Member Service Representative

Job Summary

Engaging with members in a professional manner, the full-time Member Service Representative will perform routine and complex transactions, provide excellent customer service, and assist with branch operations, while adhering to federal regulations and credit union policies.

Key responsibilities

• Perform routine and complex member transactions accurately and efficiently, ensuring compliance with regulations
• Act as a member advocate by identifying needs and offering appropriate products and services
• Collaborate with team members to meet and exceed branch sales and service goals while maintaining a positive work environment

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 1 year of service
• Familiarity with basic PC applications such as Word, Excel, and Outlook
• Bilingual in Spanish is a plus