Member Support Associate I Detail page

Veridian Credit Union; Waterloo (IA); On-site; USD 22,000 - 29,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Profit-sharing plans

Yearly incentive program

Job summary

A not-for-profit financial cooperative is looking for a Member Support Associate I in Waterloo, Iowa. This role involves providing superior service by conducting transactions, assisting members with their financial goals, and promoting products over the phone. The ideal candidate has a high school diploma and experience in customer service, preferably in a call center or financial institution. Benefits include medical, dental, and vision insurance, as well as a supportive work environment.

Qualifications

• Related work experience in customer service, preferably in a call center environment.
• Proficiency in electronic services.
• Fluent computer skills in a Microsoft Windows Environment.
• Fluent computer skills in a Microsoft Windows environment.

Responsibilities

• Provide superior member service by conducting transactions accurately.
• Assist members with their financial goals.
• Promote Veridian products and services over the phone.
• Conduct member transactions including loan payments, deposits, and withdrawals.
• Actively cross-sell credit union services.
• Prepare and maintain reports as required.

Skills

Oral and written communication skills

Member service focus

Attention to detail and accuracy

Problem solving

Teamwork

Punctuality

Organization

Self-motivation

Problem solving

Education

High School Diploma

Tools

EchoSign

SWBC

Microsoft Windows

Cisco Agent

ApplePay

Job description

Under general supervision and in compliance with established policies and procedures, the Member Support Associate I is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services over the phone.

Essential Functions

• Provide quality interactions with inbound and outbound member calls that create an excellent service experience to promote the Veridian brand.
• Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
• Conduct member transactions including loan payments, deposits, withdrawals, transfers and SWBC payments.
• Complete member requests including opening certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, and initiating direct deposit/EFT/payroll deduction.
• Actively cross-sell credit union services by providing information to current, new and potential members.
• Consistently achieve established monthly and annual sales and service goals.
• Actively refer members to appropriate position and/or department within all Veridian Companies.
• Maintain necessary departmental files, updating member/credit union information as required.
• Prepare and maintain reports as required.
• Maintain member confidence and protect operations by keeping information confidential.
• Contribute to team effort by accomplishing related results as needed.
• Proficient in answering member inquiries surrounding Online Banking, Mobile Banking, Remote Deposits, Bill Payment, Remote Transfers, etc.
• Support at the first point of contact through problem‑solving skills and utilization of resources in the areas of card services, rate inquiries, ACH, and Account Resolutions.
• Skilled in Member Support Center software: EchoSign, SWBC, Jabber, Cisco Agent, ApplePay, etc.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self‑motivated; ability to work without close supervision.
• Problem solving; analysis.

Physical Demands

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• Related work experience in customer service, preferably in a call center environment and/or at a financial institution.
• Proficiency in electronic services.
• Fluent computer skills in a Microsoft Windows Environment.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. All employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.

About Veridian Credit Union

Veridian Credit Union, founded in 1934 in Waterloo, Iowa, is a not‑for‑profit financial cooperative dedicated to partnering with members to create successful financial futures. Veridian offers a competitive salary, benefit and incentive package that includes medical, dental and vision insurance; group term life insurance, 401(k) and profit‑sharing plans; and a yearly incentive program. Employees enjoy a supportive work environment where diversity is valued.

Benefits

Medical, dental, and vision insurance; group term life insurance, 401(k) and profit‑sharing plans; and a yearly incentive program.