About The Position

The Member Service Representative I – Member Support provides exceptional service by responding to inquiries, solving basic problems and providing solutions in a contact center environment. Acts as a resource to members, educating them on products and services which will improve their financial wellbeing.

Requirements

  • One month to twelve months of similar or related experience.
  • A high school education or GED

Nice To Haves

  • If you’re passionate and driven to excel in this role, we encourage you to apply, even if you don’t fully meet every qualification listed. Your unique experiences, knowledge, skills, and abilities may be exactly what we need.

Responsibilities

  • Maintain an excellent knowledge of the features and benefits of Credit Union services and of selling skills. Employ both to successfully cross-sell Credit Union services when assisting members in any capacity.
  • Participate in Member Support department meetings and activities to achieve specific detailed and measurable goals.
  • Consistently achieve goals; share best practices with team members.
  • Promote an environment of respect and cohesive teamwork to ensure member loyalty and employee engagement.
  • Actively participate in monthly coaching and development planners to leverage talents and development opportunities.
  • Commit to and successfully execute on agreed upon action plans with your manager.
  • Actively support the Member Support Service Level Agreement to build sound relationships with members.
  • Provide information about all facets of the Credit Union including: eligibility for membership, types of accounts available (savings and lending), online services, current rates, calculation of dividends and interest, insurance coverage available, payroll deduction and other deposit and payment plans.
  • Assist members with any questions or problems with their account including any research and, if necessary, correction of any errors.
  • Ask questions and seek understanding to ensure the best solution is consistently provided to each member.
  • Respond to Live Chat, Information Desk, Online Banking and voice mail inquiries timely.
  • Promptly and efficiently handle inquiries and requests from members over the phone and through various written channels.
  • File correspondence and documentation as needed.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.

Benefits

  • iQ pays 100% of the monthly medical, dental and vision premium for you AND your dependent children.
  • iQ matches up to 6% of your 401(k) contributions.
  • 11 paid holidays plus vacation and sick time accruals.
  • Paid Community & Event Volunteer opportunities.
  • Paid Wellbeing hours to help you recharge and thrive.
  • Student loan repayment match up to $100 per month.
  • Tuition reimbursement to support your educational advancement.
  • An annual match to amplify your nonprofit giving.
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