Member Service Representative

Everence Services,; Lancaster (Lancaster County); On-site; USD 22,000 - 29,000; Part time

Job summary

Everence Federal Credit Union (EFCU) is seeking a Part-time Member Service Representative in Lancaster, PA. You will welcome members, process transactions, respond to inquiries, and promote EFCU products and services through the Service to Sales process.

Open and close memberships/accounts, handle deposits and IRAs, and onboard new members with timely follow-up. Strong customer service, communication, and accuracy are essential for success in a fast-paced environment.

Qualifications

• Education: Minimum high school diploma or equivalent.
• Basic understanding of credit union operations.
• Customer service experience in financial services preferred.
• Experience with customer databases a plus.

Responsibilities

• Provide courteous member service in person or by phone.
• Process transactions and service requests accurately and confidentially.
• Promote Everence products and services via Service to Sales approach.
• Open/close memberships/accounts and manage deposits/IRAs.
• Onboard new members with follow-up communications.
• Cross-sell products and deepen member relationships.
• Follow security and BSA/OFAC procedures.

Skills

Customer service

Communication

Interpersonal skills

Attention to detail

Cross-selling

Problem solving

Adaptability

Teamwork

Nonverbal communication

Education

High school diploma

Tools

CRM systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Service Representative

Part-time 60% Lancaster, PA, US 2 Attachments

3 days ago Requisition ID: 1707

POSITION SUMMARY

Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business.
Accurately and efficiently process transactions, service requests and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries. Promote EFCU products and services by proactively engaging in conversation with individuals, organizations, and businesses by following our "Service to Sales" process, helping members achieve their everyday banking needs.

RESPONSIBILITIES AND DUTIES

• Provide the best member experience possible by being courteous and efficient with all members, in person or over the phone.
• Maintain a comprehensive understanding of all products and services offered through study and use whenever possible.
• Identify cross-selling opportunities by asking members open-ended questions.
• Contribute to the overall sales performance of the office team.
• Educate members and refer Everence products and services that meet our members' needs.
• Open and close memberships/accounts and negotiate Certificates of Deposits/IRAs.
• Onboard new members with follow-up phone calls, email messages, or mailings to ensure the use of various products and services.
• Contact members and prospects to update records, cross-sell, and deepen relationships.
• Complete training as assigned.
• Participate in regular office meetings.
• Process member transactions such as deposits, loan payments, transfers, cashier's checks, cash advances, stop payments, etc.
• Adhere to policies and procedures including but not limited to security and transaction verification. Adhere to Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA) which includes Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
• Work as part of team and serve as a resource for other EFCU branches.

QUALIFICATIONS

Education: Minimum high school diploma or equivalent

Experience:

• Basic understanding of credit union operations
• Customer service experience or experience in financial services preferred
• Experience with customer databases a plus

Skills and Abilities:

• Ability to provide exceptional service
• Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
• Strong interpersonal, communication, and organizational skills
• Accuracy and attention to detail with mathematical aptitude and analytical skills
• Ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services
• Ability to operate related computer applications and business equipment
• Adaptability to changing workflows and ability to remain positive and productive in a fast-paced environment
• Availability to work based on branch scheduling needs
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

SUPERVISORY RESPONSIBILITIES:None
SCHEDULE:Part-time, 24 hours/week

Attachments (2)

MSR PT 9.2026.pdf

2026 Benefits of working at Everence.pdf