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Connexus Credit Union · 14 hours ago

Senior Member Services Representative

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

Connexus Credit Union is a member-focused cooperative serving members across all 50 states. They are seeking a Senior Member Services Representative to provide exceptional service to members, assist with financial transactions, and promote products and services to help members achieve their financial goals.

AccountingBankingFinancial Services

Comp. & Benefits

Responsibilities

Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes

As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals

Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence

Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies

Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships

Research, troubleshoot and resolve complex member inquiries about credit union services and accounts

Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits

Mentor, onboard, and help train new Member Services Representatives

Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures

Operate and balance cash drawer daily with minimal balancing errors

Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel

Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality

Achieve individual performance goals as assigned and positively contribute to branch goal attainment

Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity

Perform other duties, branch support and projects as assigned

Qualification

Customer service experienceCash handling experienceBasic math skillsVerbal communication skillsTeam player

Required

Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently

Follows established routines under close supervision

Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude

Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters

Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment

Ability to travel to other branches within the area as necessary

Preferred

2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment