Universal Member Service Representative II at Indiana Members Credit Union

Indianapolis, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

0.0

Posted On

27 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Banking Transactions, Financial Products, Consumer Lending, Interpersonal Skills, Communication Skills, Computer Skills, Account Management, Cash Handling, Audit Compliance, Loan Processing, Team Collaboration, Problem Solving, Attention to Detail, Time Management, Customer Relationship Management

Industry

Banking

Description

Summary/Objective: The Universal Member Service Representative is responsible for delivering exceptional member service by handling a wide range of banking transactions, providing expert advice on financial products, and meeting the consumer lending needs of our members. This role requires a deep understanding of credit union operations, consumer lending practices, and a commitment to fostering strong relationships with members. Duties/Responsibilities: Essential functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. * Accurately handle member and non-member transactions * Responding to member and potential member inquiries * Balance and detail (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.) * Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable * Answer phones * Accurately open and close accounts, while ensuring required forms and records are completed in compliance with internal policies and statutory regulations. * Order/count cash * Ensure all audit and security policies and procedures are followed * Scan negotiable items and other member documents * Process night drop deposits and payments * Verify and balance Travel and Gift cards * Order supplies for location * Compile End-Of-Month work * Process check orders * Filing, shredding, etc. * Assist with loan applicants including processing and closing loan applications * Assist Branch Manager and other team members * May be required to handle responsibilities during Manager’s absence Required education and experience * 12 - 18 months credit union experience or other financial institution experience with internal sales experience * High School diploma, GED, or Equivalent Certificate * Associates or Bachelor’s degree preferred * Complete satisfactorily all in-house training * Exceptional interpersonal and communication skills * A strong understanding of delivering exceptional member service. * Proficient computer/technology skills REGISTRATIONS This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.

Responsibilities

The Universal Member Service Representative is responsible for delivering exceptional member service by handling various banking transactions and providing expert advice on financial products. This role also involves assisting with consumer lending needs and fostering strong relationships with members.