Member Service Representative III

United States·Warsawmid

OtherMember Services Representative

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Quick Summary

Requirements Summary

10-5:15 a

Technical Tools

OtherMember Services Representative

Role

To ensure members and potential members receive fast, courteous, and accurate service with their financial transactions. To explain products and services, set up new accounts, perform teller transactions, respond to problems, and direct members to other areas of service, as needed.

Major Duties and Responsibilities

Opens, closes and maintains consumer and business checking and savings accounts, CD's, IRA's, and HSA's. Performs Chexsystems screening, deceased processing, stop payments, and card disputes. Interviews member loan applicants to develop information concerning their consumer loan needs, earnings and financial position. Explains loan programs, evaluates their needs, and recommends loan options. Assists members with the consumer loan application process. Reviews terms and conditions of an approved loan with the member.
Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin. Receives and processes loan payments and IRA or HSA contributions. Processes Visa payments and cash advances. Sells money orders and cashier's checks to members. Balances cash drawer and daily transactions. Scans checks and teller work daily.
Identifies cross-sell opportunities and cross-sells products and services to members.
Ensures that person, organization and account information is properly recorded and updated as needed in Core system and IRAdirect. Scans and saves to Application Xtender all required member service documentation such as applications, certificates, legal documents, etc.
Assists members in obtaining access to services such as Check Ordering, ATM or Check Cards, Touch Tone Teller, Beacon Online Banking and Bill Pay, Direct Deposit, e-statements, e-mail alerts, Safe Deposit Boxes, Outgoing Wire requests, etc.
Responds to member inquiries regarding Credit Union products and services. Resolves problems that are within their authority and refers problems that are beyond their authority to their supervisor.
Performs other duties as assigned.

Position Qualifications

One to three years of prior banking experience

High School Diploma or HSE

Excellent cash handling and member service skills (outgoing!)

Excellent working knowledge of all Beacon products and services

Ability to work independently and as a team member

Extremely detail oriented

Basic knowledge of personal computer operations and related software programs

Ability to cross-sell Beacon products and services according to member needs

Standard position hours are Monday-Friday 8:10-5:15 and Saturday 8:40-12:15 (1 Saturday off per month). When working Saturday morning, this employee will standardly have a 1/2 day off during the same calendar week. Hours may vary based on member center coverage needs.

Available Benefits Include:

- Health, dental and vision insurance

- Paid time off

- 401(k) match

- Incentive/bonus program

- Tuition reimbursement

- and more!

Why Beacon?

At Beacon, you're more than just an employee. You're part of a supportive, values-driven community that truly cares. Whether you're drawn by our strong team culture, opportunities for growth in business and finance, or the chance to make a real difference in members' lives, Beacon offers a career with purpose. Our team loves helping people, solving problems, and building meaningful relationships, all while enjoying great benefits, a healthy work-life balance, and a positive, family-oriented environment. Join Beacon where people matter and every day is an opportunity to grow, serve, and thrive.