Member Service Representative I​/Member Service Representative II

Member Service Representative

People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally.

If you work here, you belong here.

Your Values Align With Ours

We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team.

Your Voice Is Heard

Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers.

Your Team Makes You Stronger

Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow.

Your Future Is Bright

We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization.

What You'll Gain

Growth and Development

• Emerging Leaders program designed for high potential employees
• Proven career mobility: 21 program participants promoted or transferred (14 into leadership roles), 16 overall promotions in calendar year 2025, 9 transfers for advancement in calendar year 2025

Benefits That Support You

• Medical, dental (BCBSRI), and vision (VSP) coverage
• 401(k) and Roth options with a competitive employer match
• Performance based incentive (target 4% of salary)
• Employee discounts on loan products

Time & Flexibility

• Paid day off for annual primary care visit
• Paid volunteer day + company-wide "Day of Purpose"
• 100% Employee participation in community service in 2025

Culture & Connection

• Highly engaged workforce – 94% participation in most recent engagement survey
• Open-door, "ask anything" culture
• Employee events and team connection opportunities

Position Summary

This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

Essential Responsibilities and Accountabilities:

• Member Service
• Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines.
• Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities.
• Provides account servicing and maintenance.
• Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution.
• Branch Operations
• Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security.
• Contributes to daily operations of a branch and end of day branch balancing.
• Assists in the daily procedural balancing of Automated Teller Machines (ATMs).
• Member Growth
• Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).
• Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services.
• Ensures members are aware of all channels through education and in branch demonstration.
• Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.

Key Behavioral Competencies

• Initiative
• Learning Agility
• Team Player
• Dependability & Reliability
• Active Listening

Knowledge and Skills

• High School diploma or equivalent.
• At least six months cash handling and customer service experience.
• Good oral communication skills.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to use basic math skills and spell accurately up to a high school graduate level.

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