Member Service Representative I

Job Description:

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:
50% Assists members with all of their membership and account need; including but not limited to opening and/or closing memberships, Certificates, IRA’s, Trust accounts, Consumer Loans, Notaries, Processing Cash, Account Maintenance, and other transactions.

25% 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.

10% Responds to member requests, questions and concerns. Takes ownership by finding the appropriate solution with timely follow through.

5% Collaborates and assists with other departments and branches to maintain Exceptional Service across all areas of the Credit Union.

5% Maintains member records, prepares files and any other member documents while maintaining the highest level of confidentiality.

5% Assists with specific branch opening and closing duties. Proactively performs other duties as needed or assigned.