Member Service Representative I/Member Service Representative II

People's Credit Union • Bristol, RI

11h

About The Position

People’s Credit Union is built on the belief that members and employees should feel a sense of belonging.
If you work here, you belong here.
We hire employees whose core values match our own.  We can train for competency, but if you’re also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team.
Here, hierarchy doesn’t drive impact - all voices are sought out, heard, and respected.  We are listeners, then doers.
Independent work is expected, but collaboration with compassionate accountability makes us all stronger.  Working together, we all learn and grow.
We recognize that careers are not always straight lines.  Professional development is a shared responsibility.   We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals.  Let's work together to foster growth and development in our organization.

Seeking Member Service Representative - openings available for multiple levels of experience, with distinct responsibilities as outlined below.

MEMBER SERVICE REPRESENTATIVE I
(Entry level)

POSITION SUMMARY
This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

MEMBER SERVICE REPRESENTATIVE II
(Experience required)

POSITION SUMMARY
The Member Service Representative II provides solutions to members’ financial needs by providing quality service to members through effective needs-based recognition, handling member concerns and inquiries, and performing transactions with accuracy in a positive and professional manner.  The primary role of the Member Service Representative II is to build trusting relationships with our members, recommending financial solutions based on our member needs.

Requirements

• High School diploma or equivalent.
• At least six months cash handling and customer service experience.
• Good oral communication skills.
• Must be able to speak clearly and deliver information in a logical and understandable sequence.
• Must be able to use basic math skills and spell accurately up to a high school graduate level.
• High school diploma or equivalent
• At least 1 to 2 years’ experience in customer service in a financial or retail environment
• Excellent oral and written communication skills
• Experience in Windows, Microsoft Office, and Automated Lending
• Apply for and successfully maintain NMLS registration
• Completion of all assigned trainings per regulations set forth by SAFE Act

Responsibilities

• Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions.  Balances processed transactions within balancing guidelines.
• Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities.
• Provides account servicing and maintenance.
• Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution.
• Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security.
• Contributes to daily operations of a branch and end of day branch balancing.
• Assists in the daily procedural balancing of Automated Teller Machines (ATMs).
• Demonstrates a solid working knowledge of Credit Union products and services.   Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s).
• Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services.
• Ensures members are aware of all channels through education and in branch demonstration.
• Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team.
• Assist members in establishing account relationships as it relates to Credit Union products and services, utilizing in branch, telephone, and email opportunities.
• Respond to member inquiries and evaluate their needs.  Properly and enthusiastically look for growth opportunities and direct members to the appropriate resource.
• Maintain proficient knowledge of bank channels to promote ATM/Debit card usage, Alkami product and services, mobile banking, and bill pay.
• Demonstrate ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and member satisfaction.
• Meet assigned member service and retention goals contributing to the success of the team.
• May serve as Member Service Center Agent as needed.
• Perform accurate, routine transactions as they relate to Credit Union products and services and balance processed transactions daily.
• Perform teller/MSR I duties as required, may assist in training and mentoring of new staff.
• Assist in the operational maintenance and procedural balancing of Automated Teller Machines.
• May assume coordination of branch office operations to include branch opening, closing, and branch balancing.
• Participate in all required training and adhere to written policies and procedures of the credit union including BSA, OFAC and security.
• Interview consumer loan applicants to gather the required information for a credit application, explaining loan options, rates and terms and close loan on approval.
• Apply for and successfully maintain NMLS registration.
• Completion of all assigned trainings per regulations set forth by SAFE Act.

Benefits

• Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP
• 401(k) and Roth plan with a competitive employer match
• Robust Wellness Program
• Employee Recognition Program
• Fun, food, and events

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees