Part-Time Member Service Representative

Municipal Credit Union • Bronx, NY

2d • Onsite

About The Position

Municipal Credit Union is hiring a part-time Member Service Representative to provide excellent service to members by identifying their needs and offering tailored financial solutions. The role supports a broad range of member requests, including opening new accounts, account maintenance, loan applications, and teller transactions. The representative works in a high-volume branch environment, handling requests from routine servicing to complex issues that require sound judgment, accuracy, and adherence to MCU policies and procedures. The role works collaboratively with branch management and teammates to deliver a strong member experience and requires knowledge of MCU products, services, policies, and applicable regulations.

The representative also supports branch sales and service goals, digital banking adoption, member outreach, loan and account pipelines, teller coverage, branch operations, and community engagement. The position includes travel to other MCU branches in the region as staffing needs require. Employees are expected to complete designated development milestones, demonstrate mastery of key competencies, and maintain an average score of at least 95% on monthly sales and service quality observations.

Requirements

• High school diploma or equivalent.
• Availability to work overtime and Saturdays.
• Ability to multitask and manage time effectively.
• Ability to work in a high-volume environment and meet deadlines while maintaining attention to detail.
• Strong interpersonal, oral, and written communication skills.
• High ethical standards.
• Proficiency in Microsoft Office Suite.
• Technological proficiency.
• Ability to complete designated skill and performance milestones within defined timelines.
• Ability to maintain an average score of 95% or above on monthly sales and service quality observations.

Nice To Haves

• Retail banking experience is a plus.
• Previous branch experience, including sales and service, is preferred.

Responsibilities

• Represent MCU’s core values and provide professional, empathetic service to members and teammates.
• Protect the confidentiality of members and their financial information.
• Open and onboard new members, providing a welcoming and informative experience.
• Use relationship management tools to interview members, identify financial needs, and offer tailored solutions.
• Cross-sell appropriate MCU products and services and support digital banking adoption.
• Perform account maintenance, changes, and servicing accurately and efficiently.
• Take ownership of member concerns and follow through to resolve them.
• Obtain proper documentation and signatures in compliance with regulations and MCU policies and procedures.
• Process loan applications, collect required documentation, meet underwriting requirements, and ensure application data is complete and accurate.
• Manage new account and loan pipelines and follow up with members to support timely completion and closing.
• Meet or exceed individual and branch sales and service goals and support team referrals and goals.
• Conduct outbound member outreach, including service lists, lead lists, and referral follow-up.
• Complete assigned online loan applications and follow up with members through closing.
• Maintain knowledge of MCU products, services, policies, procedures, and applicable regulations.
• Provide teller line coverage and assist with lobby management as needed.
• Participate in branch opening and closing and perform daily operational tasks, including instant issue card and negotiable item management.
• Travel to other MCU branches in the region to support staffing needs as required.
• Complete regulatory compliance training, including BSA/AML/OFAC, and adhere to applicable compliance requirements.
• Assist with community engagement outreach programs.
• Share knowledge and support newer team members to promote consistent performance and service quality.
• Complete designated skill and performance milestones within defined timelines.
• Demonstrate progressive mastery in member engagement, consultative sales, digital tool adoption, operational accuracy, and compliance.
• Maintain an average score of 95% or above on monthly sales and service quality observations.
• Perform other duties and special projects as assigned.

Benefits

• Attendance bonus may be available.
• 401(k) with an 8% employer contribution per pay period.
• Overtime eligibility.
• Flexible paid time off.
• 11 paid holidays annually.

What This Job Offers

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