Rep-Member Services Sr

Honda Federal Credit Union • Greensburg, IN

3d • Onsite

About The Position

The Senior Member Services Representative provides a broad range of member services at Honda Federal Credit Union’s Greensburg Branch. The role includes performing and troubleshooting transactions, opening and closing accounts, processing consumer and real-estate loan applications, filing disputes, and responding to members’ account questions and concerns. The representative maintains knowledge of the Credit Union’s products and services and uses customer service, sales, and personal finance skills while multitasking, protecting confidential information, and communicating effectively.

The position requires working knowledge of HFCU deposit and consumer loan products, services, operational systems, policies, procedures, and relevant industry regulations. The representative performs teller transactions; opens memberships and accounts; sets up services; handles loan applications and processing, basic IRA processing, and equity applications; and has basic mortgage knowledge. The role also includes educating members about new HFCU technologies.

The representative interacts professionally and courteously with members, evaluates their needs, and identifies opportunities to educate them about or offer relevant products and services. Member interactions may be inbound or outbound. The representative is expected to understand Service Plus and TMA training, meet customer-service expectations and metrics, and contribute to team goals across areas of work.

This is a first-shift, 100% onsite role at the Honda Federal Credit Union Greensburg, Indiana location.

Requirements

• High school diploma or GED equivalent.
• Two to three recent years of customer service and sales experience in a financial services environment.
• Professionalism.
• Ability to multitask.
• Decision-making skills.
• Self-motivation.

Responsibilities

• Perform and troubleshoot member transactions and other services.
• Open and close accounts and process new memberships and services.
• Process consumer and real-estate loan applications, including equity applications, and handle basic IRA processing.
• File disputes and assist members with account questions and concerns.
• Maintain working knowledge of HFCU deposit and consumer loan products, services, and operational systems.
• Apply HFCU policies and procedures and relevant industry regulations in daily operations.
• Educate members about new technologies provided by HFCU.
• Interact professionally and courteously with members, assess their needs, and identify opportunities to educate them about or cross-sell relevant products and services.
• Meet customer-service expectations and metrics using Service Plus and TMA training.
• Handle inbound and outbound member interactions.
• Work collaboratively with the team to accomplish shared goals, regardless of individual work area.

Benefits

• Competitive base salary, with pay based on variables including geographic location and work experience.
• Paid overtime.
• Regional bonus when applicable.
• Medical, dental, vision, and prescription benefit plans.
• Paid time off, including vacation, holidays, and shutdown.
• Company-paid short-term and long-term disability.
• 401(k) plan with company match and additional contribution.
• Relocation assistance if eligible.
• Advancement opportunities and career mobility.
• Education reimbursement for continued learning.
• Training and development programs.
• Tuition assistance and student loan repayment.
• Lifestyle account.
• Childcare reimbursement account.
• Elder care support.
• Wellbeing program.
• Community service and engagement programs.
• Product programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED