Member Service Representative

Preferredcu; Belding (MI); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading credit union is looking for a Member Services Representative at its Greenville branch. The role involves providing superior service, processing loan applications, and addressing member concerns. Ideal candidates will possess strong interpersonal and communication skills, along with a background in financial services. Join a team focused on helping members achieve their financial goals and providing exceptional service.

Qualifications

• 2+ years in a financial institution in a member-facing role.
• Understanding of financial regulations and compliance.
• Strong verbal and written communication skills.

Responsibilities

• Provide exceptional service to members via phone, email, and in person.
• Process loan applications and support loan funding.
• Address member concerns and educate on products and services.

Skills

Communication

Interpersonal Skills

Customer Service

Job description

Preferred Credit Union is seeking a Member Services Representative for our Greenville branch. In this role, the successful candidate will provide superior member service to all members and prospective members, in person, online, and over the phone. The ideal candidate will be an outgoing, kind, courteous, respectful individual with an AMAZING ATTITUDE.

Responsibilities for this position will include, but are not limited to, the following duties:

• Provide exceptional service by responding to member needs in person, via phone, or email with a friendly and professional demeanor.
• Process loan applications and supply correct information to the underwriting team in a timely manner.
• Work with the underwriting team to fund and disburse loans.
• Support the Teller line as needed, accurately processing deposits, withdrawals, loan payments, and other transactions.
• Address and resolve member concerns or complaints promptly.
• Educate members about our products and services to help them meet their financial goals.
• Work closely with team members and other departments to support overall credit union operations and initiatives.

To be successful in this role you will need the following experience, skills, and attributes:

• Prefer 2+ years of experience working in a financial institution, in a member facing role.
• Clear understanding of financial regulations and compliance.
• Strong communication skills verbally and written.
• Strong interpersonal skills to build relationships with members and staff.