Member Service Representative - Part-time

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Location:

Goshen, IN
• Position: 60% part-time (24 hours per week).

POSITION SUMMARY

Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Deliver an excellent member experience by welcoming visitors, efficiently processing transactions, resolving issues, and uncovering financial needs for referral to the appropriate individual or line of business. Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries.

Promote EFCU products and services by proactively engaging in conversation following our “Service to Sales” process to help members achieve everyday banking needs.

RESPONSIBILITIES AND DUTIES

• Provide the best member experience by being courteous and efficient with all members, in person or over the telephone.
• Maintain comprehensive knowledge of all products and services offered through study and use whenever possible.
• Identify cross‑selling opportunities by asking members open‑ended questions.
• Contribute to the overall sales performance of the office team.
• Educate members and refer Everence products and services that meet their needs.
• Open/close memberships/accounts and negotiate Certificates of Deposit/IRAs.
• Onboard new members with follow‑up telephone calls, email messages, and/or mailings to ensure the use of various products and services.
• Contact members and prospects to update records, cross‑sell, and deepen relationships.
• Complete training as assigned.
• Participate in regular office meetings.
• Process member transactions such as deposits, loan payments, transfers, cashier’s checks, cash advances, stop payments, etc.
• Adhere to policies and procedures including security and transaction verification.
• Adhere to the Anti‑Money‑Laundering Policy and related legislation.
• Work as part of the team and serve as a resource for other EFCU branches.

Education
:
Minimum high school diploma or equivalent.

Experience
:

• Basic understanding of credit union operations.
• Customer service experience and/or experience in financial services preferred.

Skills and Abilities
:

• Ability to provide exceptional service.
• Professionalism, honesty, integrity, and good listening skills to build rapport and relationships.
• Strong interpersonal, communication, and organizational skills.
• Accuracy and attention to detail with mathematical aptitude and analytical skills.
• Ability to exercise good judgment, solve problems, offer sound advice, and cross‑sell products and services.
• Proficiency with related computer applications and business equipment; experience with customer databases a plus.
• Adaptability to changing workflows and ability to remain positive and productive in a fast‑paced environment.
• Availability to work based on branch scheduling needs.
• Alignment in supporting the Everence mission of empowering financial well‑being for faith‑inspired living.

SUPERVISORY RESPONSIBILITIES
:
None.

WORK SCHEDULE
:
Part‑time, 24 hours per week (based on branch scheduling needs).