Member Service Representative

About the role

Join our team as a Full-Time Member Service Representative at our Rothschild branch. You will be the face of our credit union, building connections with members and ensuring they receive personalized assistance to meet their financial needs. You'll assist members with a variety of transactions, from opening accounts to applying for loans.

Responsibilities

• Assists members in opening new accounts, processing transactions, applying for loans, and providing accurate information on various financial products and services
• Demonstrates efficiency and professionalism by providing warm, welcoming, and personalized service to every member who visits or contacts the credit union
• Provides members with information regarding credit union products and services and refers them to the appropriate person or department if unable to fulfill their request
• Understands and assesses members' financial needs to educate on and offer suitable products and services that align with their goals
• Educates members and assists as needed with Interactive Teller Machines
• Collaborates with other team members and departments to achieve organizational goals and maintain a positive and supportive work environment
• Participates in community events and outreach programs to promote financial literacy and cultivate strong ties with local residents and organizations

Requirements

• High school diploma or equivalent
• Minimum 1 year's experience working in a financial institution or service or sales-related capacity, or an Associate's Degree
• Strong written and verbal communication skills with the ability to work in direct, professional contact with a wide variety of people on a daily basis
• Exhibits above-average performance accuracy, productivity, and member service
• Is punctual and maintains a neat, professional appearance and demonstrates proper business telephone etiquette
• Working knowledge of software programs such as Microsoft Office and Windows programs
• Detailed knowledge of the credit union and its services
• Bilingual fluency preferred, but not required

Benefits

• 401k employer match of up to 200%
• Annual bonus of up to 4% of salary
• Generous employer HSA contribution
• Paid time off for community service

Schedule

This individual will work a varied schedule including multiple Saturdays per month.