Online Member Representative jobs in United States
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TruStone Financial Credit Union · 13 hours ago

Online Member Representative

TruStone Financial Credit Union is a member-owned credit union focused on providing competitive financial tools for its members. The Online Member Representative will primarily open online membership applications and safeguard against online fraud, while also maintaining knowledge of the credit union's products and services to assist members effectively.

BankingFinancial ServicesNon Profit

Responsibilities

Open online membership applications
Safeguard the credit against optional online fraud requests
Retain a working knowledge of all available products and services of the credit union
Open special/sub-accounts as requested by members
Exercise independent judgment while determining the products or services that will help our members become more financially successful

Qualification

Financial services experienceCustomer service skillsMicrosoft Office proficiencyAttention to detailMath aptitudeKeyboarding skillsVerbal communication skillsWritten communication skillsTeam playerDecision-making skills

Required

Availability to work 40 hours per week Monday through Friday between the hours of 8:30am – 5:00pm at our Burnsville Branch location; non-exempt
High school diploma or equivalent
2+ years of financial services experience or equivalent experience in roles that require superior customer service skills and strong attention to detail
Excellent attention to detail and organizational skills
Ability to work in a fast-paced environment
Good verbal and written communication skills, including excellent telephone communication skills
Excellent customer service skills
Ability to maintain complete confidentiality
Math aptitude and keyboarding skills
Ability to work as a team player being flexible and dependable
Work independently while displaying initiative and decision-making skills
Maintaining a high level of professionalism while working under pressure
Maintain compliance with the Bank Secrecy Act and all its provisions
Ability to pass all pre-employment drug test and various background checks
Responsible for regular and reliable attendance at the workplace

Preferred

Financial or lending experience, preferred
Previous PC experience in Microsoft Office products; Episys experience, preferred

Benefits

Competitive pay and incentive programs for all positions.
Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
Affordable dental and vision insurance coverage.
Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
10+ paid holidays each year.
Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
Employer-paid Short Term and Long Term Disability benefits.
Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
Special employee discounts when you join TruStone Financial as a credit union member.
Employee activities, events, discounts, and many other great benefits and perks!

Company

TruStone Financial Credit Union

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TruStone Financial is a credit union driven to create exceptional financial experiences.

Funding

Current Stage
Late Stage
Total Funding
$25M
2024-01-02Debt Financing· $25M

Leadership Team

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Dale Turner
President and CEO
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Company data provided by crunchbase