Summary: The Member Service Representative will serve as a front-line ambassador for the Credit Union. The MSR will ensure excellent member service in branches by conducting transactions, opening accounts, providing information and resources, and resolving issues for members.

Minimum Requirements:

-High school diploma or GED

-Basic computer skills

-High degree of tact and professionalism

-At least one year of relevant work experience.

-Strong dedication to accuracy and efficiency

-Commitment to providing excellent member service

-Must be able to become and remain knowledgeable about the great products and services offered by Alabama ONE.

Duties and Responsibilities:

• Conducts financial transactions for members as a fully functional member of the branch TEAM. 

 • Performs a variety of account services including but not limited to opening/closing accounts, issuing debit cards, opening CDs/IRAs, deceased processing and routine account maintenance.

• Serves as an information point and provides guidance to members on the array of products and services provided by Alabama ONE. 

• Proactively facilitates member interactions, answers inquiries, identifies needs to make suggestions for products and services accordingly, makes referrals to partners as needed.

• Ensures appropriate records are maintained and required reports are prepared/submitted.

• Operates in a manner which is consistent with Alabama One’s mission statement. 

• Projects a professional appearance and observes the credit union dress code as defined in the Employee Handbook. 

• Support client relationship management through member service focused interactions that encourage retention and loyalty.

• Maintains confidentiality of sensitive information regarding credit union records, personnel files and internal matters.

• Assists with safe deposit box rental agreements and assists members with access to safe boxes.

• Ensure all established policies and procedures are followed during completion of operational tasks to minimize and mitigate risks.

• Leverage various risk management tools and technologies to help in identifying, analyzing, and monitoring risks, enabling proactive decision-making in the new member on-boarding process.  

•Partners with FSO/Market Manager to help identify loan opportunities for new and existing members.

• Engage in ongoing training conducive for job role to enhance skills, maintain proficiency levels, and help improve overall job performance. 

• Assist with operational assignments such as, but not limited to, reviewing mobile and ITM checks for potential holds, reviewing exception reports, data integrity actions, queue management, deposit account audits & corrections, and account maintenance projects assigned by the Operations Team.

• Assists management in the handling of customer dissatisfaction, seeks to resolve appropriately. 

• Maintains a dependable record of attendance and timeliness.

• Other duties as assigned.

Apply at www.alabamaone.org/careers