Lead Member Service Representative

Job Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

In order to achieve this state of success, this position must satisfy member’s financial needs by processing monetary transactions with accuracy. Perform a broad scope of responsibilities relating to balancing and closing the MSR line on a daily basis. This individual will provide excellent customer service and sell Allegacy’s products and services that meet the member’s specific needs. This position will require face-to-face contact with the membership on a daily basis.

Specific Accountabilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
• Meet or exceed established service goals.
• Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors.
• Build and maintain good customer relations by handling account entries accurately and presenting a friendly and courteous image.
• Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
• Maintain security of cash drawer, negotiable instruments and credit union documents to ensure confidentiality of members’ account.
• Perform vault responsibilities.
• 25 % of this job’s requirements are to be concentrated in sales.
• Additional duties as assigned.