Member Services Representative Membership

About the role

Join a team with over 70 years of commitment to guiding members toward building a strong financial foundation. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers Federal Credit Union is one of the nation’s leading credit unions, offering meaningful career opportunities from part-time roles to executive leadership positions.

Responsibilities

• Processes incoming email, postal mail, fax, DocuSign, and Salesforce requests on a daily basis.
• Responds to requests for change-of-address, add/remove joint member, beneficiaries, name changes due to marriage, divorce or legal name changes.
• Reviews and updates accounts for W-8BEN forms and Power-of-Attorney forms.
• Establishes accounts (e.g., checking, savings, holiday and vacation clubs, etc.) using Avoka/DocuSign/DNA Wizard.
• Responds quickly, accurately and courteously to members, branch/other departments.
• Identifies issues requiring follow up, contacts members to obtain information, and mails forms and other documentation.
• Processes DocuSign forms for member requested data changes following process and procedure.
• Educates members by advising them of additional Teachers products and services.
• Places restrictions on accounts, updates mail codes and sends correspondence to members requesting address change per policy and procedure.
• Logs member requests into Salesforce and maintains cases referred to the Membership Department.
• Uses Salesforce to process cases, create partner referrals, and logs information from member phone conversations.
• Performs other duties as needed upon request by immediate supervisor.

Requirements

• High School Diploma or GED required.
• Minimum one year of general work experience required.
• Banking experience preferred.
• Proficient in MS Word and Excel required.
• Strong oral and written communication, multitasking, internet skills, and excellent telephone etiquette are required.
• Knowledge of Teachers policies, practices and systems preferred.
• Critical thinking and problem-solving skills.
• A team player and good collaborator.
• Professional with a strong work ethic.

Benefits

• Eligible for our annual discretionary bonus program; some positions qualify for quarterly performance incentives.
• Paid time off for vacation, personal days, and holidays.
• 401(k) company contribution.
• Teachers pays 100% of Dental & Vision premium.
• Tuition reimbursement offered to full-time employees.
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers.

Pay

The good faith range for this position is $19.00 - $22.00 per hour. This range is an estimate, based on potential employee qualifications and operational needs.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.