Member Service Representative I
Rogue Credit Union
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.
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.