Member Service Representative I (Bilingual Required)

Rogue Credit Union•Medford, OR

About The Position

The Member Service Representative I provides exceptional member experiences by identifying individual members’ needs throughout their financial journeys and recommending relevant products and services. The role builds member relationships and loyalty through attentive service, appropriate sales and cross-selling, and practical financial education. The representative assists with memberships, accounts, basic lending, account maintenance, and member questions while supporting Rogue Credit Union’s mission, vision, and values. The position prepares account and loan documents accurately and confidentially, follows compliance requirements and the credit union’s guidelines, and maintains knowledge of products and services. The representative obtains a notary license and follows applicable notary procedures. The role may also assist other departments and perform additional duties as assigned.

Requirements

Three to five years of similar or related experience.
High school education or GED.
Bilingual skills are required.
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.
Attention to detail.
Strong computer and keyboarding skills.
Ability to research and provide solutions.
Ability to think critically, analyze information, and apply good judgment.
Ability to handle confidential and sensitive information with tact and diplomacy.

Responsibilities

Build member relationships by identifying needs, recommending appropriate products and services, and supporting members’ financial well-being.
Assist members with memberships, accounts, and basic lending needs, including consumer loans, specialty accounts, IRAs, business accounts and loans, and account maintenance.
Review and analyze members’ financial situations and provide education and solutions suited to their needs.
Understand credit scores and reporting and use that knowledge to identify appropriate sales opportunities.
Promote member participation by offering credit union products and services based on member needs.
Open new accounts and loans as applicable and prepare documents accurately, promptly, and confidentially.
Follow compliance requirements and Rogue Credit Union’s guideline manual.
Respond to member requests, questions, and concerns; take ownership and provide timely follow-through toward appropriate solutions.
Obtain a notary license and follow notary guidelines and compliance procedures.
Maintain knowledge of credit union products and use available resources to identify cross-selling opportunities.
Complete tasks accurately and on time, ensuring documents follow established processes and expectations.
Assist other departments and perform other duties as needed or assigned.