Member Service Representative - Travel Team
About The Position
The Member Service Representative - Travel Team provides superior member service to drive member satisfaction and retention, helping members make use of the credit union’s products and services. The role involves accurate, professional member transactions; building awareness of available products and services; making timely referrals; and regularly meeting monthly sales standards. The representative must comply with credit union policies, procedures, safety and service standards, and financial regulations, including BSA and CFPB requirements. The home service center will be determined upon hire within Area 7, and the role provides additional staffing coverage to nearby service centers on short notice.
Requirements
- High school diploma, GED, or equivalent.
- At least 6 months of customer service experience in financial services or retail delivery.
- Valid driver's license with an acceptable driving record.
- Strong member-service focus and ability to offer appropriate cross-sell and upsell opportunities.
- Strong attention to detail and accuracy in transactions.
- Professional and courteous communication skills.
- Proficiency in basic arithmetic: addition, subtraction, multiplication, and division.
- Comfort handling physical money accurately while interacting directly with members.
- Exposure to Microsoft Outlook and web-based transactional systems.
Nice To Haves
- At least 6 months of sales experience.
- Ability to use a 10-key keypad by touch.
- Enthusiasm for helping the community.
Responsibilities
- Provide accurate and professional face-to-face service, including basic monetary transactions, new member account creation, and account maintenance, with a focus on member retention and acquisition.
- Discover and meet member needs by regularly achieving monthly sales standards through product offerings, including deposit and lending products, credit and debit cards, investments, and business banking.
- Complete required job training and comply with credit union policies and procedures, safety and service standards, and applicable financial regulations, including BSA and CFPB requirements.
- Provide additional coverage to surrounding service centers that need staff on short notice.
- Remain aware of and follow policies, procedures, and regulations pertaining to the Bank Secrecy Act.
Benefits
- 401(k) match
- Discretionary 401(k) profit sharing
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short-term and long-term disability
- Health Savings Account with company contribution
- Employee Assistance Program
- Paid vacation, sick leave, floating holidays, and volunteer time off
- Paid holidays
- Tuition reimbursement
- Paid parental leave
- Monthly incentive plan
- Annual 3% target bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
