Member Service Representative

Maine Credit Unions; Winslow (ME); On-site; USD 36,000 - 48,000; Full time

Job summary

Connected CU in Winslow is seeking a Member Service Representative – Float to assist members with transactions, account openings, and product guidance. Travel to Augusta is possible, and you will support a welcoming member experience while growing knowledge of credit union offerings.

The role emphasizes accuracy, customer service, and teamwork within a community-focused environment. Training and development are available, with opportunities to learn digital tools and assist with daily operations.

Qualifications

• One to three years of similar or related experience.
• High school diploma or GED required.
• Ability to operate a 10-key calculator, typewriter and computer keyboard.

Responsibilities

• Process member transactions accurately, balance cash drawer daily, and handle basic inquiries.
• Open new accounts with complete documentation and guide on products.
• Follow policies for identity verification and documentation; maintain records.
• Promote a positive team environment and deliver high level service to members.
• Perform other duties as assigned to support branch operations.

Skills

Experience 1-3 years

Education

High school diploma or GED

Tools

10-key calculator

Typewriter

Computer keyboard

Job description

Connected CU is hiring a Member Service Representative – Float in Winslow, with occasional travel to Augusta.

Role

Assists members and potential members with their financial needs by processing transactions, opening new accounts, resolving problems, and providing guidance on products and services. Delivers a welcoming and positive member experience while developing knowledge of credit union offerings and procedures.

Essential Functions & Responsibilities

• 30% Member Service & Transactions: Process member transactions accurately and efficiently, including deposits, withdrawals, loan payments, transfers, and check cashing. Balance cash drawer daily and follow all cash handling procedures. Assist members with basic account inquiries and direct more complex needs to appropriate staff when necessary. Ensure all transactions are completed in accordance with credit union policies and procedures.
• 20% Account Management & Learning Development: Open new accounts with guidance, ensuring all required documentation is complete and accurate. Learn credit union products and services through training and hands-on experience. Begin to identify opportunities to support member needs and make recommendations as knowledge grows. Assist members with basic digital banking tools and services.
• 20% Compliance & Procedures: Follow all internal policies and procedures, including identity verification and account opening requirements. Maintain accurate records and documentation for transactions and member interactions. Stay up to date on required training and procedural updates.
• 20% Culture & Team Contribution: Promote a positive, team-focused environment by leading with kindness, professionalism, and respect. Deliver a high level of service that reflects the credit union’s commitment to members and the community. Support team members and contribute to a collaborative work environment. Participate in training and development opportunities.
• 10% General: Perform other duties as assigned to support the overall success of the credit union.

Performance Measurements

• Member Service: Provide fast, efficient, and friendly service while creating a positive experience for every member. Ensure members feel welcomed, respected, and supported during each interaction.
• Accuracy & Attention to Detail: Process transactions accurately and maintain strong attention to detail in all work. Ensure all account documentation and system entries are completed correctly and in a timely manner.
• Product Knowledge & Member Support: Demonstrate a strong understanding of credit union products and services. Confidently answer questions and guide members to the solutions that best meet their needs.
• Relationship Building & Cross-Selling: Actively look for opportunities to recommend products and services that benefit the member. Engage in natural conversations that help strengthen relationships, not just complete transactions.
• Operational Responsibility: Follow all procedures for cash handling, balancing, and daily operations. Maintain an organized workspace and contribute to the overall efficiency of the branch.
• Compliance & Risk Awareness: Adhere to all policies, procedures, and regulatory requirements. Recognize and escalation unusual or potentially risky situations appropriately.
• Teamwork & Reliability: Be dependable, punctual, and supportive of team members. Contribute to a positive team environment and assist where needed to ensure smooth daily operations.

Knowledge & Skills

• Experience: One year to three years of similar or related experience.
• Education: A high school education or GED.
• Interpersonal Skills: Work involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.
• Other Skills: Able to operate a 10 key calculator, typewriter and computer keyboard.
• Physical Requirements: Frequent standing, occasional sitting, bending, reaching, walking; ability to keyboard for extended periods of time. Ability to occasionally lift up to 50 pounds with assistance.
• Work Environment: This role operates in a team oriented, member focused environment where collaboration, respect, and accountability are expected. We value individuals who are kind, supportive, and genuinely care about both our members and each other. A positive attitude, strong work ethic, and willingness to jump in and help wherever needed are essential. Team members are expected to communicate openly, work well together, and contribute to a culture that is professional, respectful, and solution focused.

This job description is not a complete statement of all duties and responsibilities comprising the position.