Member Services Representative Job in Atlanta, Georgia US
Georgia’s Own Credit Union (www.georgiasown.org) is a full service, not-for-profit financial institution founded in 1934. With nearly 150,000 members and $1.6 billion in assets, Georgia’s Own is one of the strongest, largest and most trusted financial institutions in the state.
Georgia’s Own prides itself in unmatched service and the prosperity of our membership. If you are committed to these objectives we would like to talk to you. We have competitive salaries and great benefits. Credit history will be reviewed. Located in mid-town Atlanta.
Member Services Representative
SUMMARY
Responsible for providing, via telephone contact, a wide variety of credit union services to members including: transfers, withdrawals, information to establish new accounts, cross selling of services, limited loan information, limited savings certificate and IRA information, VISA information, member research requests, and answering all questions or transferring to appropriate department.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- Provide phone service regarding savings accounts by:
- Informing members of general information concerning savings accounts and credit union membership.
- Initiating process to open new savings accounts for members and starting payroll deductions if requested.
- Calculating dividends for members or explaining process and interpreting statements.
- Processing savings withdrawals or transfers via PC or written voucher at member’s request.
- Quoting and explaining savings activity to members.
- File maintaining savings accounts as necessary.
- Initiating process to stop payment on savings checks at member’s request.
- Initiating and completing, if time allows, any research dealing with savings accounts.
- Taking requests for savings statement copies and initiating charge for that service if applicable.
- Helping with any miscellaneous request by member.
- Provide telephone service for checking accounts by:
- Informing members of general information concerning checking accounts.
- Initiating process to open new checking accounts with Teletalk, ATM/VCC, overdraft protection and payroll deductions if requested, including pulling credit reports, taking to supervisor for approval and typing new membership cards.
- Calculating dividends or explaining process when requested.
- Quoting and explaining checking account activity to members and assisting with general problem solving concerning checking activity and balancing of checkbook.
- Transferring funds to and from checking account at member’s request.
- File maintaining checking accounts as necessary.
- Assisting members in ordering checks.
- Assisting members in ordering replacement ATM/VCC cards and in reporting Lost and Stolen ATM/VCC cards.
- Initiating process to order microfilm copies of checks.
- Initiating and, if time permits, completing any research requests by member.
- Helping with any miscellaneous request by member.
- Provide phone service regarding loans by:
- Having the ability, through general understanding, to provide member with limited information regarding all types of loans including: annual percentage rate, repayment schedules, cost of credit life and disability insurance, and the loan process.
- Processing Home Equity, Designer Loan, and Line of Credit advance requests and discussing payments, insurance, and payroll deductions.
- Completing file maintenance as necessary.
- Provide phone service regarding Savings Certificates and IRA accounts by:
- Having the ability, through general understanding, to provide members with limited information regarding types of accounts, rates, process to open accounts and account activity.
- Provide phone service regarding VISA by:
- Processing transfer of VISA payment from member’s accounts.
- Informing member of general information regarding VISA accounts.
- Initiating process to send member VISA application and explaining review process.
Send resume and cover letter to: jobs@georgiasown.org