Member Service Specialist - Branch Banking & Lending

TruEnergy Federal Credit Union; Oregon (WI); On-site; USD 36,000 - 42,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Employee discount

Health insurance

Life insurance

Opportunities for advancement

Paid sick time

Paid time off

Parental leave

Vision insurance

Credit Union membership

Job summary

TruEnergy Federal Credit Union in Springfield, VA is seeking a Member Service Representative (MSR I) to join our branch team. The MSR I serves as a primary contact for members, providing friendly service in person and by phone.

This role handles daily transactions, opens and maintains accounts, answers questions about products and services, and supports lending processes. We’re looking for someone who enjoys helping people, communicates well, and takes pride in providing an excellent member

Responsibilities

• Member Service – Greet and assist members in a professional, courteous manner, providing prompt and accurate service in person and by phone.
• Transaction Processing – Process deposits, withdrawals, loan payments, transfers, cash advances, money orders, cashier’s checks, and other member transactions.
• Account Services – Open and maintain member accounts, process account changes, order checks, assist with certificates, and provide account and membership information.
• Member Support – Research and resolve account questions, discrepancies, and other routine member service needs.
• Products & Services – Identify member needs and recommend appropriate products and services based on conversations, account relationships, and available information.
• Cash Handling & Balancing – Maintain and balance an assigned cash drawer, complete daily settlement, identify and correct discrepancies, and support branch cash operations.
• Lending Support – Assist members with loan applications and support loan processing as needed.
• Compliance – Follow all applicable credit union policies and procedures and federal and state regulatory requirements, including BSA and OFAC.
• Team Support – Assist with training new employees and provide support to other areas, including the call center, as needed.

Job description

TruEnergy Federal Credit Union in Springfield, VA is seeking a Member Service Representative (MSR I) to join our branch team. The MSR I serves as a primary contact for members, providing friendly service in person and by phone.

This role handles daily transactions, opens and maintains accounts, answers questions about products and services, and supports lending processes. We’re looking for someone who enjoys helping people, communicates well, and takes pride in providing an excellent member