Member Services Representative
Indexed description
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda’s, we want you to join our team to Bring the Future!
Job Purpose
The MSR is responsible for understanding/performing/troubleshooting a broad variety of Member
services such as transactions, filing disputes, educate on e-services and assisting members with any
questions/concerns regarding their account. Have full knowledge of the Credit Union’s products and
services. Associate needs to have customer service and sales skills with preferred personal finance
knowledge, ability to multi-task, maintain confidentiality and communicate effectively.
Key Accountabilities
Operational/Technical Skills
- Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services to refer/direct members to the appropriate person/department. Working knowledge of operational systems to effectively perform members’ requests including deposits, withdrawals, corporate/cashier checks, disputes, ATM/Visa card issuance, processing mail, return fees, duties as assigned, etc
- Policies/Procedures/Compliance: Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day-to-day operations. Emerging areas: This also includes educating members on new technologies provided by HFCU
- Effectively and confidentially interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or refer products and services to meet those needs. Strong working knowledge of customer service to effectively and confidently meet customer service expectations and metrics. Effective and confident in moving beyond the member’s initial request and offering additional education / opportunities to the member
- Member interaction may be inbound or outbound
- Able to work within a team to accomplish the overall goals/products/services regardless of one's own area
- High School Diploma or GED Equivalent
- Minimum 1+ recent years customer service and sales skills
- Preferred financial institution experience
- Preferred cash handling experience
- Professionalism
- Ability to multi-task
- Decision making skills
- Self-motivation
- Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
- Paid Overtime
- Regional Bonus (when applicable)
- Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
- Paid time off, including vacation, holidays, shutdown
- Company Paid Short-Term and Long-Term Disability
- 401K Plan with company match + additional contribution
- Relocation assistance (if eligible)
- Advancement Opportunities
- Career Mobility
- Education Reimbursement for Continued Learning
- Training and Development programs
- Tuition Assistance & Student Loan Repayment
- Lifestyle Account
- Childcare Reimbursement Account
- Elder Care Support
- Wellbeing Program
- Community Service and Engagement Programs
- Product Programs
Create a free Caio profile to unlock the full index and keep your job-search signal for future recommendations.
Unlock free search