Member Service Representative

EVERENCE SERVICES,; Upper Leacock Township (PA); On-site; USD 20,664,000 - 26,174,000; Part time

Job summary

Everence Federal Credit Union is seeking a Part-time Member Service Representative in Lancaster, PA. You will professionally welcome members, process transactions, open new memberships/accounts, and assist with inquiries in a courteous, confidential manner.

You will identify cross-selling opportunities, promote Everence products, work with the branch team, adhere to security and AML policies, and maintain accurate member records while delivering an exceptional service experience.

Qualifications

• Customer service experience preferred or basic understanding of financial services
• Ability to cross-sell products and services to members
• Strong interpersonal, communication, and organizational skills

Responsibilities

• Provide courteous, efficient service to members in person or by phone
• Process transactions and open new memberships/accounts
• Cross-sell Everence products and services when appropriate
• Maintain product knowledge and stay informed of offerings
• Support branch team and participate in meetings
• Adhere to security, CIP, and anti-money-laundering policies
• Update, manage and protect member records

Skills

Customer service

Cross-selling

Communication skills

Attention to detail

Mathematical aptitude

Team-oriented

Education

High school diploma or equivalent

Tools

CRM software

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

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