Member Service Representative

ALERO FINANCIAL CREDIT UNION
Healdsburg, CA

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Job Details

Part-time
$19.38 - $29.06 an hour

Benefits

Paid time off
401(k) matching

Qualifications

High school diploma or GED
Math

Full Job Description

Position Title: MSR (Part-time)

Reports To: Branch Manager

Grade Level: 6 – Band 4

Full Salary Range: $19.38/hr – $29.06/hr

Hiring Salary: $19.38/hr – $24.22/hr

Primary Responsibilities:

Perform member transactions, analyze member requests to determine their financial needs and cross-sell products and services to meet those needs. Assist Branch Manager in controlling delinquency and negative shares. Provides branch coverage and support across multiple California locations as needed during emergency situations. Duties must be accomplished in compliance with federal and state laws and in accordance with the credit union’s policies and procedures and with constant attention to Alero Financial’s creed, vision, mission and goals.

Duties and Responsibilities:

Perform all types of member financial transactions, including account maintenance.

Follow all credit union policies and procedures.
Process new accounts, verifying identity and eligibility.
Reconcile and balance assigned cash drawer, reporting
discrepancies to Senior MSR, Assistant Branch Manager or Branch Manager.
Assist with member in person/telephone inquiries and general questions regarding the credit union.
Prepare and balance checks received.
Process mail, night depository and ATM transactions.
Scan correspondence, member files, loan files, etc.
Perform new member welcome calls.
Complete daily, weekly and monthly reports as assigned.
Process check orders and/or plastic card orders.
Assist in branch collection and negative shares process.
Generate leads for Business Development Officer/Branch Manager and participate in business development activities.
Must be willing and able to sell credit union services that provide the maximum benefit to both the member and the credit union.
Resolve member problems, obtain information, research records and follow up on details to resolve matters to members’ satisfaction.
Assist Branch Manager in achieving corporate and branch goals and objectives.
All other duties as assigned.

Qualifications:

High school graduate.
Minimum one year of cash-handling experience or experience as a teller/MSR in a credit union or related field.
Excellent math, written and verbal communication skills. Limited travel may be necessary.
Ability to travel to other branches as needed.

Benefits:

401(k) match
PTO

Applicable federal and multi-state regulations including, but not limited to:

Federal Credit Union Act
NCUA Regulations (12 CFR Chapter VII)
Truth in Savings (Reg DD)
Truth in Lending (Reg Z)
Electronic Fund Transfer Act (Reg E)
Equal Credit Opportunity Act (Reg B)
Fair Credit Reporting Act / FACTA
Bank Secrecy Act / USA PATRIOT Act / OFAC
Anti-Money Laundering (AML)
Expedited Funds Availability (Reg CC) / Check 21
Gramm-Leach-Bliley Act
NCUA Privacy & Security (Parts 716, 748)
E-SIGN Act / UDAAP
Illinois Credit Union Act
Illinois Consumer Fraud Act
Illinois Personal Information Protection Act
Illinois Identity Theft Protection Act
Illinois UCC / BIPA
State data privacy & breach laws
Uniform Unclaimed Property laws
State consumer protection statutes

While performing the duties of this job, the employee is frequently required to sit, view information on a computer screen, and talk or hear. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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Primary Responsibilities:

Duties and Responsibilities:

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