Member Service Representative

Auto Glass Specialists; Flint (MI); On-site; USD 10,000 - 60,000; Full time

Job summary

A leading company in the motor vehicle manufacturing industry is seeking a Member Service Representative. The role focuses on delivering exceptional member service through product knowledge, relationship building, and compliance with regulations. Ideal candidates have strong interpersonal skills, attention to detail, and a commitment to serving members effectively.

Qualifications

• Knowledge of Credit Union products/services and ability to cross-sell.
• Quick learner of new tasks and processes.
• Adherence to internal policies and regulations.

Responsibilities

• Provide exceptional member service and deliver products/services.
• Actively learn and cross-sell financial products.
• Ensure compliance with federal and state laws regarding membership.

Skills

Attention to detail

Interpersonal skills

Relationship building

Problem analysis

Communication

Education

High School Diploma, GED, or higher

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

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Description

Job Title: Member Service Representative

Reports to: Branch Manager

Hours per Week: 38 – Hourly Position

Pay: $18-$20

Company Summary

Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.'

At FPCU, we believe in collaboration, embrace inclusivity, and are driven by a shared commitment to success. Our community-centered approach fosters connections and positive impact. Join us to prioritize wellness, continuous learning, and personal development. Explore opportunities at FPCU – a place to reach your goals.

Position Summary

To provide exceptional member service and deliver products/services by offering solutions to meet members’ financial needs. Sales efforts include face-to-face and outbound calls. The candidate will open, service, and resolve issues across various accounts, products, and services. Must be a team player with integrity, excellent interpersonal skills, and a track record of outstanding service while meeting sales and operational goals.

Essential Functions & Primary Responsibilities

• Actively learn all products and services to effectively cross-sell and meet financial needs.
• Obtain new membership through outbound calling, networking, and referrals.
• Ensure quality and standards in new account openings, meeting goals set by the Department Manager.
• Serve as liaison between members and departments.
• Provide information about products/services via phone or in person.
• Troubleshoot and resolve inquiries timely, communicating resolutions clearly.
• Comply with policies, procedures, and membership requirements.
• Perform duties of a loan interviewer: provide info on loans, calculate payments, quote rates, process applications, and close loans.
• Solicit and deepen member relationships through various contacts.
• Ensure compliance with federal and state laws, including BSA, Patriot Act, and OFAC.
• Perform other duties as assigned.

Requirements

Qualifications: Knowledge of Credit Union products/services, ability to cross-sell, and build relationships.

• Strong attention to detail and accuracy.
• Adherence to internal and external policies and regulations (NCUA).
• Adaptability and embrace member service standards.
• Quick learner of new tasks and processes.

Skills and Abilities

• Trust, diplomacy, courtesy, and tact.
• Personal contact skills, confidentiality, professionalism.
• Proficiency in Microsoft Outlook, Word, Excel.
• Comfort with learning new systems and processes.
• Ability to operate office equipment.
• Positive, professional communication with members.
• Ability to analyze problems, gather data, and seek solutions.

Education

• High School Diploma, GED, or higher.

Mathematical Skills

• Ability to perform basic calculations and measurements.

Certifications, Licenses

• Must be bondable.
• Annual compliance testing required.

Physical Demands & Work Environment

• Sedentary work; sitting most of the time.
• Moderate noise level.

This job description is not exhaustive of all duties.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other
• Industries: Motor Vehicle Manufacturing