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Member Service Representative
5 months ago
Member Service Representative (Full Time)
Location: Tallahassee, FL (in-office)
Schedule: Monday - Friday
Compensation: Competitive annual salary plus generous benefits package (see below for details)
Summary of Qualifications:
- Have obtained a high school diploma or equivalent.
- Have 1+ years of full-time experience in teller or cashier position and 6+ months of customer service;
- OR 18 + months of teller experience at either a bank or credit union
- Ability to pass a criminal background check, credit check and drug test.
About Us: First Commerce Credit Union is a financially strong, growing member-owned cooperative serving consumer and business needs in nearly 40 counties across North Florida and South Georgia. Credit unions operate under a common philosophy of people helping people - individuals who share a passion for supporting their communities. Credit unions provide financial wellness resources, help local businesses grow, and are committed to helping members build their savings, invest in their futures, pursue their financial goals, and much more.
About the Position: The Member Service Representative identifies members spoken and unspoken needs utilizing all tools provided by the credit union to effectively recommend appropriate products and services to meet those needs as well as open deposit product account(s). Demonstrates comprehensive knowledge of non-lending products and services, and their policies/procedures offered by First Commerce Credit Union. These are including but not limited to checking, share, Money Markets, CDs, IRAs, bill pay, all Gift/Travel cards, safe deposit and debit cards.
We think you'll succeed in this role if you:
- Love to work with numbers and cash handling
- Enjoy a customer service driven environment where everyday brings an opportunity to learn and grow
- Take initiative and provide strategic direction to ensure member financial success
- Have a high attention to detail and always triple check your work
- Enjoy problem solving and don't give up at the first sign of difficulty
- Want to work for a company that serves a higher purpose than just making a profit
If this describes you, please read on
Essential Tasks:
- Greets all members and visitors promptly when entering the credit union; provides applications and brochures to people waiting for their appointments; sets appointments and answers phones; acts as a liaison for platform staff; and answers basic account questions.
- Identify member's spoken and unspoken needs utilizing all tools provided by the credit union such as ACS and new member profiles. Effectively recommends appropriate products and services to meet those needs as well as opens the deposit product account.
- Drives sales and success through service and ensuring a positive member experience to achieve sales and referral goals.
- Orders checks and temporary checks; orders check copies; and prints out statements upon request.
- Notarizes documents for members.
- Assists member in loan payoff quotes; provides rate quotes and rate sheets to members.
- Demonstrates functions of the ATM to members on request; assists with setting members up for direct deposit.
- Provides assistances on automatic maturity on CDs and SEP withdrawals.
- Assists with members signing in to First In Line App.
- Assist FSOs with compiling loan packages and quality assurance issues.
- Performs all job responsibilities of a teller.
- Responds to all messages and requests within 4 hours.
- Pursues opportunities for professional growth and knowledge through training, education and self-study.
Requirements:
This job might be for you if you:
- A minimum of a high school diploma or equivalent.
- A minimum of 18+ months of teller experience either at a bank or credit union; or 1+ year teller experience and 6+ months of customer service experience.
- Displays "Remarkable" member service 100% of the time; displays a positive "can do" attitude towards members, team members, and the credit union organization.
- Meets job responsibilities of the teller position including balancing standards.
- Valid Driver's license required. Must be able to travel within credit union footprint as needed (15% or less).
- Can pass a criminal background check, credit check, and drug test
Benefits:
We know satisfied employees are key to a thriving business and are pleased to offer:
- Competitive annual salary (to be disclosed to candidates meeting minimum qualifications)
- Health, dental, vision, disability, life, and pet insurance options with generous company sponsorship which includes free 24/7 mental & behavioral telehealth coverage
- Two (2) weeks paid time off (this increases to 3, 4, and 5 weeks with additional years of service)
- One (1) week sick leave (this increases to 2 weeks with additional years of service)
- Eleven (11) paid holidays, one (1) personal floating holiday, and paid volunteer time
- 401k with up to 4% employer match, vested from your first day on the job
- Eco-friendly cash bonus for carpooling, biking, or using public transportation
- Professional development programs, scholarships, and internal committee leadership opportunities
- Charitable contribution matching
- Exclusive rewards and discounts on things like movie tickets, travel, shopping, and more
- Referral incentives for mortgage products and recruitment
- Fun perks in the office with a company culture where you are more than just a number
If you think you'd be a good fit, we'd love to see you apply
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Job Posted by ApplicantPro