Member Service Representative

Expedition Credit Union

Posted 3 months ago

Full Time

Apple Valley, Minnesota

In Person

Smart Summary

Responsibilities

Assist members with daily financial transactions and promote digital banking services. Open new deposit accounts and identify referral opportunities to meet growth objectives.

Qualifications

You have experience handling cash and a strong understanding of financial institution products and services. You are willing to learn applicable regulations and possess excellent communication and organizational skills to assist members with daily transactions and recommend digital banking solutions.

Must Have Skills for ATS

Cash handling

Digital banking

Deposit accounts

Outbound phone calls

Inbound phone calls

Rapport building

Regulatory/compliance knowledge

Job Description

Job Description

Expedition Credit Union is seeking a fun & energetic Member Service Representative (MSR) for our Apple Valley, MN Branch!


Responsibilities include:

  1. Assisting members with daily transactions (i.e. deposits, withdrawals, transfers, etc.)
  2. Recommend and provide knowledge in digital banking
  3. Support your team by taking initiative to meet growth objectives
  4. Contributes to business results by opening new deposit accounts(savings, checking, etc.) and by making outbound/inbound phone calls
  5. Educate members on how Expedition CU can meet their individual needs
  6. Identify referral opportunities to other staff/departments by using effective rapport building with members

*Must be 18 years of age or older and pass a background check.

Knowledge & Skills:

  1. Cash handling experience.
  2. Previous experience in a financial institution is preferred.
  3. Organized & detail oriented.
  4. Proven written and verbal communication and organizational skills.
  5. Maintains a strong working knowledge of all products & services offered by the credit union.
  6. Must know (or be willing to learn) all applicable regulatory/compliance relating to this position.


Job Details:

  • Full-time (37.50 hours/week)
  • Monday through Friday (excluding most federal holidays)
  • 8:30am to 5:00pm
  • Travel within the metro may be required from time to time.


Full-Time Benefits include:

  • 401(k) (w/matching)
  • Medical/Dental insurance, Eye Med, AFLAC
  • Health Savings Account
  • Paid time off
  • Many paid federal holidays off
  • Professional development assistance
  • Tuition reimbursement
  • Opportunities to advance!


Expedition Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Expedition Credit Union

Expedition Credit Union was established in 1957 to benefit Minnesota Education Association members. Originally named MEA Credit Union, we assisted with the specific financial needs of the education community. Throughout the years — from strikes and natural disasters, to times of prosperity — the credit union was there. In the summer of 1998, the State's two teachers unions: the Minnesota Education Association and the Minnesota Federation of Teachers merged into one — Education Minnesota. Taking their lead, we petitioned the State Banking Department for a new charter, whereupon our field of membership changed to include all staff and members of the new organization. Without an "MEA" to serve, the name MEA Credit Union became obsolete. On January 1, 1999, we changed our name to United Educators Credit Union. As the credit union strengthened its relationship with Minnesota's educators, it looked for ways to spread the value of belonging and the importance of financial education to make wise decisions to more citizens. In May 2019, United Educators Credit Union was approved to serve those who live, work, worship, go to school, or do business in Anoka, Dakota, Hennepin, Ramsey or Washington Counties. The expanded service area will allow more people to join our credit union community and experience the many valuable benefits of belonging to our cooperative. Today, with over $190 million in assets and nearly 17,000 members, UECU offers a full line of financial services, and currently operates branch locations in Apple Valley & Coon Rapids. Although the credit union has undergone many changes over the years, the strength, dedication and commitment we bring to the education community remains as it has been since 1957. We are proud to be the only credit union sponsored by Education Minnesota ESI and value the opportunity to serve educators and school personnel statewide.
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