Member Service Representative

About the role

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

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 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.
• Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
• Build and maintain good customer relations by handling account entries accurately and presenting a friendly and courteous image.
• Additional duties as assigned.

Requirements

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