Member Service Representative

Sage Credit Union; Alturas (CA); On-site; USD 23,000 - 37,000; Full time

Job summary

Sage Credit Union in Alturas, CA is seeking a friendly Member Service Representative to help members prosper by addressing needs, opening accounts, processing transactions, and cross-selling services.

You will engage with customers, provide financial solutions, and collaborate with team members to deliver trustworthy guidance and meaningful financial outcomes.

Qualifications

• Detail-oriented and good organizational skills.
• Strong verbal, written and interpersonal skills.
• Excellent computer skills and ability to learn new software.

Responsibilities

• Assist members with financial transactions including deposits, withdrawals, and transfers.
• Open new accounts and respond to member questions and problems.
• Explain Sage Credit Union products and services to meet member needs.
• Cross-sell products and services to help members achieve financial goals.
• Provide friendly, accurate service and support branch operations.

Skills

Attention to detail

Customer service

Communication skills

Sales & cross-selling

Cash handling

Education

High school diploma or equivalent

Job description

We’re seeking a friendly, detail-oriented, and service-minded Member Service Representative (MSR) to join our team.The Member Service Representative provides our members and communities with the opportunity to prosper through direct work with members and potential members. This position involves direct interaction with our members to identify needs, provide financial solutions, and promote products and services that enhance their financial well-being. In this role, you’ll connect directly with our members to understand their needs, provide solutions that support their financial well-being, and promote products and services that make their lives easier. Assist members with their financial transactions, involving paying and receiving cash and other negotiable instruments, as well as provides expertise with respect to Credit Union services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc. explains services, open new accounts, respond to problems, and direct members to the appropriate people. Actively cross-sell products and services benefiting our members to achieve or exceed all established sales goals and assist in meeting the Credit Union goals.Our members are at the heart of everything we do. We’re committed to listening, thinking, and taking action to help our members achieve their financial goals. Every interaction is an opportunity to make a difference, and we take pride in providing genuine care, trustworthy guidance, and meaningful financial solutions to our members.Who We Are...We believe in the kind of service that comes only through a local institution, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.So we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.Essential Job FunctionsContribute to the fulfillment of Sage Credit Union's mission.Deepen member relationships with Sage CU by maintaining current knowledge of all products and services, including the benefits and understanding of how they can benefit the member.Receive and process member financial transactions, including but not limited to deposits, withdrawals, fund transfers, loan payments, cash advances, coin processing, Sage CU card maintenance and gift/travel card sales to members.Achieve or exceed the established sales goals through building of member relationships and referring products and services to meet member needs.Take ownership of personal development by leveraging monthly coaching and participate in continuing education to qualify for MSR 2.Assist with branch opening and closing.Education and ExperienceMinimum of a high school diploma or equivalent, higher education is a plus.1-2 years of financial services or related experience preferred.Customer service and/or retail experience is strongly preferred.Knowledge, Skills and AbilitiesDetail oriented and good organizational skills.Strong verbal, written and interpersonal skills.Excellent computer skills.Motivated to learn and grow within the position and credit union.Problem-solving skills.Scheduling flexibility required.Physical ConsiderationsA significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) is necessary.Ability to lift and/or carry up to 25 pounds.Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required.Sitting – 80%; standing and walking - 20%.Hearing, visual, and verbal ability required.Sage Credit Union is an Equal Opportunity Employer.The good faith hourly salary range for this position is $17/hr - $27/hr. This range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.