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 exceptional service by assisting members with account inquiries, opening and closing accounts, answering questions, and educating members about credit union products and services. The representative builds positive member relationships by resolving account-related concerns and ensuring interactions reflect the credit union’s service standards. The role also performs routine financial transactions and transitions between member service and teller responsibilities to support branch operations.

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 its member JournEASE experience: Engage, Ask, Solve, and Excite.
  • Assist members with opening and closing accounts and answer their questions.
  • Recognize when to seek supervisor assistance and provide recommendations.
  • Accurately and efficiently perform routine transactions, including deposits, withdrawals, cash advances, loan payments, transfers, and check cashing.
  • Cross-sell and present the features and benefits of credit union products and services.
  • Identify opportunities to deepen member relationships by referring members to the Credit Union Auto Buying Service, mortgages, or Member Financial Services.
  • Maintain current and thorough 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 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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