About this opportunity
1st Gateway Credit Union lists this Client Account Rep I opportunity in fulton, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Description
This position will require travel to our Illinois offices in Sterling, Fulton, Morrison, and Prophetstown. Mileage and drive time are reimbursed in accordance with company policies.
The Member Service Representative (MSR) plays a vital role in providing efficient and courteous service to credit union members while processing day-to-day financial transactions. This position requires a member-friendly attitude and a professional and courteous demeanor.
This position is a fundamental contributor to our commitment to delivering exceptional member service. A successful MSR ensures members needs are met efficiently and professionally, promoting the credit unions products and services to enhance member financial well-being.
This position is available immediately!
Upon hire, you will train at the Camanche, IA location for approximately three weeks.
Requirements
Duties and Responsibilities:
Member-Centric Approach
: Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
I
nformation Resource
: Provide information to members in person and over the phone regarding credit union services and policies.
Member Centered Engagement
: Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
Issue Resolution
: Address members requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.
Account Management
: Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
Transaction Processing
: Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
Mail Transactions
: Process member mail transactions with meticulous attention to accuracy.
Account Reconciliation
: Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
Office Administration
: Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.
Payroll Deductions and Direct Deposits
: Assist members in completing payroll deduction and direct deposit forms correctly.
Product Promotion
: Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
Additional Responsibilities
: Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.