Member Service Associate

About the role

The Member Service Associate role is focused on deepening member relationships to drive revenue growth and reduce member attrition by serving members (consumer and business) with their deposit and loan account needs and inquiries. This role delivers a full range of financial services to current and prospective members.

Responsibilities

• Aid members with a variety of transaction types, account opening/closing and maintenance, debit and credit card support, fraud, and basic digital banking support.
• Uncover members’ financial goals and needs through discovery conversations, while demonstrating empathy and building lasting and effective relationships.
• Identify referral opportunities for other member service experts within and outside of Retail, participate in promotional campaigns and product initiatives at the branch level, and engage in member outreach.
• Engage with members at the community level and foster employee engagement to enhance departmental performance.
• Handle cash management, fraud mitigation, loss prevention, and applicable processes and procedures at the assigned location(s).
• Serve as a proxy for member relationship managers, and/or branch leaders if the need arises.
• Support team members, resolve internal and external inquiries, and collaborate with the larger Retail team to ensure the success of all EastRise locations.

Requirements

• Must be at least 18 years of age.
• Favorable Background, Credit, Criminal, Bond ability, and Reference Checks required.
• (Motor Vehicle check dependent on position).
• Ability to analyze loan applications and other documents to determine if they are in good order and have appropriate signatures.
• Strong organizational, multi-tasking, data and information management, writing and member service skills.
• Strong written and verbal professional communication skills.
• Knowledge of Microsoft Office products, financial systems, and digital communication tools.
• Ability to work cooperatively with others, work efficiently and provide accuracy in a fast-paced environment.

Qualifications

• A minimum of one year up to three years of similar or related experience, including preparatory experience.
• Previous customer service experience required.

Skills

• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Benefits

Not specified.

Pay

Not specified.

Schedule

Monday - Friday, 8:00 am - 5:00 pm, with occasional Saturdays from 9:00 am - 1:00 pm worked in Williston, VT. Primary location: Montpelier, VT