Member Service Representative, PT24

About the role

As a Member Service Representative, you’ll work under the leadership of the Assistant Branch Manager to serve as the primary agent for building member relationships through education about Credit Union products and services. You’ll adhere to Credit Union policies and procedures to ensure ethical and compliant business practices while performing various transactions and service requests accurately and efficiently.

Responsibilities

• Greet members and provide relevant information regarding transactions, products, and services.
• Fulfill member service requests, including account opening, access services, maintenance, domestic wires, loan applications, and funding within authorized signing authority.
• Adhere to all branch processes, procedures, policies, and compliance regulations.
• Demonstrate a commitment to learning and thoroughly understanding all Credit Union deposit and loan products and services.
• Perform individual settlement procedures, balance MSR cash drawer, handle daily transactions, and assist with branch balancing.
• Actively engage in the relationship-building process through educating and referring Credit Union products and services.
• Direct members to the appropriate department or resource for further information and services as necessary.
• De-escalate challenging member situations by problem-solving, exercising sound judgment, and demonstrating a special effort to say yes.
• Remain vigilant and aware of surroundings and report unusual or suspicious behaviors, activity, or inconsistencies.
• Perform other job-related duties as assigned.

Requirements

• One year of related experience.
• High school diploma or equivalent, or an equivalent combination of education and experience.

Skills

• Strong interpersonal skills, including confidentiality, discretion, diplomacy, and tact in communication.
• Ability to build relationships and foster positive interactions with team members, members, and vendors.
• Excellent verbal communication skills, including positive body language and tone, and the ability to explain financial concepts clearly and concisely.
• Patience, active listening, and sound judgment.
• Proficiency in Microsoft Office and the ability to learn core systems and related software.
• Ability to apply cognitive reasoning to daily tasks, take ownership, and work independently or as part of a collaborative team.
• Highly motivated, detail-oriented, organized, and efficient with multitasking.
• Ability to work in a professional, fast-paced environment without sacrificing quality and accuracy.
• Physical requirements: standing, sitting, walking, reaching, and lifting up to 10 lbs. regularly.

Benefits

• Competitive pay.
• Outstanding benefits.
• Supportive team environment.
• Endless growth opportunities.