MSC Service Representative I

Rogue Credit Union; Medford (OR); On-site; USD 34,000 - 38,000; Full time

Job summary

Rogue Credit Union in Medford, OR seeks a Member Service Center professional to assist members with memberships, accounts, and transactions, delivering exceptional service.

The role emphasizes needs-based sales, careful record-keeping, and teamwork in a fast-paced environment; requires strong communication and a high school diploma, with 3–5 years related experience.

Qualifications

• Three years to five years of related experience.
• High school education or GED.
• Excellent communication skills - verbal, written and listening.

Responsibilities

• 55% Assists members via phone and email with their membership and account need; including but not limited to opening and/or closing memberships, Certificates, and Consumer Loans.
• 15% Review and analyze member’s financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling credit union products and services.
• 15% Responds to members requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow through.
• 5% Maintains member records, prepares files and other member documents while maintaining the highest level of confidentiality.
• 5% Assists with specific branch opening and closing duties.
• 5% Proactively performs other duties as needed or assigned.

Skills

Communication skills

Sales ability

Computer skills

Team player

Attention to detail

Education

High school diploma or GED

Tools

10-key calculator

Job description

Department

Member Service Center

Reports To

Member Service Center Manager

Classification

Non-Exempt

About Rogue Credit Union

Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, California and Idaho counties. We strive to make an impact in the communities we serve by living, giving, and supporting local. Our mission is to provide exceptional member experiences that build mutually beneficial relationships to create the most loyal members in the nation. Here at Rogue, we believe in having a culture of happy team members who feel supported, have the chance to grow their careers, and LOVE where they work!

Role

Provides Exceptional Experiences by identifying each individual member's unique financial need and appropriately suggesting products and services that will meet or exceed those needs. Delivers unsurpassed service that builds long-term member loyalty while effectively handling member's transactions.

Essential Functions & Responsibilities

• 55% Assists members via phone and email with their membership and account need; including but not limited to opening and/or closing memberships, Certificates, and Consumer Loans.
• 15% Review and analyze member’s financial situation with the ability to provide education and solutions that meet the member needs. Consistently promotes member participation by effectively cross-selling credit union products and services.
• 15% Responds to members requests, questions, and concerns. Takes ownership by finding the appropriate solution with timely follow through.
• 5% Maintains member records, prepares files and other member documents while maintaining the highest level of confidentiality.
• 5% Assists with specific branch opening and closing duties.
• 5% Proactively performs other duties as needed or assigned.

Experience

Three years to five years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.

Other Skills

Excellent communication skills - verbal, written and listening. Needs-based sales ability. Good organizational and time management skills with the ability to work under occasional pressure. Good eye for detail and quality. Strong computer and 10-key calculator skills. Ability to work as a team player and adapt to Rogue's culture.

Physical Requirements

Some lifting required (up to 30 pounds), continuous sitting, occasional standing and occasional walking. Finger dexterity while using a computer. Regular talking and hearing in person and on the telephone. Continuous clarity of vision at 20 inches or less and continuous clarity of vision at 20 feet or more.

Work Environment

Normal workday with occasional overtime. Will require working Saturdays and a rotating flexible schedule. Exposed to potentially hazardous conditions, i.e., robbery.

Disclaimer

Rogue Credit Union is a drug free workplace and requires a drug screening test within 48 hours of employment offer.

Equal Opportunity Statement

Rogue Credit Union is an Equal Opportunity Employer and makes employment decisions without regard to race, color, national origin, religion, sex, age, disability, veteran status, or any other protected class. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method, please call [phone].

This Job Description is not a complete statement of all duties and responsibilities comprising the position