Member Service Representative

About the role

This position is responsible for processing monetary transactions with accuracy and providing excellent customer service to members.

Responsibilities

• Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external members that is in alignment with our Brand Culture.
• Maintain thorough understanding of expectations and consistently exhibit Allegacy behaviors: Helpful, Hopeful, Honest, Hungry, Humble.
• Build and maintain good customer relations by handling account entries accurately and presenting a friendly and courteous image.
• Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
• Maintain security of cash drawer, negotiable instruments and credit union documents to ensure confidentiality of members’ accounts to protect members and Allegacy Financial.
• Sell Travelers Cheques, money orders and other discount services.
• Additional duties as assigned.

Requirements

• High school diploma or equivalent
• Excellent customer service skills
• At least one year experience in banking or credit union
• Able to meet balancing standards consistently
• Excellent interpersonal skills
• Previous exposure to office machines
• Able to excel in a sales and service team environment