Member Service Representative
Location: Phoenix
Posted on: June 23, 2025
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Job Description:
Summary/Objective Perform a wide range of transactional duties
to serve members (in person, online, by phone). Build new and
maintain existing member relationships that result in optimal
member experience. Maintain accurate transactional records. Provide
a variety of member savings, share draft/checking and credit
account transactions in accordance with credit union policies and
procedures. This person requires an ability to communicate
effectively with prospective and current members and to represent
the credit union in a positive manner that supports our FIRST
values. Essential Functions Reasonable accommodations may be made
to enable individuals with disabilities to perform the essential
functions. 1. Greet and welcome members to the credit union in a
courteous, friendly, respectful, professional and timely manner,
providing prompt, accurate and efficient member transactions. 2.
Receive share drafts/checks and cash for deposit to accounts,
verify amounts, examine share drafts/checks for proper endorsement,
and enter deposits into computer records. Assist with mail or email
transactions as needed. 3. Cash share drafts/checks and process
withdrawals; pay out money after verification of Identification and
member balances. 4. Receive consumer loan, home loan and other
payments, and ensure the payments match balances due and are
accurate when posting to the computer. Generate member receipts. 5.
Post IRA contributions and withdrawals, open and/or close
certificates of deposit. Opening IRA accounts, processing transfers
and rollovers. 6. May serve as Teller. Provide transactional member
service, including but not limited to the following: accept and
process deposits, withdrawals and payments and handle other over
the counter transactions. 7. Place holds on accounts for
uncollected funds. 8. Maintain an up-to-date and comprehensive
knowledge on all credit union products and services along with
comprehensive knowledge on all related policies, procedures, rules
and regulations, including robbery procedures. 9. Promote, explain,
refer and cross-sell other credit union services such as electronic
services, credit and debit cards, accounts and loans. 10. Outbound
contact with existing members for follow-up, cross sell
opportunities, offers and campaigns. 11. Opening membership
accounts and additional shares. Correct processing of maintenance
on existing accounts (name, address, beneficiary and any other
ownership changes). Properly close accounts by member request or
beneficiary purposes. 12. Interview members for loan applications.
Accurately collect information in order to process and fund all
loan types (secured and unsecured). 13. Comply with NMLS registry
and training to offer home equity loan products. 14. Knowledge to
complete account and loan documentation. May include serving as
Notary Public. 15. Scan daily work, perform such other teller
functions that might be needed from time to time, and assist others
to complete tasks and work assignments. 16. Assist tellers and
newer staff members as a resource for member solutions. 17.
Troubleshoot and resolve member concerns. 18. Ensure compliance
with all internal controls and established policies and procedures.
19. Complete required training curriculum as identified by
management and/or Organizational Development. 20. Comply with the
Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
21. Occasionally, the representative will be asked to work at a
different location, if a different branch needs coverage.
Keywords: , Goodyear , Member Service Representative, Accounting, Auditing , Phoenix, Arizona
