Member Service Representative

Commonwealth One FCU. • Alexandria, VA

6d • Onsite

About The Position

The Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all Credit Union (CU) services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the member’s specific needs.

The Member Service Representative may be assigned to float to another branch to provide coverage.

All Retail team members must fully understand CU products and services and be able to assist members to use these products and services. The MSR is expected to demonstrate assigned core competencies and meet assigned goals.

Requirements

• One year to three years of sales and service experience in a financial institution.
• High school education or GED, required.
• Basic math/ computation, and cash handling experience, required.
• Consistent excellent customer service skills.
• Strong written, verbal, and interpersonal communication skills.
• Problem-solving and conflict resolution capabilities.
• PC skills (including Microsoft Office and banking platforms).
• Ability to handle multiple tasks with attention to detail.
• Regular and satisfactory attendance required.
• Must maintain an acceptable personal credit history and be bondable.

Nice To Haves

• Knowledge of CU or banking products, services, and/ or lending experience, preferred.

Responsibilities

• Greet and welcome members to the CU in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions.
• Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues.
• Open new accounts. Process stop payment requests, payroll deduction, ATM pin changes, requests for new products and services, and various other requests.
• Process loan requests. Originate loan applications. Disburse approved loans.
• Identify cross-sell opportunities and cross-sell products and services to members. Distribute information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage & Investment referrals.
• Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.
• Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.
• Complete required training when assigned.

What This Job Offers

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