Member Experience & Financial Solutions Associate

Default; Atlanta (GA); On-site; USD 32,000 - 42,000; Full time

Job summary

Georgia United is seeking a customer-focused Member Service Representative to greet members, explain credit union services, and perform daily banking tasks such as opening/closing accounts. You will resolve discrepancies, assist with complex transactions, and promote products to build relationships.

The role requires a high school diploma and 1+ year of service experience, with proficiency in MS Office. A credit union environment and teamwork are emphasized.

Qualifications

• High school diploma or general education degree (GED) required.
• At least one year of experience in a service-oriented role.
• Previous cash-handling experience in a financial institution is preferred.
• Computer proficiency with MS Office, including Word, Excel and PowerPoint, Internet, and Email.

Responsibilities

• Welcome and directs members visiting the branch, creating a positive member experience from start to finish.
• Presents and explains credit union services and products to members, performing daily tasks such as opening and closing accounts, and conducting account research.
• Resolve member account discrepancies by performing file maintenance and making necessary account changes. Assists with the escalation of complex transactions when required.
• Informs members about credit union technology services and offerings. Assists members with troubleshooting technology-related transactions and issues.
• Maintains the credit union’s professional reputation by adhering to professional standards of conduct and following credit union guidelines and policies.
• Identifies, recommends, and promotes products and services to build financial relationships in alignment with the credit union’s business strategy. Counsels members regarding money management and financial matters.
• Demonstrates awareness and commitment to achieving credit union, branch, and individual goals. Uses consultative conversations to assess member needs and recommend appropriate products and services to meet or exceed these goals.
• Promotes and establishes strong, positive, and productive working relationships within the organization by committing to the company’s purpose, mission, and core values.

Skills

Member-first Mentality

Customer Service

Interpersonal Skills

Time Management

Critical Thinking

Team Player

Advanced

Education

High School or better

Job description

Georgia United is seeking a customer-focused Member Service Representative to greet members, explain credit union services, and perform daily banking tasks such as opening/closing accounts. You will resolve discrepancies, assist with complex transactions, and promote products to build relationships.

The role requires a high school diploma and 1+ year of service experience, with proficiency in MS Office. A credit union environment and teamwork are emphasized.