Member Service Representative - Pawtucket

Member Service Representative I – Pawtucket

Join to apply for the Member Service Representative I – Pawtucket role at Coastal1 Credit Union
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We are looking for a Member Service Representative for our Smithfield Ave branch in Pawtucket! Our Member Service Representatives are responsible for creating and sustaining a welcoming environment with a desire to discover and support members’ financial needs and goals. They assist members with everyday transactions, account opening, maintenance, and consumer lending needs, while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals.

• High School Diploma or equivalent
• Prior cash handling experience
• Previous teller experience required

Create and sustain a welcoming environment with a desire to discover and support members’ financial needs and goals. Assist members with everyday transactions, account opening, and maintenance while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals.

• Provide excellent member service from start to finish with each member. Proactively engage with members while opening new accounts such as savings, checking, IRAs, CDs, Visa, and debit card products for both consumer and business members. Perform all member transactions discreetly and confidentially.
• Treat each member as an individual. Enhance member relationships by asking discovery questions with a genuine curiosity of helping members to achieve their goals. Provide solutions by educating members about products and services.
• Process all member transactions when needed and assist members with general account questions within the scope of their role. Know when to refer members to the appropriate team member for additional products and services such as loans, commercial products, and wealth management.
• Ensure cash drawer and branch is in proof at close of every business day and research errors as needed.
• Follow established processes and guidelines in daily activities ethically and with integrity.
• Prioritize learning Coastal1 products and services and complete assigned training within the required timeframe.
• Perform other duties as required.

Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on‑site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more.

Equal Opportunity Employer –
Coastal1 Credit Union is an equal opportunity employer and encourages applications from all qualified candidates.

Entry level

Full‑time

Other

Banking