Member Service Representative

Preferred Credit Union; Grand Rapids (MI); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading credit union is looking for a Member Services Representative in Grand Rapids. The role involves providing exceptional member service, processing loan applications, and educating members about financial products. Candidates should have experience in a financial institution and strong interpersonal skills. This position offers an opportunity to support members in achieving their financial goals.

Qualifications

• 1-2 years experience in a member-facing role within a financial institution.
• Understanding of financial regulations and compliance.
• Strong verbal and written communication skills.

Responsibilities

• Provide exceptional member service in person, online, or over the phone.
• Process loan applications and collaborate with the underwriting team.
• Support Teller line and resolve member concerns promptly.

Skills

Communication

Interpersonal Skills

Customer Service

Job description

Preferred Credit Union is seeking a Member Services Representative for our Grand Rapids 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:

• Must have 1-2 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.