Member Relations Associate

Coast360 Federal Credit Union; United States; On-site; USD 35,000 - 52,000; Full time

Job summary

Coast360 Federal Credit Union in the United States is seeking a dependable Member Relations Associate to provide exceptional member service and support teller, account, and relations functions.

You will process transactions, assist with account openings and maintenance, explain products, and handle basic lending needs while ensuring accuracy and compliance with procedures. Strong communication and teamwork are essential.

Qualifications

• High school diploma or GED is required.
• Strong communication, interpersonal, organizational, and problem-solving abilities.
• Ability to process transactions accurately and safeguard confidential information.
• Team player with a commitment to member service.

Responsibilities

• Greets, assists, and directs members, guests, and visitors
• Processes deposits, withdrawals, loan payments, transfers, cashier’s checks, account updates, and other member transactions
• Assists with account openings, maintenance, closures, and service changes
• Explains credit union products and services and recommends appropriate solutions based on member needs
• Reviews consumer loan applications and assists applicants with required documentation
• Processes ACH, wire transfers, stop payments, payroll deductions, and other account requests
• Resolves routine member questions and account issues and coordinates with other departments as needed
• Maintains accurate records and follows established cash-handling, security, and operational procedures
• Provides professional, responsive member service in person and by telephone
• Performs other duties as assigned

Skills

Communication

Interpersonal skills

Organizational skills

Problem-solving

Education

High school diploma or GED

Job description

Description

We are seeking a dependable and member-focused Member Relations Associate to provide exceptional service and support a variety of teller, account, and member relations functions. This position assists members with transactions, account maintenance, product and service inquiries, and basic lending needs while ensuring accuracy and compliance with established policies and procedures.

The ideal candidate is a professional with strong communication, interpersonal, and organizational skills who enjoys working directly with members and providing knowledgeable, efficient service.

Key Responsibilities

• Greets, assists, and directs members, guests, and visitors
• Processes deposits, withdrawals, loan payments, transfers, cashier’s checks, account updates, and other member transactions
• Assists with account openings, maintenance, closures, and service changes
• Explains credit union products and services and recommends appropriate solutions based on member needs
• Reviews consumer loan applications and assists applicants with required documentation
• Processes ACH, wire transfers, stop payments, payroll deductions, and other account requests
• Resolves routine member questions and account issues and coordinates with other departments as needed
• Maintains accurate records and follows established cash-handling, security, and operational procedures
• Provides professional, responsive member service in person and by telephone
• Performs other duties as assigned

Qualifications

• High school diploma or GED required
• One (1) year of related administrative, customer service, cash handling, or financial services experience; or equivalent combination of education and experience
• Strong communication, interpersonal, organizational, and problem-solving skills
• Ability to accurately process transactions and handle confidential financial information
• Ability to work effectively in a team environment and manage multiple responsibilities
• Commitment to exceptional member service and professional conduct