Member Service Representative

TruStone Financial Credit Union; Plymouth (MN); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Paid holidays

401(k) with employer match

Tuition reimbursement

Career development

Job summary

TruStone Financial Credit Union is seeking a Member Service Representative to provide universal support for members across financial services and accounts. The role requires strong customer service, sales aptitude, and professional communication in a fast-paced environment.

Responsibilities include staying updated on policy changes, training colleagues, and safeguarding member information while delivering high-quality service at the Plymouth corporate office.

Qualifications

• High School Diploma or equivalent.
• 1+ years of related financial or customer services experience, preferred.
• Excellent customer service and sales skills.
• Experience with computer systems; MS Office experience preferred.
• Math aptitude and keyboarding skills.
• Excellent verbal and written communication skills.
• Ability to work as a team player and independently.
• Professionalism under pressure.
• Familiarity with mobile devices and operating systems.
• Ability to pass pre-employment drug test and background checks.
• Regular and reliable attendance.

Responsibilities

• Maintains knowledge of all operational and technical facets of the credit union and its services.
• Provides universal support for members and resolves inquiries and issues.
• Leads, trains and supports co-workers and staff in technical and operational areas.
• Exercises independent judgment while safeguarding member information and maintaining professionalism.

Skills

Customer service

Sales

Verbal and written communication

Team player

Independent work

Professionalism

Education

High School Diploma or equivalent

Tools

MS Office

Mobile devices proficiency

Job description

WHAT YOU'LL DO:

The Member Service Representative maintains a unique working knowledge of all operational and technical facets of the credit union, its service offerings, benefits, and rules and regulations regarding our members and their accounts. This position is responsible for performing advanced functions and providing universal support for our members related to department operational activities and financial services to effectively serve and resolve all member inquires, concerns and issues. The position of Member Service Representative also is required to be fully knowledgeable, up-to-date with changing policies and procedures and skilled in all functional areas of the credit union and is required to provide leadership, training and support, both technical and operational, to co-workers and other credit union staff. The position requires exercising independent judgment and decision making skills while safeguarding member information and maintaining professionalism in a fast paced environment.

WHAT YOU'LL BRING:

Availability to work 40 hours per week Monday through Friday between the hours of 9:00am - 5:30pm at our Plymouth Corporate Office location; non-exempt.

In addition:

• High School Diploma or equivalent.
• 1+ years of related financial or customer services experience, preferred.
• Excellent customer service and sales skills.
• Experience in computer systems with MS Office experience preferred.
• Math aptitude and keyboarding skills.
• Excellent verbal and written communication skills.
• Ability to work as a team player being flexible and dependable.
• Ability to work independently while displaying initiative and decision making skills.
• Ability to maintain a high level of professionalism while working under pressure.
• General knowledge and experience working with mobile devices (iPhones, iPads, androids, tablets, etc.) and their operating systems.
• Ability to use excellent customer service skills providing high quality, professional support over the phone.
• Maintains awareness of enterprise compliance requirements, including Bank Secrecy Act (BSA/AML) obligations, and follows internal policies and escalation protocols as applicable.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHO WE ARE:

TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members' financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota's second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

WHAT WE OFFER:

The salary range for this position is $19.00 to $21.50 per hour. In addition, we offer:

• Competitive pay and incentive programs for all positions.

• Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Affir