Member Service Representative
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Job Summary
Engaging with members to enhance their financial wellness, the full-time Member Service Representative will perform routine and complex transactions, provide excellent customer service, and assist in branch operations while adhering to federal regulations and credit union policies.
Key responsibilities
- Perform routine and complex member transactions accurately and efficiently, including cash handling and balancing
- Act as a member advocate by actively listening to needs and offering appropriate product referrals
- Participate in training and development programs to maintain knowledge of credit union services and products
Required qualifications
- High school diploma or college degree
- At least 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 such as Word, Excel, and Outlook
- Bilingual in Spanish is a plus
Complete Job Description
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