Member Services Representative

If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today.

This position offers a flexible hybrid work arrangement, allowing employees to balance in-office collaboration with the benefits of remote work. We provide the necessary tools and technology to ensure seamless productivity, whether you're working from home or the office.

SUMMARY:

A Member Services Representative is responsible for providing, via telephone contact, a wide variety of Credit Union services to members including transactions, disseminating information, problem resolution and applicable product/service suggestions.
** ESSENTIAL DUTIES AND RESPONSIBILITIES
** include the following. Other duties may be assigned.
* Provide phone service regarding savings accounts by:  + Informing members of general information concerning savings accounts and credit union membership.  + Initiating process to open new savings accounts for members and starting payroll deductions if requested.  + Calculating dividends for members or explaining process and interpreting statements.  + Processing savings withdrawals or transfers via PC or written voucher at member’s request.  

+ Quoting and explaining savings activity to members.  + File maintaining savings accounts as necessary.  + Initiating process to stop payment on savings checks at member’s request.  + Initiating and completing, if time allows, any research dealing with savings accounts.  + Taking requests for savings statement copies and initiating charge for that service if applicable.  + Helping with any miscellaneous request by member.
* Provide telephone service for checking accounts by:  + Informing members of general information concerning checking accounts.  + Initiating process to open new checking accounts with ATM/VCC, overdraft protection and payroll deductions if requested, including pulling credit reports, talking to supervisor for approval and typing new membership cards.  + Calculating dividends or explaining process when requested.  + Quoting and explaining checking account activity to members and assisting with general problem solving concerning checking activity and balancing of checkbook.  

+ Transferring funds to and from checking account at member’s request.  + File maintaining checking accounts as necessary.  + Assisting members in ordering checks.  + Assisting members in ordering replacement ATM/VCC cards and in reporting Lost and Stolen ATM/VCC cards.  + Initiating process to order microfilm copies of checks.  + Initiating and, if time permits, completing any research requests by member.  

+ Helping with any miscellaneous request by member.
* Provide phone service regarding loans by:  + Having the ability, through general understanding, to provide member with limited information regarding all types of loans including: annual percentage rate, repayment schedules, cost of credit life and disability insurance, and the loan process.  + Processing Home Equity, Designer Loan, and Line of Credit advance requests and discussing payments, insurance, and payroll deductions.  

+ Completing file maintenance as necessary.
* Provide phone service regarding Savings Certificates and IRA accounts by:  + Having the ability, through general understanding, to provide members with limited information regarding types of accounts, rates, process to open accounts and account activity.
* Provide phone service regarding VISA by:  + Processing transfer of VISA payment from member’s accounts.  + Informing member of general information regarding VISA accounts.  + Initiating process to send member VISA application and explaining review process.
* Provide phone support regarding Online Banking, Bill Pay, A2A and P2P by:  + Giving member general information on process and features.  + Aiding members in new Online Banking enrollment.  + Troubleshooting enrollment, connection and processing issues.  + Resetting passwords and unlocking accounts.  + Escalating calls to the e Services Team when necessary.
* Provide phone support regarding ATM and Debit Cards by:  + Verifying Debit…