Member Service Rep I- North Providence

Coastal1 Credit Union; North Providence (RI); On-site; USD 58,741,000 - 63,039,000; Full time

Job summary

Coastal1 Credit Union in North Providence, RI is seeking a Member Service Representative I to greet members and process everyday transactions, account openings, and maintenance while delivering friendly service.

You will proactively engage members, educate them about products and services to help them bank smarter and reach their financial goals, with opportunities for growth and a benefits package.

Qualifications

• High School Diploma or equivalent is required.
• Excellent member service and communication skills are essential.
• Ability to handle transactions and educate members about products.

Responsibilities

• Provide excellent member service from start to finish with each member.
• Open new accounts (savings, checking, IRAs, CDs) and process transactions.
• Assist members with general account questions and refer to appropriate specialist when needed.
• Ensure cash drawer accuracy and reconcile at close of business day.
• Follow established processes with integrity and continuously learn Coastal1 products.

Skills

Customer service

Communication

Problem solving

Education

High School Diploma or equivalent

Tools

Cash handling

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Rep I- North Providence

North Providence, RI, US

2 days ago Requisition ID: 1267

Salary Range: $20.50 To $22.00 Hourly

We are looking for a Member Service Representative for our Mineral Spring Ave branch located in North Providence!

Our Member Service Representatives are responsible for creating and sustaining a welcoming environment with a desire to discover and support members’ financial needs and goals. They assist members with everyday transactions, account opening, maintenance, and consumer lending needs, while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals.

Education and Experience Requirements

• High School Diploma or equivalent

Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro, along with a loan production office in Foxboro, MA.

We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve.

Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!

Job Purpose

Create and sustain a welcoming environment with a desire to discover and support members’ financial needs and goals. Assist members with everyday transactions, account opening, and maintenance while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals.

Duties and Responsibilities

• Provide excellent member service from start to finish with each member. Proactively engage with members while opening new accounts such as savings, checking, IRAs, CDs, Visa, and debit card products for both consumer and business members. Perform all member transactions discreetly and confidentially.
• Treat each member as an individual. Enhance member relationships by asking discovery questions with a genuine curiosity of helping members to achieve their goals. Provides solutions by educating members about products and services.
• Process all member transactions when needed and assist members with general account questions withing the scope of their role. Know when to refer members to the appropriate team member for additional products and services such as loans, commercial products, and wealth management.
• Ensure cash drawer and branch is in proof at close of every business day and research errors as needed.
• Follows established processes and guidelines in daily activities ethically and with integrity.
• Prioritizes learning Coastal1 products and services and completes assigned training within the required timeframe.