Membership Representative

Keystone Cooperative•Indianapolis, IN

29d

About The Position

The Membership Representative serves as a primary point of contact for Keystone's member-owners, offering knowledgeable support and personalized assistance across all aspects of membership. This role is responsible for maintaining membership records, supporting the coordination of patronage distributions, and promoting a strong sense of ownership and community among members. This includes handling member inquiries, resolving issues efficiently, and ensuring seamless processing of membership transactions. The Membership Representative plays a crucial role in ensuring positive and valuable membership experience, contributing to the overall success of the organization.

Requirements

Strong communication and interpersonal skills.
Proficiency in database management and Microsoft Office Suite.
Excellent organizational and time management skills to manage multiple tasks, prioritize effectively, and meet deadlines.
Ability to analyze situations, identify solutions, and resolve issues efficiently.
Commitment to cooperative principles and member-focused service.
Detail-oriented with strong problem-solving skills.
Ability to work independently and collaboratively across departments.
Associate's or Bachelor's degree in Business, Communications, or related field (or equivalent experience).
2+ years of experience in membership services, customer relations, or administrative support.

Nice To Haves

Familiarity with cooperative principles and patronage systems is a plus.
Passion for cooperative values and community engagement.

Responsibilities

Serve as the primary point of contact for member inquiries via phone, email, text, and in-person.
Assist with collecting and processing new member applications.
Ensure compliance with eligibility requirements and board approval processes.
Maintain accurate member records in the database.
Prepare correspondence, mailings, and other communications for members and internal team on member issues.
Coordinate the issuance of stock certificates and assemble new member welcome packets, ensuring accuracy, compliance, and timely delivery.
Scan and upload documents to appropriate member accounts, ensuring accuracy, proper file naming, and compliance with data management protocols.
Assist Manager with educating internal team and members on the value and purpose of equity in the cooperative model.
Assist Manager with the identification and consolidation of duplicate member accounts.
Assist with annual large volume 1099 and patronage processing.
Collect and process monthly equity redemptions.
Collaborate with other departments to ensure seamless member service.