Member Service Representative (MSR) - Workway
Glendale, CA 91206
About the Job
We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Member Service Representative (MSR) opportunity with Credit Union, a member-focused financial institution dedicated to empowering its community with personalized banking solutions and a commitment to service excellence. For anyone interested in financial services with a meaningful, community-oriented mission, The Credit Union offers a rewarding and purposeful career path.
This role serves as the primary point of contact for members, handling financial transactions and providing customer service. The Member Service Representative (MSR) is responsible for the specific duties listed below.
Your specific duties will include:
1. Member Assistance:
• Process transactions such as deposits, withdrawals, loan payments, and check cashing.
• Answer questions regarding credit union products, services, policies, and procedures.
• Open new accounts and assist with applications for loans or credit products.
2. Sales and Promotion:
• Identify member needs and suggest relevant products or services (such as savings accounts, loans, and investment options).
• Educate members on digital services (like online and mobile banking) and assist with enrollment.
• Participate in branch promotions, contributing to sales targets.
3. Compliance and Security:
• Maintain confidentiality of member information and comply with federal regulations (such as the Bank Secrecy Act and Anti-Money Laundering policies).
• Adhere to credit union policies, ensuring transactions are processed accurately and efficiently.
4. Operational Support:
• Balance cash drawer and manage discrepancies.
• Assist in daily branch operations, including closing and opening procedures.
• Participate in team meetings and training sessions to stay updated on policy and product changes
Specific qualifications for the position include:
Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
This role serves as the primary point of contact for members, handling financial transactions and providing customer service. The Member Service Representative (MSR) is responsible for the specific duties listed below.
Your specific duties will include:
1. Member Assistance:
• Process transactions such as deposits, withdrawals, loan payments, and check cashing.
• Answer questions regarding credit union products, services, policies, and procedures.
• Open new accounts and assist with applications for loans or credit products.
2. Sales and Promotion:
• Identify member needs and suggest relevant products or services (such as savings accounts, loans, and investment options).
• Educate members on digital services (like online and mobile banking) and assist with enrollment.
• Participate in branch promotions, contributing to sales targets.
3. Compliance and Security:
• Maintain confidentiality of member information and comply with federal regulations (such as the Bank Secrecy Act and Anti-Money Laundering policies).
• Adhere to credit union policies, ensuring transactions are processed accurately and efficiently.
4. Operational Support:
• Balance cash drawer and manage discrepancies.
• Assist in daily branch operations, including closing and opening procedures.
• Participate in team meetings and training sessions to stay updated on policy and product changes
Specific qualifications for the position include:
- High school diploma or equivalent; some roles may prefer an associate's degree or relevant coursework.
- Prior customer service or cash-handling experience (ideally within a financial institution).
- Knowledge of Symitar software.
- Strong interpersonal and communication skills, attention to detail, and basic math skills.
- Familiarity with banking software and proficiency in using digital tools.
Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.
Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515.
Source : Workway
