Member Experience Channels Rep

Work Arrangement

Hybrid 8:30am-5pm Monday-Friday, depending on weeks in month 1 or 2 Saturdays required.

Sign-On Bonus

$1,500.00 sign-on bonus available for full-time employment. Eligibility: $500 after successful completion of onboarding/training to be paid within two months of service, and $1,000 after 6 months of continued full-time satisfactory service.

About the Role

The Member Experience Channels Representative serves as the first point of contact for member inquiries through phone, chat, and secure messaging. This role supports a wide range of transactions, troubleshooting needs, and e-commerce solutions, while also identifying opportunities to educate members about Credit Union products and services. It ensures responsive, compliant, and quality service in support of Greylock's member experience goals.

Essential Functions & Responsibilities

• 60% – Respond to member inquiries via phone, chat, and secure messaging. Research and resolve issues related to loans, deposits, online banking, and other account servicing needs. Perform account maintenance and processing requests, including stop payments, debit card support, and file updates in accordance with regulatory and security standards.
• 15% – Educate members on Credit Union products and services. Identify member needs and cross-sell or refer them to appropriate departments to support financial wellness and product utilization.
• 10% – Support digital banking services. Provide technical guidance on online banking, bill pay, and mobile features.
• 10% – Maintain up-to-date knowledge of all Credit Union products, policies, and compliance requirements. Implement procedural updates as required.
• 5% – Participate in periodic sales and service campaigns by meeting defined goals and contributing to outbound and promotional efforts.

The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.

Performance Measurements

• Member interactions are resolved accurately, efficiently, and with a high standard of professionalism.
• Sales referrals and product knowledge result in improved member engagement and product penetration.
• Compliance with all departmental procedures and regulatory requirements is maintained.
• Digital and online service issues are resolved in a timely and helpful manner.
• Individual contribution supports overall Member Experience Channels quality, service level, and team performance goals.
• Upholds Greylock's cultural standards by fostering respect, inclusion, psychological safety, and collaboration in all interactions.

Qualifications

• Experience: 1-2 years in a member service, operations, or loan processing role preferred.
• Education: High school diploma or equivalent required.
• Interpersonal Skills: Strong communication skills, problem-solving ability, and a member-first mindset. Able to handle difficult situations with professionalism and empathy.
• Technical/Other Skills: Proficient in Microsoft Office Suite, including Word, Outlook, and Excel. Comfortable using core banking systems and digital tools.