Member Service Representative Job Fort Walton Beach area,Florida USA,Customer Service/HelpDesk

Member Service Representative

Full Time Fort Walton Beach, FL, US

3 days ago Requisition

Starting Pay: $18.00

Position Closing Date: 10/12/2026

Role:

Performs duties under the direct supervision of the branch Member Services Supervisor.

* Duties may vary depending on branch assignment. May or may not include all those listed below.

Essential Functions & Responsibilities:

Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution.
Identifies opportunities to cross-sell additional products or services to members
Confers with members by telephone or in person to provide information about products or services.
Maintains accurate member account information on computer system and prepares required reports for management.
Acts as liaison between members and various departments.
Performs other job-related duties as assigned.

Performance Measurements:

1. Provide informed, prompt, and accurate service to all members and associates by greeting and waiting on members in lobby within X minutes, answering the telephone within X rings, and responding to messages or correspondence within X hours.

2. Open all accounts, certificates of deposit, and other Credit Union products or services in accordance with federal regulations, ensuring all related forms and documents are completed and filed/scanned in a timely manner.

3. Carry out assigned duties and responsibilities with minimal errors according to established branch standards.

4. Actively cross-sell products and services to members to achieve or exceed X% of all established individual and branch sales goals.

5. Troubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties.

6. Ensure compliance with all applicable Credit Union policies, procedures, and regulations.

7. Maintain a professional work environment and businesslike appearance.

Knowledge and

Skills:

Experience

One year to three years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills

Working knowledge of established teller procedures and policies. Understanding of Credit Union operations. Communicates information and ideas in speaking so others will understand. General office equipment such as calculators, computers, photocopiers, and scanners.

Physical Requirements

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