Senior Member Service Representative Float
About The Position
As a Full-Time Senior Member Service Representative at People Driven Credit Union, you will play a pivotal role in delivering exceptional service to our members. Your responsibilities include promptly and professionally addressing member inquiries, whether they are basic or complex, related to insurance, interest rates, service charges, and account histories—all while adhering to disclosure requirements and consumer privacy policies. You will facilitate various transactions, including opening new share, certificate, and IRA accounts, as well as conducting transfers, deposits, payments, withdrawals, and statement research. Additionally, your keen ability to actively cross-sell our credit union services will contribute to our members' financial well-being and enhance their overall experience. By ensuring accurate and thorough service, you will help our members navigate their financial journeys with confidence.
Requirements
- Previous experience as Member Service Representative and Teller is required.
- Excellent knowledge of credit union products and services.
- Strong foundation in customer service.
- Attention to detail is critical.
- Strong communication skills.
- Empathetic approach.
- Familiarity with relevant software and tools.
Nice To Haves
- Some college preferred.
Responsibilities
- Effectively handle all Member Service Representative and Teller duties and responsibilities as required; may also serve as a greeter.
- Serves as Backup Head Teller, as needed.
- Assist members with inquiries from basic to complex issues regarding insurance, interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies.
- Open new share, certificate, and IRA accounts in accord with current policies, perform transactions and other functions relating to all share and certificate accounts, including transfers, deposits, payments, withdrawals, statement research, signature verification, and bonds.
- Process checking services: NSF problems, draft orders, copy requests, verification of account status, funds availability, certified & stop payments.
- Actively cross-sell credit union services.
Benefits
- Employer paid Medical
- Dental
- Vision
- Generous 401(k) program
- Life Insurance
- Flexible Spending Account
- Paid Time Off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
