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6
member service representative
- Opened new accounts, business accounts, CD’S, IRA’s
- Assisted and researched members account in clearing issues with transactions
- Offer account holder new services
- Greeted members and ensured they were signed in.
- Made follow up appointments for members using our computerized system.
- Maintain and balance cash drawer on daily basis. Handle deposits, withdrawals, money orders, cashier checks, and credit card advances.
7
member service representative
- Supervised opening of new store front location
- Trained new staff/manager at new location
- Managed customer files and funds
- Worked with local repossession company on delinquent loans
8
member service representative
- Assist with duties in other departments with issuing titles to members who paid off vehicles, file titles, create packages in ProDOC for members with mortgages/vehicle loans, contact members to inform them about insurance expiration or in need or insurance.
- Keep records of customer interactions or transactions with trackers.
- Receive mail payments and post to members accounts.
- Balance ATM/adding cash to ATM.
- Process mobile deposit through IDOC.
- Order checks for members.
- Open CD’s, IRA CD’s and provide members with our best rates.
9
member service representative
- Assist members with applications for consumer loans for various types of loans for vehicles, personal expense, emergency relief, aircraft and boat, home improvement, debt consolidation, and more.
- Provide members with world class service to drive life time membership and new membership.
- Assist in general account questions and services.
- Be the front lines for any member issue to resolve on a first call basis.
- Drive brand loyalty with overall membership and world class service.
10
senior member service representative
- Supervise and train new Member Service Representatives
- Assist branch supervisor and manager with day to day tasks
- Complete reports on a daily, weekly, monthly and a quarterly basis
- Prepare documents for branch lenders and manager
- Handle incoming requests from other departments/branches and members
- Responsible for branch opening and closing
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