry Highway in West Wareham. It started with savings and loans and has grown to offer almost any financial service members may need. PCT Federal Credit Union strives to provide our members with the best possible financial services at the best economical rates in the most convenient manner. To learn more, visit pctfcu.org




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