Msr II

Chief Financial Credit Union•Dearborn, MI

8d•Onsite

About The Position

Member Service Representative II Build relationships. Find opportunities. Help members move forward. At Chief Financial Credit Union, great service starts with listening—and it grows when you recognize another way to help. A conversation about a checking account might reveal a need for a better savings option, a loan, or a digital tool that makes everyday banking easier. As a Member Service Representative II at our Dearborn branch, you’ll handle complex transactions and member concerns with confidence. You’ll also take an active role in growing member relationships: asking thoughtful questions, recommending relevant solutions, and contributing to branch and Credit Union goals. This is a senior service role without direct supervisory responsibility. You’ll serve members daily while sharing your knowledge and strong service habits with newer teammates.

Requirements

A high school diploma or GED.
One to three years of similar or related experience.
Experience handling financial transactions and servicing accounts accurately.
A track record of identifying customer or member needs and recommending relevant products or services.
The confidence to initiate conversations, make referrals, and work toward branch and Credit Union goals.
The ability to resolve many member questions independently while recognizing when to escalate.
Strong communication skills, discretion, and tact with members and coworkers.
A working knowledge of financial products, digital services, account security, and internal controls.
Comfort learning and using core banking systems and other technology.
A willingness to mentor peers and contribute to a strong branch team.

Responsibilities

Assist members in person, by phone, and through other assigned service channels.
Independently handle complex transactions, advanced account maintenance, and higher-level service requests.
Open, close, and maintain consumer accounts in accordance with Credit Union procedures.
Ask questions that uncover members’ financial needs and recommend appropriate accounts, loans, services, and digital solutions.
Follow through on opportunities and referrals, helping members take the next step toward a solution.
Contribute to individual, branch, and Credit Union service and growth goals through consistent, needs-based conversations.
Research and resolve member concerns within your authority, aiming to provide a complete answer whenever possible.
Use sound judgment to identify exceptions, higher-risk situations, and matters that need escalation.
Balance your cash drawer and complete end-of-day procedures accurately.
Protect member information by following verification, confidentiality, security, and fraud-prevention procedures.
Keep records, reports, and transaction documentation accurate and timely.
Support newer employees by answering questions, sharing knowledge, and modeling effective member conversations.
Help maintain a professional, organized, and welcoming branch environment.