Member Service Representative Responsibilities and Duties

Posted in Job Responsibilities

Manage positive member and staff relationships.

Offer transactional member service.

Welcome members pleasantly and by name.

Process deposits, withdrawals and payments as per relevant policies.

Process over the counter requests for cashier and traveler checks and money orders.

Manage individual cash drawer during the day and balance at the end of shift.

Lead sales or service activities.

Reach personal sales or referral goals.

Utilize tag-ons with member interaction.

Achieve branch sales goals.

Refer members to platform, Real Estate and Finance for support.

Balance branch.

Manage files, finish regulatory reports and support duties.

Engage in self-development and training programs.

Obtain personal skills through internal or external programs.

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