Member Service Representative

Job Summary

Engaging with members in a professional manner, the full-time Member Service Representative will assist with daily branch operations, perform complex transactions, and advocate for members' financial needs while adhering to regulatory standards.

Key responsibilities

• Provide excellent member service by performing routine and complex transactions accurately and efficiently
• Act as a member advocate by actively listening and offering appropriate referrals for products and services based on member needs
• Participate in training programs and collaborate with team members to meet and exceed branch sales and service goals

Required qualifications

• High school diploma or college degree
• Minimum of 1 year of relevant experience in a financial or customer service cash handling environment
• Ability to complete new account and loan training within the first year of service
• Familiarity with basic PC applications, including Word, Excel, and Outlook
• Bilingual in Spanish is a plus