Member Experience Specialist – Credit Union

selfhelp; Morganton (NC); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

Generous benefits package

Competitive nonprofit compensation

Job summary

Self-Help is seeking a Member Service Representative to join our Morganton team. You will initiate conversations to assess member needs, process payments, open new accounts, and promote credit union services while upholding security controls.

The role emphasizes customer service, accuracy, and teamwork, with potential travel between branches and flexible hours. Compensation starts at $23.00/hr with a generous benefits package.

Qualifications

• High School graduate or equivalent.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments.
• Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serves as back up to MSR II responsibilities, when needed.

Job description

Self-Help is seeking a Member Service Representative to join our Morganton team. You will initiate conversations to assess member needs, process payments, open new accounts, and promote credit union services while upholding security controls.

The role emphasizes customer service, accuracy, and teamwork, with potential travel between branches and flexible hours. Compensation starts at $23.00/hr with a generous benefits package.