ITM - Member Services Representative

Provide multiple services to members via ITM Department channels in the areas of teller transactions, member services, digital support, and card service to members.

Requirements

• Assist members through the ITM to determine the nature of the request and whether to transact the member's request or refer the member to the proper staff person.
• Responsible for accurately balancing a virtual cash drawer.
• Perform teller and member service functions daily as needed.
• Remain current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the MSR function.
• Responsible for requesting members bring accounts positive and to minimum required balances. Responsible for and requesting members make payments on delinquent loans and over-the-limit credit card balances.
• Responsible for providing account information, performing limited account maintenance, researching transactional inquiries, and other member service-related functions following Credit Union procedures and policies.
• Educate and inform members of all BHFCU products and services, and cross-sell when applicable using the ENGAGE model. Make referrals when appropriate.
• Maintain account accuracy by working various reports, workflows, and projects as requested.
• Remain current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the teller, member service, cards, or digital services functions.
• Perform other duties as may be assigned.

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan