Member Service Representative
Indexed description
Responsibilities for this position will include, but are not limited to, the following duties:
- Provide exceptional service by responding to member needs in person, via phone, or email with a friendly and professional demeanor.
- Process loan applications and supply correct information to the underwriting team in a timely manner.
- Work with the underwriting team to fund and disburse loans.
- Support the Teller line as needed, accurately processing deposits, withdrawals, loan payments, and other transactions.
- Address and resolve member concerns or complaints promptly.
- Educate members about our products and services to help them meet their financial goals.
- Work closely with team members and other departments to support overall credit union operations and initiatives.
- Prefer 1-2 years of experience working in a financial institution, in a member facing role.
- Prior experience in a face-to-face retail role helpful.
- Clear understanding of financial regulations and compliance.
- Strong communication skills verbally and written.
- Strong interpersonal skills to build relationships with members and staff.
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