Member Solutions Representative

Beginnings-Credit-Union; Town of Ithaca (NY); Hybrid; USD 32,000 - 46,000; Full time

Job summary

Beginnings Credit Union is seeking a skilled Member Solutions Representative to deliver prompt, friendly service to members across multiple channels. The role includes education, product referrals, and promoting promotions while ensuring a positive member experience.

The position is hybrid, requiring on-site presence 2 to 3 days per week based on business needs. Excellent communication and teamwork are essential to success in this role.

Qualifications

• 0–6 months of similar or related experience.
• High school education or equivalent.

Responsibilities

• Provide outstanding service to members through multiple channels (phone, email, video, and more).
• Assist members with financial needs related to products and services with accuracy and timeliness.
• Address member inquiries and resolve issues within role authority and policy.
• Refer and educate members on products and promotions to meet sales/referral goals.
• Participate in training and stay updated on policy changes.
• Contribute to Saturday rotations and extra hours for special projects.

Skills

Customer service

Sales

Communication

Multichannel support

Education

High school diploma or equivalent

Job description

Description

Beginnings Credit Union (Beginnings) is in search of a skilled Member Solutions Representative. This individual will provide prompt, friendly, professional, accurate service to members who contact the credit union using various methods. This person will educate, sell, and refer products and services, highlight promotions, address inquiries, while providing the member with positive experience. This position is hybrid, requiring employees to be on-site 2 to 3 days per week as business needs dictate.

Responsibilities:

• 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.
• To provide prompt accurate, and professional service to all members and potential members through multiple platforms.
• To be available for member inquiries through various communication methods.
• To process member transactions accurately and in accordance with Beginnings policy and procedures.
• To maintain a positive attitude and a spirit of teamwork.
• To successfully sell and refer credit union products and services.

Equal Employment Opportunity:

Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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