Member Service Representative - E-Branch Full-Time (Bloomington)

Member Services Representative E-Branch

Hours:

Full time: 38-40 hours per week. Shifts may vary between the hours of 8:00 am – 6:00 pm Monday-Friday and 8:30am – 12:30pm Saturdays. This role will require 2 Saturdays a month.

Role:

To assist members with their financial transactions and telephone requests, respond to and resolve problems in a timely manner, create relationships and establish rapport with members while maintaining the image and upholding the values of the Credit Union.

Essential Functions & Responsibilities:

This position will be on a scheduled rotation assisting the membership in person, by phone, or via our digital platforms.

·         Perform financial transactions including but not limited to deposits, withdrawals, loan payments, transfers, wires, etc.

·         Assist members and potential members with their requests in a timely manner; answer questions about products and services and provide resolution, escalating issues when necessary, with recommendations.

·         Troubleshoot member’s digital service issues and provide resolution.

·         Identify value added solutions by recommending our products & services.

·         Ensure that accurate records are maintained.

·         Perform other duties as assigned.

Performance Measurements:

·         Provide accurate, friendly and exceptional service to all members.

·         Ability to balance the needs of the member and the credit union while remaining in compliance with federal regulations and credit union policy.         

·         Protect our members by verifying their identity by asking security questions that only they would know.

Knowledge and Skills:

Experience        

·         Six months to two years of similar or related experience.

Education           

·         Equivalent to a high school education.

Interpersonal Skills        

·         Building trust is crucial, along with maintaining courtesy and tact. This role involves frequent personal interactions, often dealing with sensitive or personal matters. Establishing and nurturing relationships with people and companies is essential.

Other Skills       

·         Excellent communication skills

·         Problem solving abilities

·         Organizational skills

·         Ability to multi-task

·         Ability to handle stress and work under pressure

·         Strong proficiency with technology and essential software

Physical Requirements

·         This position primarily requires sitting, some standing and walking. The ability to occasionally lift/lower objects of between 10 and 25 pounds.

·         Reasonable accommodation to these requirements will be made for employees with disabilities.

Work Environment        

·         This position is set in a comfortable, professional office environment with moderate lighting and temperature controls to support a productive atmosphere. The noise level is typically quiet, allowing for focused and uninterrupted work.

As a SharePoint employee, you will receive:

·Affordable insurance options for Medical, Dental, Vision, and more!

·Company-paid Life/AD&D, and Short-Term/Long-Term Insurances

·Generous PTO offerings

·Paid holidays generally include New Years Day, MLK Day, President’s Day, Memorial Day, Independence Day, Columbus Day/Indigenous People’s Day, Veteran’s Day, Thanksgiving Day, and Christmas Day

·401(k) and employer match upon eligibility. Participants are vested immediately.