Member Experience Concierge

Capital Credit Union; United States; On-site; USD 22,000 - 28,000; Full time

Job summary

Capital Credit Union is seeking a customer-focused Member Service Representative to help members in person and by phone, providing comprehensive information and referrals to the appropriate teams. You will educate members on products and services and handle routine requests like account updates and transfers.

Responsibilities include greeting members, promoting relevant services, maintaining knowledge of offerings, and resolving questions with courtesy and professionalism.

Qualifications

• Ability to read, write, and comprehend detailed instructions and memos.
• Good working knowledge of core computer systems, Word, email, and Excel.
• Comprehensive knowledge of Credit Union products and services.
• Strong communication/listening skills for diverse members and staff.
• Ability to exercise independent judgment when addressing member problems.
• Analytical ability to interpret information and determine actions.

Responsibilities

• Greet members and visitors, assist in person, determine needs, and refer to the right team.
• Engage members in conversations, share promotions, and connect to experts.
• Educate members about Credit Union products and services tailored to their financial well-being.
• Process special member requests (e.g., account research, stop payments, transfers, updates).
• Maintain knowledge of products and services; assist with related training as needed.
• Address and resolve member concerns promptly, escalating to supervisor when needed.

Skills

Reading/Writing

Computer skills

Product knowledge

Communication

Judgment

Analytical

Education

High school diploma

Job description

Capital Credit Union is seeking a customer-focused Member Service Representative to help members in person and by phone, providing comprehensive information and referrals to the appropriate teams. You will educate members on products and services and handle routine requests like account updates and transfers.

Responsibilities include greeting members, promoting relevant services, maintaining knowledge of offerings, and resolving questions with courtesy and professionalism.