Member Experience Specialist

Greater Alliance Federal Credit Union; Montvale (NJ); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Life/AD&D/LTD Insurance

Aflac insurance

401K plan

Bonuses for all employees

Employee events

Job summary

Greater Alliance Federal Credit Union is seeking a Member Service Representative to be the primary contact for members, delivering in-person and phone support, handling transactions, and opening/service of accounts. The role also supports lending activities and ensures regulatory compliance.

The position requires accuracy and a member-focused service approach, with responsibilities including processing deposits and loan applications, promoting products, and assisting with branch operations.

Qualifications

• Six months to two years of related experience preferred.
• High school diploma or GED required.
• Standing and/or sitting for extended periods.
• Computer skills must be adequate in current computing standards.
• Able to lift at least 15 pounds.

Responsibilities

• Provide prompt, courteous, and professional service to members, focused on achieving five-star service quality.
• Process all account-related transactions with quality, accuracy, and proper verification.
• Balance cash drawers daily and resolve discrepancies in accordance with policy.
• Open and service consumer and business accounts; educate members on membership benefits and services that meet their financial needs.
• Promote and cross-sell credit union products and services that meet their needs.
• Promote and process consumer loans, including personal, auto, overdraft, secured, and business loans.
• Provide basic mortgage information and submit applications through the Greater Alliance system.
• Maintain thorough knowledge of credit union policies, procedures, and regulations, including BSA, Patriot Act, and robbery procedures.
• Respond to member inquiries, complaints, and concerns; resolve issues or elevate as appropriate
• Approve member exceptions and authorize service fee refunds when necessary
• Assist with branch operations, including opening/closing, cross-branch support travel, and buddy training
• Perform other duties as assigned

Skills

Cash handling

Attention to detail

Customer service

Professional appearance

Policy compliance

Education

High school diploma or GED

Job description

Greater Alliance Federal Credit Union is seeking a Member Service Representative to be the primary contact for members, delivering in-person and phone support, handling transactions, and opening/service of accounts. The role also supports lending activities and ensures regulatory compliance.

The position requires accuracy and a member-focused service approach, with responsibilities including processing deposits and loan applications, promoting products, and assisting with branch operations.