Member Service Representative III

NECHES FEDERAL CREDIT UNION • Bridge City, TX

10d • Onsite

About The Position

Member Service Representatives III deliver exceptional service while assisting members with their financial needs. The role builds and maintains member relationships, supports members with account needs and questions, and uses knowledge of credit union products and services to make recommendations and solve problems. Representatives provide prompt, professional, personalized service to prospective and current members while contributing individually and as part of a team to meet or exceed service and sales goals.

This is a non-exempt role scheduled for 40 hours per week at the Major location in Beaumont. The stated schedule falls between Monday and Friday business hours, with rotating Saturday hours.

Requirements

• High school diploma or equivalent.
• Math aptitude and keyboarding skills.
• One year of related financial or customer service experience, or a degree in a related field.
• Comprehensive knowledge of all credit union products and services.
• Ability to work independently while displaying initiative and decision-making.
• Strong attention to detail, multitasking, and organizational skills.
• Strong interpersonal, verbal, and written communication skills.
• Professional phone etiquette.
• Ability to maintain a high level of professionalism.
• Dependability, punctuality, and regular attendance.
• Ability to work well in a team environment and support the credit union’s mission and values.

Responsibilities

• Build and maintain member relationships.
• Open, close, and maintain checking, savings, subaccounts, CDs, IRAs, and money market accounts.
• Process account transactions, including ordering checks, updating account cards, handling fraud disputes, wire transfers, and stop payments.
• Assist members with account questions.
• Serve as a notary.
• Use knowledge of credit union products and services to make recommendations and solve problems while assisting members.
• Contribute individually and as part of a team to meet or exceed credit union Service and Sales Reward program goals.
• Listen actively to members, identify their needs, and deliver prompt, professional, and personalized service to prospective and current members.
• Show enthusiasm, passion, and empathy while processing transactions.

What This Job Offers

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