Member Service Representaive

WHO WE ARE: Notre Dame Federal Credit Union humbly began in 1941 as a conversation between two professors from the University of Notre Dame. Now, over 75 years later, we have grown into a national, award-winning financial institution serving over 56,000 members worldwide. We consider our partners (employees) to be one of our greatest assets in this success. We strive to make great things happen for our members and partners by changing one life every day. Notre Dame Federal Credit Union recently merged with Catholic United Financial Credit Union. We operate two new offices in Minnesota - St. Paul and St. Cloud. 

This position is for our Arden Hills/St. Paul branch.

WHAT YOU'LL DO: As a Member Service Representative in our St. Paul branch, you will proactively identify and address members' financial needs by recommending solutions. This position services member accounts (both depository and lending), opens depository accounts, originates loans, and provides education to our members about Credit Union products and services. This position ensures that members receive excellent service at all times, in line with the Credit Union’s member service model. Due to the high level of trust involved in handling members’ financial security, work is performed accurately and in a manner consistent with the Credit Union’s mission. This position actively contributes to achieving the branch's sales and service goals. This position must effectively carry out the essential duties in a manner that consistently demonstrates Notre Dame FCU's core values, and other duties may be assigned.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Actively profiles new and current members and cross-sells appropriate products and services to meet members’ needs.
• Responds to member inquiries regarding the operation of depository and loan accounts, access to services, adding or reducing service features on various accounts, and assisting members to make the most effective use of service offerings.
• Processes a variety of transactions for members, including processing loan applications and documents, closing loans, answering questions, and researching the best option for members.
• Actively seeks and makes lending, investment, business, and mortgage referrals.
• Proactively obtains new memberships by servicing walk-in members, conducting outbound calls, and scheduling pre-set appointments for lead-generating purposes.
• Opens new memberships and services, existing memberships and accounts.
• Meets established sales, balancing, and member service goals.
• Upholds activities to successfully onboard new members and ensures timely strategic follow-up and communication.
• Operates a computer to accurately post transactions, open, close, and service accounts, process loan requests, access account information, and update member account information.
• Knowledgeable of branch opening and closing procedures and able to perform these duties as necessary.
• In accordance with prescribed Teller/MSA operations, Teller/MSA policies and procedures, the Member Service Representative will:
  • Accept deposits, perform withdrawals and transfers, cash checks and make loan payments;
  • Sell Travelers checks, cashier’s checks, gift card and other products sold at the teller line;
  • Perform Visa and MasterCard cash advances as well as Line of Credit and Equity loan advances;
  • Assist in opening, verifying and posting mail, ATM, and night drop deposits and/or payments;
  • Accept current and prior year IRA deposits;
  • Follow Credit Union policy when placing check holds and filing Currency Transaction Reports;
  • Responsible for the daily balancing of cash drawer, daily checks, and traveler checks;
  • Approve checks that are within your check authority limits.
  • Verifies cash shipments as needed.
  • Maintains and control inventory of travelers checks, gift cards, ATM cards, and cashier’s checks as needed.
  • Maintains, balances and fills ATM machines as needed.
  • Assists with monthly branch audit checklist and other reports and audits as needed.
• Promotes a favorable image of, and goodwill for, the Credit Union in the community.

QUALIFICATION REQUIREMENTS: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Qualified applicants must possess a High School diploma or a general education degree (GED)
• One to three years of related experience, and demonstrated ability to function independently
• Associates' or Bachelor’s Degree preferred
• Notary Public (current registration or establishment thereof)
• NMLS Registration (preferred, may be required dependent upon location)