Member Relations Associate
About The Position
We are seeking a dependable and member-focused Member Relations Associate to provide exceptional service and support a variety of teller, account, and member relations functions. This position assists members with transactions, account maintenance, product and service inquiries, and basic lending needs while ensuring accuracy and compliance with established policies and procedures. The ideal candidate is a professional with strong communication, interpersonal, and organizational skills who enjoys working directly with members and providing knowledgeable, efficient service.
Requirements
- High school diploma or GED required
- One (1) year of related administrative, customer service, cash handling, or financial services experience; or equivalent combination of education and experience
- Strong communication, interpersonal, organizational, and problem-solving skills
- Ability to accurately process transactions and handle confidential financial information
- Ability to work effectively in a team environment and manage multiple responsibilities
- Commitment to exceptional member service and professional conduct
Responsibilities
- Greets, assists, and directs members, guests, and visitors
- Processes deposits, withdrawals, loan payments, transfers, cashier’s checks, account updates, and other member transactions
- Assists with account openings, maintenance, closures, and service changes
- Explains credit union products and services and recommends appropriate solutions based on member needs
- Reviews consumer loan applications and assists applicants with required documentation
- Processes ACH, wire transfers, stop payments, payroll deductions, and other account requests
- Resolves routine member questions and account issues and coordinates with other departments as needed
- Maintains accurate records and follows established cash-handling, security, and operational procedures
- Provides professional, responsive member service in person and by telephone
- Performs other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
