Senior Member Service Representative-Southfield

People Driven Credit Union; New Marlborough (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision for you

Employer sponsored 401(k)

Vacation and personal time off

Federal holidays off with pay

Wellness program

Job summary

People Driven Credit Union is seeking a Senior Member Service Representative to join our team in Massachusetts. The role focuses on delivering excellent member service, handling everyday transactions, and addressing complex account needs within a collaborative branch environment.

The Sr. MSR will process deposits, withdrawals, transfers, and account openings while providing guidance on CU products and services.

Qualifications

• Must pass the Senior Member Service Representative Assessment.
• Previous experience as Member Service Representative and Teller is required.
• Excellent knowledge of credit union products and services.

Responsibilities

• Process deposits, withdrawals, transfers, payments, statement research, signature verification, and other share and certificate account transactions.
• Open new share, certificate, and IRA accounts in accordance with current policies and procedures.
• Assist members with checking services, including NSF issues, draft orders, copy requests, account status verification, funds availability, certified checks, and stop payments.
• Respond to member questions ranging from basic to complex, including inquiries about insurance, interest rates, service charges, and account histories.
• Protect member privacy and ensure all transactions and conversations comply with applicable disclosures, regulations, and consumer privacy policies.
• Identify and refer members to appropriate credit union products, services, or departments based on their needs.
• Step in as Backup Head Teller when needed, supporting smooth daily branch operations.

Skills

Customer service

Attention to detail

Regulatory compliance

Multitasking

Education

High School diploma or equivalent

Some college coursework

Job description

Description

Are you People Driven? Do you love to provide excellent service, have high attention to detail and the ability to multitask? We are seeking an experienced Senior Member Service Representative to join our team! As a Senior Member Service Representative (Sr. MSR) at People Driven Credit Union, every day is an opportunity to make a meaningful difference in our members’ financial lives. You’ll provide friendly, professional service while helping members with everything from everyday transactions to more complex account needs.

About People Driven Credit Union:

At People Driven Credit Union, we build strong relationships with our members and community with the goal to strengthen the financial well‑being of those we serve. Our members have been at the core of who we are for over 90 years. People Driven believes in mutual success built on cultivation of long‑term team member, member and vendor relationships. Embrace a culture that celebrates member‑centricity and excellence, providing you with the motivation to excel every day!

Why join People Driven Credit Union?

• Employer paid medical, dental and vision for you and a low cost to add family members!
• Additional benefits including an employer sponsored 40lK program, vacation and personal time off!
• Federal holidays off with pay!
• A wellness program including fitness and wellbeing program reimbursements!
• To learn more about PDCU go to our website at https://www.peopledrivencu.org

A Day in the Life:

You’ll start the day by welcoming members and ensuring they receive prompt, accurate service. Whether you’re working as a Teller or a Member Service Representative, you’ll create a positive experience and identify opportunities to connect members with products and services that can better meet their needs.

Throughout the day, you’ll:

• Process deposits, withdrawals, transfers, payments, statement research, signature verification, and other share and certificate account transactions.
• Open new share, certificate, and IRA accounts in accordance with current policies and procedures.
• Assist members with checking services, including NSF issues, draft orders, copy requests, account status verification, funds availability, certified checks, and stop payments.
• Respond to member questions ranging from basic to complex, including inquiries about insurance, interest rates, service charges, and account histories.
• Protect member privacy and ensure all transactions and conversations comply with applicable disclosures, regulations, and consumer privacy policies.
• Actively identify and refer members to appropriate credit union products, services, or departments based on their needs.
• Step in as Backup Head Teller when needed, supporting smooth daily branch operations.

More Than a Transaction

Being a Sr. MSR means being a trusted resource for our members. You’ll combine strong transaction skills, attention to detail, regulatory awareness, and genuine member service to help People Driven Credit Union deliver a people‑first experience—one member interaction at a time.

If you’re ready to be a knowledgeable, dependable member advocate and a key part of the branch team, we’d love to have you join us as a Senior Member Service Representative.

Requirements

Education:

• High School graduate or equivalent, some college preferred.
• Must pass the Sr. Member Service Representative Assessment.

Experience:

• Previous experience as Member Service Representative and Teller is required.
• Excellent knowledge of credit union products and services.

**Must be able to pass a backgroud/credit check and drug screen.