Member Services Representative

ILWU Federal Credit Union; Portland (OR); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

FSA

HRA

Job summary

ILWU Federal Credit Union is seeking a friendly Member Services Representative to greet members, answer questions, and process routine transactions in a welcoming, professional environment.

You will support digital banking, help with loans and accounts, and promote products that fit members’ needs while upholding security and confidentiality. Team collaboration and ongoing development are emphasized.

Qualifications

• High school diploma or equivalent.
• 2+ years of financial institution experience preferred; call center experience a plus.
• 2+ years of customer service and/or sales experience with strong communication skills.
• Strong math, reading comprehension, accuracy, and attention to detail.
• Proficiency with Microsoft Outlook, Word, and Excel.

Responsibilities

• Greet and assist members in person, by phone, and via electronic channels.
• Handle inquiries, resolve concerns, and provide knowledgeable guidance on accounts and services.
• Accurately process deposits, withdrawals, payments, and other routine financial transactions.
• Maintain and balance an assigned cash drawer and assist with vault operations.
• Help members with account maintenance, service requests, and digital banking support.
• Promote and cross-sell financial products that meet members’ needs and assist with loan applications.

Skills

Customer service

Communication skills

Problem solving

Multitasking

Attention to detail

Teamwork

Cross-selling

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Join a Credit Union That Puts People FirstWe’re looking for a friendly, service-oriented Member Services Representative (MSR) to join our team! If you enjoy helping people, solving problems, and creating great member experiences, this may be the perfect opportunity for you.As an MSR, you’ll be the face of the Credit Union – helping members with transactions, answering questions, and connecting them with the right financial products and services. You’ll play a key role in building relationships, supporting financial wellness, and ensuring members receive the exceptional service we’re known for.What You’ll Do:Member Service & SupportGreet and assist members in person, by phone, and via electronic channels.Handle inquiries, resolve concerns, and provide knowledgeable guidance on accounts and services.Maintain a welcoming, organized, and professional service environment.Transactions & Account ServicesAccurately process deposits, withdrawals, payments, and other routine financial transactions.Maintain and balance an assigned cash drawer and assist with vault/TCD/TCR operations.Help members with account maintenance, service requests, and digital banking support.Product Knowledge & Cross-SellingPromote and cross-sell financial products that support members’ needs (loans, credit cards, savings options, etc.).Assist members with loan applications and provide basic lending information.Participate in promotional campaigns and outreach activities.Compliance & SecurityFollow all Credit Union policies, procedures, and operational standards.Ensure compliance with regulatory requirements.Safeguard confidential member and Credit Union information.Teamwork & CollaborationWork closely with team members to deliver seamless service.Participate in staff meetings, training sessions, and ongoing development.Support department goals and contribute to a positive, cooperative workplace.Why You’ll Love Working HereA mission-driven organization that truly values members and employeesSupportive, team-focused cultureOpportunities for growth and professional developmentGreat benefits including:Highly competitive salaryComprehensive health insurance (medical, dental, and vision) for you and your dependents, with 100% premium coverage.401(k) matching programFlexible Spending Account (FSA)Health Reimbursement Account (HRA)What We’re Looking ForHigh school diploma or equivalent.2+ years of financial institution experience preferred; call center experience a plus.2+ years of customer service and/or sales experience with strong communication skills.Ability to maintain confidentiality and follow regulations and policies.Strong math, reading comprehension, accuracy, and attention to detail.Proficiency with Microsoft Outlook, Word, and Excel.Excellent interpersonal skills, professionalism, and a genuine desire to help others.Ability to work independently and collaboratively within a team environment.Strong organizational skills with the ability to multitask and meet deadlines.Basic analytical and problem-solving abilities.Ability to lift/move items up to 20 lbs. as needed.Must be able to pass background, credit history and bondability checks.Ready to Apply?If you’re passionate about helping people and want to grow your career in financial services, we want to hear from you!