Member Service Representative

• Serve as a liaison between members and the credit union
• Provide information about credit union products, services and account information by phone
• Perform account service and maintenance transactions
• Treat members and callers professionally in line with EPIC values
• Process transactions promptly, efficiently and accurately
• Provide telephone service concerning credit union products and policies
• Respond to member requests, problems and complaints; resolve issues or direct members appropriately
• Handle diverse member service requests, including IRA transactions, electronic channel access, account modifications, fraud reports, address changes, check orders, account reconciliations and debit card reissues
• Process transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances and other member requests
• Promote and cross-sell products and services based on members’ needs
• Maintain accurate knowledge of products, services, systems, policies, procedures and compliance regulations
• Research deposit, withdrawal and loan-payment discrepancies
• Cross-train on complex account servicing, electronic servicing and basic lending functions
• Perform other duties as assigned