Member Service Representative I (Bilingual Required)

Rogue Credit Union • Medford, OR

9d • $24 - $30

About The Position

The Member Service Representative I provides exceptional experiences by identifying each member’s unique financial needs, recommending appropriate products and services, and proactively seeking opportunities to build participation and cross-sell based on need. The role delivers member-focused solutions and service that build long-term loyalty while supporting Rogue Credit Union’s vision, mission, and values.

The representative assists members with memberships, accounts, basic lending needs, account maintenance, and related documentation. The position requires knowledge of financial products and services, credit scores and reporting, compliance requirements, and notary guidelines. The representative responds to member questions and concerns, follows through on solutions, and maintains accurate, timely, and confidential records. The role may also support other departments and perform additional duties as assigned.

Requirements

• Three to five years of similar or related experience.
• High school education or GED.
• NMLS licensing and completion of required annual training.
• Excellent active listening, verbal, and written communication skills.
• Ability to organize, manage time, and multitask.
• Project management skills and attention to detail.
• Strong computer and keyboarding skills.
• Ability to research, find solutions, think critically, analyze information, and exercise good judgment.
• Ability to build relationships and influence or sell ideas or services to others.
• Ability to move or adjust objects weighing up to 30 pounds.
• Ability to remain stationary, often standing or sitting for prolonged periods.
• Ability to perform repetitive wrist, hand, or finger motions while using a computer.
• Ability to communicate and exchange information, perceive sounds at normal speaking levels, receive detailed oral information, and maintain close, continuous visual acuity for computer use, data preparation and analysis, transcription, and reading.
• Ability to work Saturdays and a rotating flexible schedule; occasional overtime may be required.
• Bilingual skills are required.

Responsibilities

• Build relationships with members, identify their needs, and recommend financial products and services that support their financial well-being.
• Assist members with memberships, accounts, basic lending needs, and account maintenance, including memberships, consumer loans, specialty accounts, IRA accounts, business accounts, and business loans.
• Review and analyze members’ financial situations and provide appropriate education and solutions; understand credit scores and reporting and identify sales opportunities.
• Open new accounts and loans as applicable and prepare documents accurately, promptly, confidentially, and in compliance with requirements and Rogue’s guidelines.
• Respond to member requests, questions, and concerns; take ownership of finding solutions and provide timely follow-through.
• Obtain a notary license and maintain knowledge of notary guidelines and compliance procedures.
• Maintain knowledge of credit union products and use resources to identify cross-sell opportunities.
• Complete tasks and documentation accurately and on time while maintaining confidentiality.
• Assist other departments and perform other duties as needed or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED