Job Title: Customer Service Representative
Date Posted: 10-27-2005
Job Location: Massachusetts-Boston North
Job Type: Full Time
Education Level: High School or Equivalent
Work Experience: 1+ to 2 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: MBTA Employees Credit Union
Company Website: www.mbtaecu.org/ASP/home.asp
Contact Information: MBTA Employees Credi   MBTA Employees Credi (mdoyle@mbtaecu.org)
Job Description:
MBTA EMPLOYEES CREDIT UNION

Title:               Customer Service Representative

Reports to:     Supervisor/Manager


Function: Under the supervision of the Supervisor and the Department Manager, provides member
contact and support.  Performs a variety of teller and related functions to provide member
services in conformance with established policies and operating procedures.  Daily
responsibilities of cash transactions, share deposits/withdrawals, member inquiries, loan
payments, IRA’s, Certificates of Deposits and consumer loan origination, processing, and
servicing.  Handles all transactions with discretion and confidentiality.  


Duties:

1.                  Organize and set up work station for daily activity, i.e., obtains
necessary forms and supplies for individual work station, orders cash as needed; 


2.                  Processes a variety of savings and related transactions, i.e. receiving
deposits, withdrawals, loan payments, mortgage payments; 


3.                  Provide share and loan rates, account balances, check clearings, deposits
and auto value information; 


4.                  Receiving and disbursing currency to members.  Accountable to transfer to
and from cash vault and day end balancing of cash draw without exception; 


5.                  Processes mail assignments as assigned; 


6.                  Handles all transactions with discretion and confidentiality; 


7.                  Provides direction and assistance to members; actively cross-sells all
available Credit Union services while explaining features and benefits; 


8.                  Process wire transfers, stop payments, orders NOW checks, ATM and debit
cards; 


9.                  Opens new accounts and provides members with share, loan and account
information; 


10.              Opens and services IRA’s, Certificates of Deposits, payroll distribution
requests, file maintenance and updating of member information;


11.              Interviews members for loan application and performs the initial underwriting
process;


12.              Pulls credit report and other pertinent information and reviews questionable
matters with members; 


13.              Processes consumer loan through completion of note and disbursement of check;



14.              Assist members with statement inquiries, research and resolution of errors. 



Qualifications:

One to two years in banking and/or credit union, preferably in member support/lending
functions.  Ability to communicate product knowledge and loan calculations/information by
having a thorough understanding of products and policies.  High school Diploma, PC literate
and the ability to use business equipment.

email to: mdoyle@mbtaecu.org
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