Member Solutions Representative

Jobtailor; Town of Ithaca (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

Beginnings Credit Union is seeking a Member Solution Representative I to deliver outstanding service across multiple channels and handle member financial needs with accuracy and timeliness.

You will assist in resolving issues within your authority, follow policy, and refer complex cases to supervisors when needed, while maintaining a positive, team-oriented attitude. Weekly training and Saturday rotations are part of the role.

Qualifications

• Zero to six months of similar or related experience.
• High school education or equivalent.
• Availability for member inquiries through various communication methods.
• Ability to process member transactions accurately and in accordance with Beginnings policy and procedures.
• Must maintain a positive attitude and a spirit of teamwork.
• Proficiency in selling and referring credit union products and services.

Responsibilities

• Provide outstanding service to members through various channels including phone, video, email and other channels as developed.
• Work efficiently to assist members in a calm, polite, and professional manner.
• Responsible for member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with accuracy and in a timely manner.
• Resolve member issues and concerns within the position’s level of authority and in accordance with Credit Union's policies.
• Direct members to the appropriate resource and/ or Supervisor when a solution is outside the scope of the Member Solution Rep I’s authority or responsibility.
• Successfully completes all training and keeps abreast of company policy changes.
• Participate in Saturday rotation and works additional hours for special projects.
• Meet or exceed sales or referral goals as an individual and collaboratively with the team.
• Perform other job duties as assigned by manager.

Skills

Member service

Transaction processing

Sales proficiency

Teamwork

Communication skills

Education

High school education or equivalent

Job description

• Provide outstanding service to members through various inbound and outbound channels including phone calls, video calls, email and other channels as developed.
• Work efficiently to assist members in a calm, polite, and professional manner.
• Responsible for member satisfaction by addressing all financial needs related to products, services, technologies, and transactions with accuracy and in a timely manner.
• Resolve member issues and concerns within the position’s level of authority and in accordance with Credit Union's policies.
• Direct members to the appropriate resource and/ or Supervisor when a solution is outside the scope of the Member Solution Rep I’s authority or responsibility.
• Successfully completes all training and keeps abreast of company policy changes.
• Participate in Saturday rotation and works additional hours for special projects.
• Meet or exceed sales or referral goals as an individual and collaboratively with the team.
• Perform other job duties as assigned by manager.

Requirements

• Zero to six months of similar or related experience.
• High school education or equivalent.
• Availability for member inquiries through various communication methods.
• Ability to process member transactions accurately and in accordance with Beginnings policy and procedures.
• Must maintain a positive attitude and a spirit of teamwork.
• Proficiency in selling and referring credit union products and services.

Core Competencies

Demonstrates proficiency in providing exceptional member service through various communication channels while accurately processing transactions and addressing financial needs. Maintains a positive attitude and teamwork spirit to meet sales and referral goals effectively.

Highest-signal resume keywords

• Member Service
• Transaction Processing
• Sales Proficiency
• Teamwork
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Transaction Processing
• Sales Techniques
• Referral Strategies

Soft Skills

• Positive Attitude
• Professionalism
• Calmness Under Pressure

Industry Keywords

• Credit Union
• Member Satisfaction
• Financial Needs
• Policy Compliance