Member Service Representative I jobs in United States
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People's Credit Union · 1 month ago

Member Service Representative I

People’s Credit Union is built on the belief that members and employees should feel a sense of belonging. The Member Service Representative I delivers a wide variety of service to members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth.

BankingCommunitiesFinancial Services

Responsibilities

Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines
Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities
Provides account servicing and maintenance
Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution
Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security
Contributes to daily operations of a branch and end of day branch balancing
Assists in the daily procedural balancing of Automated Teller Machines (ATMs)
Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s)
Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services
Ensures members are aware of all channels through education and in branch demonstration
Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team

Qualification

Cash handling experienceCustomer service experienceBasic math skillsOral communication skillsDependabilityLearning agilityActive listeningTeam playerInitiative

Required

High School diploma or equivalent
At least six months cash handling and customer service experience
Good oral communication skills
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be able to use basic math skills and spell accurately up to a high school graduate level
Able to bend, sit or stand for varying periods of time in order to perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends)
Ability to operate routine equipment (i.e. telephone, calculator, copier)
Must be able to work additional hours whenever required or requested by management
Must be capable of regular, reliable, and timely attendance
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise

Benefits

Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP
401(k) and Roth plan with a competitive employer match
Robust Wellness Program
Employee Recognition Program
Fun, food, and events

Company

People's Credit Union

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Every day since “The People’s Credit Union” began in 1922, we’ve been about “people helping people.” That means making meaningful connections with our members, so we can truly understand your needs.

Funding

Current Stage
Growth Stage

Leadership Team

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Cassandra Anderson
Head of Middletown Branch
Company data provided by crunchbase