Member Service Pro – Travel Banking & Community Impact

Skyla Credit Union

Salisbury (NC)

On-site

USD 22,000 - 30,000

Full time

3 days ago
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Benefits offered by this job

Medical insurance
Vision plan
Dental plan
401(k) match
Tuition reimbursement
Volunteer opportunities
Paid time off
Well-being benefit
Interest rate perks

Job summary

Skyla Credit Union in Salisbury, NC seeks a Member Service Representative - Travel to serve members at the on-site location. You will handle inquiries, open accounts, cross-sell products, and provide loan support while demonstrating product knowledge and exceptional service.

The role requires strong computer skills, the ability to learn new systems, and a customer-focused mindset. You’ll report to a branch team and contribute to community service goals with a friendly, persuasive approach.

Qualifications

  • Two years’ experience with complex financial service-related requests.
  • Proven ability to demonstrate thorough knowledge of Credit Union products, services, and external systems.
  • Strong computer skills and ability to quickly learn new processes/systems.
  • Demonstrated record of providing excellent service to customers.

Responsibilities

  • Provide first point-of-contact service addressing customer inquiries promptly and professionally.
  • Open all types of new accounts, cross-sell products, and add new relationships based on customer needs.
  • Maintain confidentiality and integrity of customer records.
  • Process loans within current lending policy and disburse approved loans.
  • Comply with federal regulations and credit union policies, including Bank Secrecy and USA Patriot Act.

Skills

Customer service
Cash handling
Computer skills
Financial services knowledge
Communication
Cross-selling

Job description

Skyla Credit Union in Salisbury, NC seeks a Member Service Representative - Travel to serve members at the on-site location. You will handle inquiries, open accounts, cross-sell products, and provide loan support while demonstrating product knowledge and exceptional service.

The role requires strong computer skills, the ability to learn new systems, and a customer-focused mindset. You’ll report to a branch team and contribute to community service goals with a friendly, persuasive approach.

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