The Member Service Representative provides financial support and service to credit union members via phone and written communication. They are responsible for processing transactions, resolving member inquiries, and educating members on beneficial products.
Requirements overview
Candidates must have a high school diploma or equivalent and at least one year of experience in a financial institution or customer service role. The position requires the ability to work in a high-volume environment and maintain strict confidentiality.
Key skills
Customer ServiceFinancial SupportProblem-solvingCommunicationData EntryConflict ResolutionMulti-taskingAccount ManagementAttention To DetailTime Management
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At CommunityAmerica Credit Union, we’re invested in you — our members, our employees, and our community.
We believe everyone deserves to feel like a star, and that’s why we go beyond banking to help people shine. As a not-for-profit, member-owned credit union, we’re focused on people over profits, offering personalized financial solutions that empower individuals and businesses to thrive. From everyday banking to long-term planning, we’re here to support your goals with checking, savings, loans, credit cards, investments, insurance, and financial guidance.
Our team enjoys a vibrant, purpose-driven culture where work/life balance, community impact, and career growth are all part of the experience. If you're looking for a rewarding career where you can make a difference, explore opportunities at CommunityAmerica.com/Careers.
A federally chartered credit union, insured by the National Credit Union Administration.
Customer Service & SupportFinance & AccountingAdministrative
Description
Summary
Job Summary
The Member Service Representative provides prompt and professional financial support and service to new and existing Credit Union members through phone calls and written communication, focusing on a positive member experience that builds and enhances member relationships to foster financial peace of mind.
Open Shifts:
Tuesday - Saturday from 10am-7pm (Sunday & Monday off)
Friday - Tuesday from 10am-7pm (Wednesday & Thursday off)
Sunday - Thursday from 10am-7pm (Friday & Saturday off)
Duties & Responsibilities
Duties and Responsibilities
Determine member needs and educate them on appropriate beneficial products and services.
Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security.
Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise.
Partner with internal and external departments to help resolve member inquires and issues to drive optimum resolutions.
Process account transactions accurately at the request of the member.
Research member questions and accurately communicate the resolution or process to resolve.
Adhere to Contact Center scorecard requirements by meeting minimum performance goals.
Advocate, promote and create honest and open communication throughout the credit union.
Demonstrate behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.
Collaborate with internal departments to ensure the workflow or process is providing the best service to the members.
Requirements
Education and Experience Requirements:
High school diploma or equivalent.
One (1) year of experience in a financial institution or customer service position.
Required Knowledge, Skills and Abilities:
Ability to function and thrive in a high-volume, high production environment.
Ability to multi-task and adapt to change with systems, processes, and procedures.
Ability to work effectively individually and within a team environment.
A self-motivated individual driven by goals.
Ability to maintain a high level of confidentiality.
Effective conflict resolution and communication skills
Ability to adhere to a daily schedule to meet the needs of our members.
Must be able to be bonded.
Preferred Knowledge, Skills and Abilities:
Associate or bachelor’s degree.
Knowledge of credit union services and products.
Physical Requirements:
In this position, individual will be expected to lift up to 20 pounds from time to time.
Must be able to stoop, bend, reach or stand for extended periods of time.
Must be able to sit and use a computer for extended periods of time.
Working Conditions:
This position is expected to work in a fast-paced contact center environment, remaining in a seated position for a minimum of 2-hour intervals, and may have to travel for visits to other credit union facilities.
This job description indicates the general nature and level of work, knowledge, skills, abilities and other essential functions expected of an incumbent. It is not intended to cover or contain a comprehensive listing of all required activities, duties or responsibilities. An incumbent may be asked to perform other duties as required and the job description is subject to change as a result business necessity.