Member Solutions Representative

Credit Union of Georgia; Texas; On-site; USD 32,000 - 42,000; Full time

Job summary

Credit Union of Georgia is seeking a Member Solutions Representative for our Pickens Branch to deliver exceptional member service. The role bridges teller and member service tasks, handling account inquiries, new accounts, and education on products and services.

The MSR will perform routine transactions, support daily branch operations, and seek referrals for loans, mortgages, and financial services while maintaining compliance with policies and training requirements.

Qualifications

• At least 1 year of teller and/or cashier experience.
• 3+ years practical work experience.
• High school diploma or GED required.
• College degree preferred.
• Annual training modules on cybersecurity and compliance are required.

Responsibilities

• Uphold branch brand standards and deliver top level member service.
• Assist members with opening and closing accounts and answer questions.
• Perform routine member transactions: deposits, withdrawals, transfers, loan payments, check cashing.
• Cross-sell and present Credit Union products and services to deepen relationships.
• Coordinate with other departments to ensure accurate and compliant transactions.

Skills

Teller experience

Customer service

Cash handling

Communication skills

Education

High school diploma or GED

College degree preferred

Job description

Description

Credit Union of Georgia is growing within our branch network, and with that we are looking for a talented Member Solutions Representative for our Pickens Branch. At Credit Union of Georgia, every role contributes to helping our members achieve their financial goals. Join a team that puts members at the center of everything we do.

The Member Solutions Representative is responsible for providing exceptional service to members by assisting with account inquiries, opening new accounts, and educating members on credit union products and services. This individual plays a key role in building positive member relationships by troubleshooting and resolving account-related questions and concerns while ensuring every interaction reflects the credit union’s commitment to quality service. In addition, the MSR performs routine financial transactions and transitions between member service and teller responsibilities to support the daily needs of the branch.

Responsibilities

• Responsible for upholding and adhering to Credit Union of Georgia brand standards including following all of the steps of our unique member JournEASE experience and to Engage, Ask, Solve and Excite and deliver top level member service every time.
• Assists members with opening and closing accounts. Answers member questions.
• Understands when to seek assistance from supervisors along with providing their own recommendations.
• Accurately and efficiently performs routine member transactions, including but not limited to deposits, withdrawals, cash advances, loan payments, transfers and check cashing.
• Cross sells and presents the features and benefits of Credit Union products and services. Looks for opportunities to deepen the credit union relationship with each member by creating referrals for the Credit Union Auto Buying Service, mortgages, or Member Financial Services.
• Abides by and maintains current and thorough knowledge of Credit Union policies and procedures including the Credit Union Service Standards. This includes working well with other departments to ensure cohesiveness of transactions and relationships.
• Complies with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Abides by, and maintains current and thorough knowledge of Credit Union policies and procedures.
• Completes all assigned training assignments within designated timeframe.
• Other duties as assigned.

Requirements

• At least 1 year of teller and/or cashier experience.
• 3+ years practical work experience.
• High school diploma or GED required.
• College degree preferred.
• All employees must complete annual training modules including but not limited to cyber security, bank secrecy act as well as other compliance and regulatory requirements.