Member Service Representative

GPO Federal Credit Union; Barneveld (NY); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Member Service Representative to enhance member relationships and provide exceptional service. This role involves troubleshooting account issues, performing account maintenance, and promoting financial products to help members achieve their goals. With a focus on teamwork and a positive attitude, you'll contribute to a welcoming environment while ensuring compliance with service standards. If you're passionate about making a difference in members' lives and thrive in a dynamic setting, this opportunity is perfect for you.

Benefits

Employer Paid 401K with 3% match

Life Insurance

Long Term Disability

HSA Contributions

Paid vacation

Sick days

Personal days

Holidays

Qualifications

• Two years of successful sales experience or a related degree.
• Must obtain a notary public license within 6 months.

Responsibilities

• Engage with members to ensure a positive experience.
• Cross-sell products and services to meet sales goals.
• Handle account maintenance and resolve disputes.

Skills

Sales Experience

Customer Service

Communication Skills

Teamwork

Problem Solving

Education

Two-Year Degree

Five Years Sales Experience

Job description

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Our Mission:

To provide unwavering commitment to excellence in all we do for employees, members and the community we serve.

Description

Our Mission: To provide unwavering commitment to excellence in all we do for employees, members and the community we serve.

Overview Of The Role

Member service representatives (MSRs) play an important role in the financial well-being of our members. An MSR helps troubleshoot account issues, perform account maintenance, and is also a resource to help our members achieve financial dreams. As an MSR, you have the opportunity to change a member's life.

Member Service Representative scheduling is: Monday-Friday 8:15am-5:15pm with two to three Saturdays a month from 8:45am-12:15pm.

Responsibilities

• Engage with members to guarantee a positive experience and develop strong member relationships.
• Look for opportunities to cross-sell products and services that would provide value and benefit to the members in addition to helping the branch meet overall sales goals.
• Deliver exceptional member services that coincide with the credit union's established service standards.
• Handle account maintenance and disputes as they arise.
• Assist other branch team members with operational issues as needed and act accordingly when management is unavailable.
• Greet members as they enter the building to create a welcoming environment.
• Perform transactions professionally to build member confidence and trust.
• Resolve service issues and answer member questions or refer to other employees as appropriate to ensure satisfaction and retention.
• Act as a first line of defense against member fraud by reporting suspicious activity and educating members on account security.
• Perform other duties as requested to ensure efficient workflow.

Expectations

• Possess knowledge of all credit union products and services and communicate features and benefits effectively.
• Be aware of marketing efforts.
• Bring positivity and enthusiasm daily.
• Meet or exceed individual and branch goals.
• Align work ethic with GPO's mission and prioritize member service.
• Follow policies, procedures, and ethical standards.
• Hold yourself accountable for your promises and actions.
• Complete training and seek opportunities for personal growth.
• Communicate professionally with colleagues and management.
• Protect member information diligently.
• Contribute to a positive branch community.

Qualifications

• A two-year degree in a related field or five years of successful sales experience.
• Minimum of two years of successful sales experience.
• Must possess or obtain a notary public license within 6 months of hire.
• Must be eligible for MLO licensing.
• Motivated with a positive attitude.
• Ability to work well in teams and independently.
• Willing to promote credit union products and services.

Physical Demands

• Sitting for prolonged periods.
• Frequent computer use.
• Typing and fine motor skills.

Benefits

• Employer Paid 401K with 3% match, Life Insurance, Long Term Disability, HSA Contributions
• Competitive salaries, annual raises, incentives
• Low-cost medical, dental, vision insurance
• Paid vacation, sick, personal days, and holidays

Actual compensation will depend on experience.