Member Services Representative

POSITION SUMMARY

As a successful Member Service Representative, you will build and maintain strong member relationships. You will complete routine teller transactions, receive and process membership, checking and loan applications, open new services, determine member needs and cross-sell additional financial services.

ESSENTIAL FUNCTIONS

Focus on the member, providing efficient service and creating a positive, actively engaged experience while assisting in completion of financial transactions

Counsel members and assess their needs, recommending appropriate products and services (i.e. Shares, Checking Accounts, Certificates, IRAs, etc.) to meet those needs

Answer all inbound calls and correspondence responding promptly to all member questions, concerns and inquiries

Cross-sell additional products and services to members

Balance cash drawer when scheduled at a teller station and make settlement of the days activities

Verify day-to-day ATM deposits and balance when necessary

Ensure members are aware of all terms, conditions and collateral held on the note and disclosure when disbursing loan funds

Maintain member and credit union confidentiality at all times

ADDITIONAL REQUIREMENTS

High school diploma or equivalent

Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and/or providing face-to-face customer assistance preferred, but not required

Willing to work flexible hours, including Saturdays

Must have reliable transportation