Member Care Representative III

About the role

The Member Care Representative III provides exceptional service to current and potential members, ensuring an outstanding experience through our signature FACES (Friendly, Accurate, Courteous, Excellent Service) approach. Responsibilities include assisting members with new accounts, fiduciary and IRA accounts, loan services, disputes, fraud claims, and supporting vault, operations, and concierge duties. They also process LBS transactions at the Teller line as needed and support understanding of loan products.

Responsibilities

• Educate members on products and services, addressing questions and transaction requests.
• Follow policies and procedures with high ethical standards and good judgment.
• Resolve member concerns professionally, escalating issues when necessary.
• Achieve goals, participate in meetings, and maintain compliance knowledge.
• Handle multiple priorities in a fast-paced environment with dependability.
• Assist with cash handling, balancing drawers, and platform sales and loan activities.

Qualifications

• High school diploma or equivalent, with at least one year of platform sales and loan experience in a financial institution.

Skills

• Strong communication, sales, and product referral skills.
• Proficiency in Microsoft Office; ability to learn systems quickly.
• Detail-oriented, professional appearance, and dependable attendance.
• Ability to manage multiple priorities calmly and effectively.

Benefits

• Health coverage
• Paid holidays and PTO
• Pension plan
• 401(k)
• Insurance options
• Educational reimbursement
• Volunteer hours
• Discounts
• Wellness benefits