Service officer vs member service representative

Differences between service officer and member service representative duties and responsibilities

Service officer example responsibilities.

• Manage routine closing procedures, correspond extensively with problematic patrons and provide assistance with ATM's.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Prepare and present PowerPoint presentations for briefings and training.
• Utilize benefits calculator to assist low income ASC staff to determine eligibility for supplemental programs.
• Examine injure persons and administer first aid or cardiopulmonary resuscitation, if necessary, using training and medical supplies and equipment.
• Perform intake duties to determine diagnostic and financial eligibility for those with intellectual and developmental disabilities with Medicaid.
Show more

Member service representative example responsibilities.

• Coordinate and manage ATM and automate telephone services.
• Identify cross-sell opportunities; actively and aggressively promote products to achieve credit union target production expectations.
• Utilize federal and state Medicaid health guidelines to implement proper manage care according to departmental policies and procedures.
• Educate veterans and the college community on veteran's benefits and academic requirements need to accomplish academic goals.
• Open different accounts base on customer needs, from basic checking and savings, to IRAs, Cds, etc.
• Train in CPR and other emergency procedures.
Show more