Member Service Representative - Marquee Staffing

   - Provide excellent member service in transactions, account maintenance, and needs-based sales.
   - Demonstrate the “People Caring about People” ethos.

- **Essential Duties & Responsibilities:**
   - Carry out essential duties demonstrating values and culture.
   - Other duties may be assigned.

1. **Direct Responsibilities:**
   - Perform member transactions such as deposits, withdrawals, transfers, and loan payments.
   - Discuss and, based on experience, open certificate strategies/options for members.
   - Balance general ledgers and inventory items as assigned by the Branch Manager.
   - Cross-sell and refer members to appropriate team members (New Account Opener, Loan Officer, Wealth Management, etc.) based on member needs.
   - Execute the branch and credit union business plan, including outreach to members.

2. **Developing and Maintaining Member Relationships:**
   - Provide personalized, professional service to exceed member expectations and deepen relationships.
   - Meet expected service levels for wait time and accuracy.
   - Ensure all member requests are processed accurately and efficiently.
   - Act in the member’s best interest, educating them about financial choices and convenience options.
   - Identify and refer opportunities to lenders and other business partners.
   - Achieve individual goals supporting Branch & credit union objectives.
   - Display sound judgment in handling member requests and exceptions, documenting approvals as needed.
   - Represent the Credit Union professionally and courteously.

3. **Teller Function Efficiency:**
   - Ensure accurate and efficient processing of member requests.
   - Take ownership of researching potential errors in transactions and communicate with affected members.
   - Maintain a clean, secure, and well-organized work area.
   - Follow policies and procedures for MSR-related tasks, including cash duties and account openings.
   - Perform necessary member file maintenance and account changes.prior client from TOT I serviced.prior client from TOT I serviced.