Member Services & Sales Specialist

Everence Services,; Sarasota (FL); On-site; USD 36,000 - 52,000; Full time

Job summary

Everence Federal Credit Union in Sarasota, FL seeks a Member Service Representative to professionally handle member transactions and open memberships/accounts with courtesy. You will promote Everence products, support branch operations, and back up other staff as needed.

Responsibilities include processing deposits, withdrawals, transfers, and loan payments, plus providing accurate information and exceptional service to members and prospects.

Qualifications

• High school diploma or equivalent required.
• Cash handling or retail service experience preferred.
• Ability to provide exceptional member service with accuracy.

Responsibilities

• Process member transactions (deposits, withdrawals, loan payments, transfers).
• Open/close memberships and accounts; cross-sell Everence products.
• Handle inquiries via phone, email, and mail-in requests.
• Balance cash and daily transactions; investigate out-of-balance issues.
• Promote products and services to meet members' banking needs.

Skills

Exceptional service

Interpersonal skills

Communication skills

Organizational skills

Mathematical aptitude

Problem solving

Education

High school diploma

Tools

Windows OS

Money counting machine

Scanner

CRM databases

Job description

Everence Federal Credit Union in Sarasota, FL seeks a Member Service Representative to professionally handle member transactions and open memberships/accounts with courtesy. You will promote Everence products, support branch operations, and back up other staff as needed.

Responsibilities include processing deposits, withdrawals, transfers, and loan payments, plus providing accurate information and exceptional service to members and prospects.