Member Service Representative

Job Description

Description:

The Member Service Representative is responsible for interacting with a diverse group of people via in person and by phone, investigating and resolving complaints, providing information about the products and services the credit union offers, and cross selling such products and services. Opening and closing of member accounts in addition to processing change of addresses, processing debit cards, opening CD, and IRA accounts. Maintain accurate member information on company systems and prepare the required reports for management.

Qualifications

Desired:

• Bachelor’s degree in finance, Accounting, or a related field

Required:

• Minimum of 1-3 years of experience in financial operations or a similar role.
• Excellent verbal and written communication skills, interpersonal skills and active listening skills.
• Provide high-quality customer service to members.
• Ability to provide ongoing education and information to members about credit union products and services.
• Excellent analytical and problem-solving skills
• Proficiency in financial software and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Strong sales background

Skills and Competencies:

• High level of accuracy and attention to detail.
• Well organized
• Ability to manage multiple tasks and meet deadlines
• Strong analytical and critical thinking abilities

Work Environment:

• Office setting with standard working hours.
• Ability to work flexible hours including weekends
• Occasional overtime may be required to meet deadlines

*Lending experience is a plus