Member Service Representative

Allegacy Federal Credit UnionKing, NC
Onsite

About The Position

At Allegacy, the Member Service Representative is committed to doing right and ensuring the wellbeing of members. This role is crucial for living out the company's brand culture. The position involves satisfying members’ financial needs by accurately processing monetary transactions, providing excellent customer service, and selling products and services tailored to members’ specific needs. This role requires daily face-to-face interaction with members.

Requirements

  • High school diploma or equivalent
  • Excellent customer service skills.
  • At least one year experience in banking or credit union.
  • Ability to meet balancing standards consistently.
  • Excellent interpersonal skills.
  • Previous exposure to office machines.
  • Ability to excel in a sales and service team environment.

Responsibilities

  • Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture.
  • Meet or exceed established service goals.
  • Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors. Serve, Care, Collaborate, and Grow.
  • Build and maintain good customer relations by handling account entries accurately and presenting a friendly and courteous image.
  • Process monetary transactions and balance accurately, assist and inform members with account problems or questions and cross-sell or suggest services.
  • Maintain security of cash drawer, negotiable instruments and credit union documents to ensure confidentiality of members’ accounts to protect members and AFCU.
  • Sell Travelers Cheques, money orders and other discount services.
  • Additional duties as assigned.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service