Member Services Specialist — Banking & Accounts

Kaizen Lab Inc.; Michigan; On-site; USD 36,000 - 48,000; Full time

Job summary

Forest Area Federal Credit Union is seeking an Evergreen Representative to provide exceptional member service across a range of credit union services. You will build relationships, open and maintain accounts, and help members reach their financial goals.

This role involves assisting with IRAs, business accounts, and certificate products, processing important transactions, and supporting the loan process while ensuring accurate documentation and compliance.

Qualifications

• 1–3 years of banking, credit union, or financial services experience.
• Detail-oriented and organized.
• Excellent listening and communication skills.
• Comfortable using multiple systems and office technology.
• Proficiency with Microsoft Office and standard office equipment.
• Demonstrates professionalism, integrity, and confidentiality.

Responsibilities

• Build strong relationships with members through phone and online communication.
• Open and maintain accounts, including savings, checking, youth accounts, sub-shares, and certificates.
• Assist members with specialized services such as IRAs, business accounts, and certificate products.
• Help resolve account questions, discrepancies, and service concerns.
• Process important member transactions including debit card disputes, stop payments, and wire documentation.
• Support the loan process by providing clerical and administrative assistance.
• Identify opportunities to recommend helpful products and services that fit members’ financial needs.
• Assist with instant issue debit and credit cards.
• Ensure accurate documentation and compliance when opening or reviewing accounts.
• Provide administrative support including recordkeeping, correspondence, and internal support to team members.

Skills

Banking/financial services experience

Detail-oriented

People skills / customer service

Active listening

Professionalism, integrity, and confid

Education

High School Diploma or GED

Tools

Microsoft Office

Office equipment

Job description

Forest Area Federal Credit Union is seeking an Evergreen Representative to provide exceptional member service across a range of credit union services. You will build relationships, open and maintain accounts, and help members reach their financial goals.

This role involves assisting with IRAs, business accounts, and certificate products, processing important transactions, and supporting the loan process while ensuring accurate documentation and compliance.