Member Service Representative jobs in United States
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CommonWealth One Federal Credit Union · 16 hours ago

Member Service Representative

positionAlexandria, VA, US
timeFull-time
remoteOnsite
seniorityEntry Level
money$19.47/hr - $29.20/hr
date1+ years exp

CommonWealth One Federal Credit Union is a financial institution dedicated to providing exceptional member service. The Member Service Representative will perform various sales and service functions, including processing transactions and engaging in consultative cross-selling of products and services to meet members' needs.

FinanceFinancial Services
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Diversity & Inclusion

Responsibilities

Greet and welcome members to the CU in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions
Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues
Open new accounts. Process stop payment requests, payroll deduction, ATM pin changes, requests for new products and services, and various other requests
Process loan requests. Originate loan applications. Disburse approved loans
Identify cross-sell opportunities and cross-sell products and services to members. Distribute information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage & Investment referrals
Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business
Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act
Complete required training when assigned

Qualification

Customer service skillsSales experienceBanking productsPC skillsProblem-solving skillsInterpersonal communicationAttention to detail

Required

One year to three years of sales and service experience in a financial institution
High school education or GED, required
Basic math/ computation, and cash handling experience, required
Consistent excellent customer service skills
Strong written, verbal, and interpersonal communication skills
Problem-solving and conflict resolution capabilities
PC skills (including Microsoft Office and banking platforms)
Ability to handle multiple tasks with attention to detail
Regular and satisfactory attendance required
Must maintain an acceptable personal credit history and be bondable

Preferred

Knowledge of CU or banking products, services, and/ or lending experience

Company

CommonWealth One Federal Credit Union

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CommonWealth One Federal Credit Union is a full-service not-for-profit that offers personal and commercial banking solutions.
dateFounded in 1944
location
Alexandria, Virginia, USA
people-size51-200 employees
web-link
http://www.cofcu.org/

Funding

Current Stage
Growth Stage

Leadership Team

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Rob Case
Senior Vice President and Chief Information Officer
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Recent News

WebWire
CommonWealth One Federal Credit Union Wins First Place Desjardins Adult Financial Education Award, Reinforcing Commitment to Community Financial Literacy
2025-02-22
WebWire
CommonWealth One Federal Credit Union Welcomes Rob Case as Senior Vice President and Chief Information Officer
2023-10-19
Company data provided by crunchbase