Member Service Representative

Sage Credit Union; Christmas Valley (OR); On-site; USD 23,000 - 37,000; Full time

Job summary

Sage Credit Union's Christmas Valley Branch in Christmas Valley, OR is seeking an Entry-level Member Service Representative (MSR). You will interact with members, handle deposits and cash transactions, and promote financial solutions to meet member needs.

This role focuses on delivering friendly, detail-oriented service, cross-selling products, and supporting branch operations during day shifts. Prior customer service experience is valued; training provided to build product knowledge.

Qualifications

• Minimum 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.
• Detail oriented and good organizational skills.
• Strong verbal, written and interpersonal skills.
• Scheduling flexibility required.

Responsibilities

• Contribute to the fulfillment of Sage Credit Union's mission.
• Deepen member relationships by maintaining knowledge of products and services.
• Receive and process member financial transactions, including deposits, withdrawals, fund transfers, loan payments, cash advances, coin processing, card maintenance and gift/travel card sales.
• 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.

Skills

Customer service

Communication skills

Computer skills

Problem-solving

Scheduling flexibility

Education

High school diploma

Higher education preferred

Job description

Job DetailsLevel: EntryJob Location: Christmas Valley Branch - Christmas Valley, OR 97641Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $17.00 - $27.00 HourlyTravel Percentage: NegligibleJob Shift: DayJob Category: Banking

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 Functions

• Contribute 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.

Qualifications

Education and Experience

• Minimum 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.

Detail oriented and good organizational skills

• Detail 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 Considerations

A 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.