Member Services Representative

Choice One Community Credit UnionHazleton, PA

About The Position

Assists new and existing members with their financial needs, opens and closes various types of accounts, processes transactions, resolves account problems, and provides assistance and information regarding other products and services of the Credit Union.

Requirements

  • One year to three years of similar or related experience.
  • A high school education or GED.
  • Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
  • Working knowledge of principles and processes for providing member and personal services. Actively looks for ways to help people. Communicates information and ideas in speaking so others may understand.
  • Working knowledge of related computer systems and application.

Responsibilities

  • Assists members with opening and closing accounts, processes transactions, and addresses and resolves member problems, inquiries, or complaints. Refers problems to supervisor as needed, along with recommendations for resolution.
  • Identifies opportunities to cross-sell additional products or services to members.
  • Confers with members by telephone or in person to provide information about products or services.
  • Maintains accurate member account information on computer system and prepares required reports as needed.
  • Acts as liaison between members and various departments.
  • Performs other job related duties as assigned.
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