Member Service Rep
Job Description
Assist members with financial needs and open/close accounts to ensure service quality
Member Service Rep I
Position Type: Hourly, Non-Management
Role: Assists new and existing members with their financial needs, opens and closes various types of accounts, processes transactions, resolves account problems, handle member needs with debit and credit cards, and provides assistance and information regarding other products and services of the Credit Union.
Essential Functions & Responsibilities:
Assists members with opening and closing accounts, processes transactions, handle member needs with debit and credit cards, and address changes. Resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution.
Identifies opportunities to cross-sell additional products or services to members.
Confers with members by telephone or in person to provide information about products or services.
Maintains accurate member account information on computer system.
Acts as liaison between members and various departments.
Efficiently monitors emails, completes required trainings, stays up to date on credit union promotions, products, and services
Performs other job related duties as assigned
Assist members with opening and closing accounts, Process transactions for members, Handle member needs with debit and credit cards, Address changes and inquiries from members, Cross-sell additional products or services to members
