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.

This role offers a base salary of $20.00 per hour, participation in the Member Services Incentive Program, and a comprehensive benefits package, including Medical, Dental, Vision, and 401(K) company match.
** 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 Card transactions.+ Ordering replacement card and PINS+ Cancelling lost and stolen cards+ Developing proficiency in the Client Central Workstation platform to:

- Troubleshooting card and transaction…