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Member Service Representative

4 months ago

Spring Valley, United States Rockland Employees FCU Full time
Job DescriptionJob Description

Position Objective:

Is accountable for providing complete/product service information to our members, including Individual Retirement Account (IRA) and consumer loan products; handling member concerns, opening new memberships/accounts, cross-selling all financial products.

Essential Job Functions:

  • Maintains and provides complete deposit product and consumer loan knowledge and cross-sell products and services to our members
  • Assists members by discussing financial products and services that meet their financial needs
  • Responsible for compliance with all required regulations and policies, especially with all Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies, procedures and regulations
  • Projects a sound and professional image when communicating on the telephone, or when members enter the branch
  • Shows courtesy and respect to both members and coworkers
  • Maintains a positive work atmosphere by acting and communicating in a manner so that the employee gets along with members, vendors, co-workers, and management
  • Responds to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance.
  • Coordinate and participate in providing member service in all paying and receiving functions of the Credit Union, including deposits, withdrawals, wires, stop payment, loan payments, loan disbursements, loan processing, and payroll deduction changes


Position Location: Spring Valley, New York

Company DescriptionRockland Employees Federal Credit Union is committed to providing the best possible financial services, value and financial education to its diverse membership. We work with many Select Employee Groups (SEG’s) in Rockland County which allow us the opportunity to provide credit union benefits to their employees. We have 3 branches: Spring Valley (Headquarters), Orangeburg (Rockland Psychiatric Center), and West Haverstraw (Helen Hayes Hospital). We are committed to helping our members in any way we can by providing an ear to listen, advice to help them progress and creating the tools they need to become more financially stable. We strive to provide them with the latest product innovation, flexible services and the promise of dedication.Company DescriptionRockland Employees Federal Credit Union is committed to providing the best possible financial services, value and financial education to its diverse membership. We work with many Select Employee Groups (SEG’s) in Rockland County which allow us the opportunity to provide credit union benefits to their employees. We have 3 branches: Spring Valley (Headquarters), Orangeburg (Rockland Psychiatric Center), and West Haverstraw (Helen Hayes Hospital). We are committed to helping our members in any way we can by providing an ear to listen, advice to help them progress and creating the tools they need to become more financially stable. We strive to provide them with the latest product innovation, flexible services and the promise of dedication.