Member Service Representative

Jeanne D'Arc Credit Union; Dracut (MA); On-site; USD 35,000 - 50,000; Full time

Job summary

Join a leading credit union as a Member Service Representative, where you will be the primary agent in building member relationships through education about various products and services. Your role will involve daily transactions, member service requests, and maintaining compliance with policies. This opportunity is ideal for those who thrive in a fast-paced environment and are committed to delivering excellent service.

Qualifications

• One year of related experience is required.
• High school diploma or equivalent required.

Responsibilities

• Greets members and provides information regarding transactions, products, and services.
• Takes responsibility for fulfilling member service requests including account opening and loan applications.
• Deescalates challenging member situations and provides solutions.

Skills

Communication

Problem Solving

Customer Relationship Management

Confidentiality

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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Role:

Serves as the primary agent for building member relationships through education about Credit Union products and services. Adheres to Credit Union policies and procedures to ensure ethical and compliant business practices while performing various transactions and service requests accurately and efficiently.

Description:

Serves as the primary agent for building member relationships through education about Credit Union products and services. Adheres to Credit Union policies and procedures to ensure ethical and compliant business practices while performing various transactions and service requests accurately and efficiently.

Essential Functions and Responsibilities:

• Greets members and provides relevant information regarding transactions, products, and services. Takes responsibility for fulfilling member service requests, including account opening, access services, maintenance, domestic wires, loan applications, and funding within authorized signing authority. Adheres to all branch processes, procedures, policies, and compliance regulations.
• Demonstrates a commitment to learning and thoroughly understanding all Credit Union deposit and loan products and services.
• Performs individual settlement procedures and balances MSR cash drawer, daily transactions, and assists with branch balancing.
• Actively engages in the relationship-building process through educating and referring Credit Union products and services. Takes responsibility for directing members to the appropriate department or resource for further information and services as necessary.
• Deescalates challenging member situations by problem-solving, exercising sound judgment and decision-making skills while demonstrating a special effort to say yes.
• Remains vigilant and aware of surroundings and reports unusual or suspicious behaviors, activity, or inconsistencies.
• Performs other job-related duties as assigned.

Qualifications:

Knowledge and Skills:

• One year of related experience is required.

Education:

• High school diploma or equivalent required or an equivalent combination of education and experience.

Interpersonal Skills:

• Requires significant contact with others inside and outside the Credit Union, requiring confidentiality, discretion, diplomacy, and tact. Builds relationships and fosters positive interactions with team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Good verbal communication skills, including positive body language and tone, and the ability to explain financial concepts clearly and concisely. Patience, active listening, and sound judgment are essential. Must understand and communicate products, services, and regulations effectively.

Other Skills:

• Proficient in Microsoft Office and able to learn core systems and related software. Ability to apply cognitive reasoning to daily tasks, work independently and collaboratively, and handle multitasking efficiently. Must be organized, detail-oriented, motivated, and able to work in a fast-paced environment without sacrificing quality. Physical requirements include standing, sitting, walking, reaching, and lifting up to 10 lbs.

Additional Details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other