Member Solutions Representative

Credit Union of Georgia•Jasper, GA

About The Position

Credit Union of Georgia is seeking a Member Solutions Representative for its Pickens Branch. The role provides member service by answering account inquiries, opening and closing accounts, educating members about credit union products and services, and troubleshooting account-related questions and concerns. The representative performs routine financial transactions and switches between member-service and teller responsibilities to support branch operations. The role is expected to deliver service consistent with the credit union’s member JournEASE experience and brand standards.

Requirements

  • At least 1 year of teller and/or cashier experience.
  • At least 3 years of practical work experience.
  • High school diploma or GED.
  • Complete annual training modules, including cybersecurity, Bank Secrecy Act, and other compliance and regulatory requirements.

Nice To Haves

  • College degree preferred.

Responsibilities

  • Uphold Credit Union of Georgia brand standards and follow the member JournEASE steps: Engage, Ask, Solve, and Excite.
  • Assist members with opening and closing accounts and answer member questions.
  • Recognize when to seek supervisor assistance and provide recommendations when appropriate.
  • Perform routine member transactions accurately and efficiently, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.
  • Present and cross-sell credit union products and services, and identify opportunities to deepen member relationships through referrals to the Credit Union Auto Buying Service, mortgages, or Member Financial Services.
  • Maintain current knowledge of credit union policies, procedures, and Service Standards, and work with other departments to support cohesive transactions and relationships.
  • Comply with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control requirements.
  • Complete assigned training within the designated timeframe, including annual compliance and regulatory training.
  • Perform other duties as assigned.
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