Member Service Representative

REPORTS TO: Branch Manager


Serve as liaison between the member and the credit union.  Provide account information by phone or in person, as well as information on the full range of credit union products and services.  Open accounts and loans for members, resolve issues, and professionally handle the member’s daily needs.  Provide a variety of transaction services to members.

Teller Job Duties and Responsibilities

  1. Greet and welcome members and visitors to the credit union in a professional manner.  Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
  2. Provide in-person and by-telephone general and specific service related information concerning credit union products or policies.
  3. May respond to email or other electronic requests submitted by members, again providing professional, prompt, efficient, and accurate service and information.
  4. Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.  May handle more complex questions and problems for other Tellers.
  5. Open new accounts and service existing accounts.  Set up new account files, and provide members with all necessary information for membership.
  6. Open new loans and service existing loans.  Set up new loan files, and provide members with all necessary information regarding their loans.
  7. Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, and any other requests received from members.
  8. Conduct orientation interviews on credit union services and programs with each new credit union member.
  9. Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account.  Actively cross-sell products
  10. Up-to-date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives.  Up-to-date and comprehensive knowledge on all related policies and procedures, rules and regulations.
  11. Research accounts for deposit, withdrawal, and loan-payment discrepancies.
  12. Assist members in balancing their accounts.
  13. Assist members in opening individual retirement accounts.
  14. Perform other duties as assigned by the Branch Manager and superiors.

Auburn Community FCU is an Equal Opportunity Employer.

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