Member Service Representative/Specialist

First Atlantic Federal Credit Union; Old Bridge, Northern (NJ, KY); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Benefits offered

Job summary

First Atlantic Federal Credit Union in New Jersey is seeking a Member Services Representative/Specialist to work with the COO, Branch Manager and Assistant Branch Manager to provide exceptional member service.

You will perform financial transactions, complete member profile documentation, identify potential products and services, and nurture relationships to establish First Atlantic as the primary financial institution, including handling accounts, calls, and loans.

Qualifications

• Proficient in Microsoft Office.
• Excellent oral and written communication skills.
• Teamwork oriented.

Responsibilities

• Assist members with financial transactions and account maintenance.
• Provide information and cross-sell financial products and services.
• Troubleshoot and resolve member account issues.
• Answer member calls and assist with processing loans.

Skills

Microsoft Office

Communication skills

Teamwork

Education

High School Diploma or GED

Job description

Description

Would you like to join a growing, member-owned, not-for-profit financial institution that is one of the Best of the Best in Monmouth and Ocean County per the Asbury Park Press Readers' Choice Awards? We have refreshed our brand, and our CEO and Leadership Team are focused on the well-being of our Employees and the enrichment of the work environment! If this appeals to you and you would like to be part of a \"Winning Team\", then please consider applying for the Member Service Representative/Specialist position at First Atlantic Federal Credit Union.

Who we are:

Around here we do things differently. Maybe it's the ocean breeze. Or the music. Or the fact that we've been a part of the landscape for over 90 years. Around here we put our members first. Always have and always will. First Atlantic is Built on Trust, Driven by Members! It's knowing that when our community thrives, we all thrive. Our continued mission is to support our members and deliver the best value in financial services. It's where trust and tradition meet innovation and versatility, and the community is paramount.

First Atlantic is headquartered in Eatontown, New Jersey, with branches in Eatontown, Oceanport, and Toms River. We have two new branches opening, in Freehold and Old Bridge Townships. Anyone who lives, works, worships, volunteers, or attends school in Middlesex, Monmouth or Ocean counties is eligible to join. Family members of a First Atlantic member can also belong.

What we are looking for:

We are seeking a Member Service Representative/Specialists to live out our Mission and Vision by working directly with the COO, the Branch Manager and the Assistant Branch Manager to provide exceptional customer service to internal and external members, as we begin servicing a new area and welcoming new members. Provide our credit union members with prompt, accurate and courteous information. Responsibilities include the utilization of specialized PC software, cross selling of financial products and services, and the delivery of the highest quality of member service. Troubleshoots and resolves member accounts issues.

Position Summary

The primary function of the Member Services Representative / Specialist is to assist the member with all financial transactions, completes member profile documentation in order to ensure optimum sales outcome for each member, identify products/services that might be beneficial to customers and provides information about their value and benefit, develops and maintains meaningful member relationships with all members focusing on making First Atlantic the Primary Financial Institution, provide outstanding member service, complete functions such as member account maintenance, opening new accounts, answering member calls and processing loans.

Requirements

Qualifications

Proficient in Microsoft Office

Excellent oral and written communication skills

Teamwork oriented

EDUCATION and/or EXPERIENCE

High School Diploma or GED.

Up to 6 months of similar or related experience, including preparatory experience

Benefits offered.

SCHEDULING

Branch Hours are M-Th: 8:30AM-5:30PM; F: 8:30AM-6PM; Sat: 9AM-12:30PM

Position includes both opening and closing shifts with 2 to 3 Saturdays per month.