Member Service Representative

Family Credit Union; Indiana; On-site; USD 32,000 - 42,000; Full time

Job summary

Family Credit Union in Perry, Indiana seeks a Member Service Representative to handle member transactions, protect confidentiality by verifying identities, and cross-sell appropriate products.

This full-time role requires a high school diploma, excellent communication and interpersonal skills, basic Word/Excel, and willingness to work flexible hours, including Saturdays.

Pre-employment credit/background screenings are required; banking experience is preferred and bilingual ability is a plus.

Qualifications

• High school diploma or equivalent.
• Pre-employment credit/background screenings required.
• Teller experience and banking knowledge preferred.
• Bilingual in Spanish is a plus.

Responsibilities

• Confidentiality: verify identifications and share account information only with authorized members.
• Handle member transactions including deposits, withdrawals, transfers, check cashing, and loan payments.
• Endorsements and fund availability checked according to regulations.
• Cross-sell products and services to members.
• Process mail, ATM/night drop transactions, and maintain records.
• Answer multi-line phone system and perform administrative tasks.
• Balance records and ensure accuracy.
• Maintain member information in the computer system.

Skills

Teamwork

Interpersonal skills

Proactive member service

Communication skills

Relationship building

Money handling

Decision making

Attention to detail

Task prioritization

Microsoft Office

Bilingual/Spanish

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Job Title: Member Service Representative

Job Type: Full Time

City: Perry

Job Description

Duties & Responsibilities:

• Ensure confidentiality of member accounts by requesting identification whenever necessary and providing account information to only authorized members.
• Performing member transactions including deposits, withdrawals, transfers, check cashing, loan payments, etc.
• Accepting and examining checks for endorsements and negotiability. Determining availability of funds based on regulations and policy.
• Cross-sell products and services to new and existing credit union members.
• Processing of mail, ATM’s and night drop transactions.
• Maintain a satisfactory balancing record.
• Perform administrative duties including answering a multi-line phone system, filing, scanning, image research, professional correspondence with members and maintenance of member information on the computer system.
• Regular attendance.
• Other duties as assigned.

Competencies and skills: (Knowledge, skills, and abilities required to be successful in this position)

• Demonstrate teamwork in interactions with co-workers and in the completion of all duties and responsibilities.
• Strong interpersonal skills necessary to make a good first impression, relate to and empathize with others, and maintain a friendly, cheerful and courteous demeanor.
• Ability to be proactive with members and to relate to and empathize with others while maintaining a friendly and courteous demeanor.
• Excellent oral and written communication skills
• Strong relationship building, money handling, customer service and negotiation skills.
• Sound decision-making and ability to organize and prioritize own duties.
• Attention to detail and accuracy
• Ability to comply with the completion of assigned tasks and training.
• Education and experience required/preferred:
• High school diploma or equivalent required.
• Pre-employment credit/background screenings are required.
• Teller applicants must be able to work a flexible schedule, including Saturday.
• Experience with Microsoft Office (Word, Excel) is preferred.
• Previous banking experience preferred.
• Bilingual/Spanish is a plus.