Member Services Representative

1 week ago


Sarasota, United States EVERENCE SERVICES, Full time
POSITION SUMMARY
Professionally represent Everence Federal Credit Union to members and future members. Accurately and efficiently process member transactions, service requests and the opening of new memberships/accounts in a courteous, discreet, and professional manner. Promote credit union products and services by proactively engaging in conversation with individuals, organizations and businesses, helping them achieve their banking needs. Serve as back-up to other branch staff and support branch manager and staff with additional office responsibilities as assigned.

RESPONSIBILITIES AND DUTIES
  1. Process member transactions such as: deposits, withdrawals, check cashing, loan payments, transfers, cashier's checks, cash advances, stop payments, wire transfers, etc.
  2. Process non-member transactions through the CO-OP Shared Branching network.
  3. Adhere to policies and procedures including but not limited to: security, transaction verification, cash limits, cash handling and check cashing guidelines. Adhere to Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA) which includes Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and, regulations from the Office of Foreign Assets Control (OFAC).
  4. Balance cash and daily transactions. Investigate and resolve out-of-balance conditions.
  5. Scan checks received for deposit, payment or cash.
  6. Ensure individuals, organizations and businesses meet eligibility requirements.
  7. Open/close memberships/accounts and renegotiate Certificates of Deposit/IRAs.
  8. Complete forms and enter information into database to establish new memberships/products/services, order checks and perform maintenance and service requests.
  9. Receive, direct and handle telephone calls, facsimile, e-mail and mail-in requests.
  10. Process night depository and mail-in transactions.
  11. Present and explain credit union products and services to members and recommend the right products and services to assist them in meeting their everyday banking needs.
  12. Cultivate member loyalty and deepen member relationships by engaging members. Educate members on options for managing financial transactions by leveraging technology, tools, and resources.
  13. Serve as resource for members by answering questions and researching requests. Apply product and procedural knowledge to identify, mitigate and resolve member problems effectively.
  14. Drive proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions. Deliver a full Everence conversation with every client interaction to identify the appropriate Everence solutions.
  15. Manage member traffic flow thru lobby and telephone.
  16. Assist in branch opening and closing procedures.
  17. Support balancing and auditing vault, other MSR cash, and negotiable instruments.
  18. Quality check new memberships/accounts, service/maintenance requests.
  19. Complete reports and records as needed.
  20. Onboard new members with follow-up telephone calls, e-mail messages and/or mailings.
  21. Contact members and prospects to update records, set appointments and cross-sell.
  22. Complete all required training for position and participate in electives to enhance skills.
  23. Participate in meetings and other events as required.
  24. Assist Branch Manager with follow up work such as insurance, financials and assembling loan folders.


QUALIFICATIONS

Education:

1. Minimum high school diploma or equivalent.

2. Basic understanding of credit union operations.

3. Cash handling or retail service experience required and experience in financial services preferred.

Skills and Abilities:

1. Ability to provide exceptional service.

2. Professionalism, honesty, integrity and good listening skills to build rapport and relationships.

3. Strong interpersonal, communication and organizational skills.

4. Accuracy and attention to detail with mathematical aptitude and analytical skills.

5. Ability to exercise good judgment, solve problems, offer sound advice and cross-sell products and services.

6. Ability to operate related computer applications and business equipment including PC, Internet, e-mail, Windows software, adding machine, telephone, facsimile, copy machine, money counting machine, and scanner. Experience with customer databases a plus.

7. Adaptability to changing workflows to remain productive in fast-paced and slower times.

8. Availability to work based on branch needs.

9. Ability to lift boxes and heavy coin as well as stand on feet for a long period of time.

SUPERVISORY RESPONSIBILITIES: None

SCHEDULE: Full-time

  • Sarasota, United States Planet Fitness Inc. Full time

    The Member Service Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests.Essential Duties and Responsibilities* Greet members, prospective members, and guests, providing exceptional customer service.* Handle all front desk...


  • Sarasota, United States Circle K Full time

    Circle K - 5651 Clark Rd [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment for...


  • Sarasota, Florida, United States KFC Full time

    KFC is hiring for a Customer Service Representative role at our 3780 Bee Ridge Road location.About the RoleWe are seeking a highly motivated and enthusiastic individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring that every guest has a...


  • Sarasota, United States Hawthorne Global Aviati Full time

    Hawthorne - Customer Service RepresentativeARE YOU INTERESTED IN WORKING IN AVIATION? Are you interested in working in the business aviation industry and do you enjoy a culture that is customer centric? As a Customer Service Representative, you will be an integral part of providing outstanding customer experience. Job Responsibilities: Provide assistance to...


  • Sarasota, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are in the search for an adept Service Representative in the Insurance Services, H& B field. The role is situated in Rochester, New York, focusing on the Payroll Services industry. The employment type for this role is a long-term contract position. Responsibilities: • Serve as the primary point of contact for customers,...


  • Sarasota, United States Waste Pro Full time

    Waste Pro - 7921 15th Street E [Customer Service Representative] As a Customer Service Representative at Waste Pro, you'll: Answer incoming calls; Assist existing commercial and residential customers in resolving issues; Provide service quotes for new customers; Establish customer accounts by negotiating and documenting service type, pricing, billing, and...


  • Sarasota, United States Alliance Insurance of Sarasota Full time

    The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's...


  • Sarasota, United States Alliance Insurance of Sarasota Full time

    The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists ResponsibilitiesCommunicate with customers via phone, email and chatProvide knowledgeable answers to questions about product, pricing and availabilityWork with internal departments to meet customer's...


  • Sarasota, United States Waste Pro USA, Inc. Full time

    The Customer Service Representative receives and processes calls from customers, serves as the end-to-end point of contact for customers, and resolves customer issues. Collaborates with a team of customer service representatives to meet overall call Customer Service Representative, Customer Service, Representative, Water, Operations, Retail


  • Sarasota, United States Sunset Chevrolet Buick GMC Full time

    Sunset Automotive Group has an immediate opening for a motivated team member in our Business Development Center. In this position, you will be responding to customers who contact us by phone, email, or online chat to answer questions and set appointments for our service center. You will also make outgoing calls to current clients to remind them they are due...


  • Sarasota, United States Sir Speedy, Sarasota, FL Full time

    Benefits:401(k) matchingCompetitive salaryHealth insurancePaid time offTraining & developmentVision insurance401(k)Dental insuranceBenefits/Perks:Initial and ongoing training Competitive compensationPaid holidays and vacationIndoor and comfortable working environmentCompany paid 80% health insurance401k with 5% match (eligible after 1 year)Company Overview:...


  • Sarasota, United States Centennial Bank Full time

    GENERAL DESCRIPTION OF POSITIONThe Senior Customer Service Representative is responsible for retaining existing relationships and opening new deposit accounts in accordance with branch goals. This position is responsible for promoting and cross-selling bank products and services.ESSENTIAL DUTIES AND RESPONSIBILITIES1. Responsible for opening all consumer and...


  • Sarasota, United States The Staffing Resource Group Inc Full time

    Job DescriptionMedical Customer Service Representative: SRG offers flexible staffing solutions with a national presence. We provide contract, contract-to-hire, direct hire and executive search services. SRG utilizes an innovative approach to identify and qualify talent that is unique to the Staffing industry, featuring a cutting-edge platform that allows us...


  • Sarasota, United States Sir Speedy Full time

    Benefits: 401(k) matching Competitive salary Health insurance Paid time off Training & development Vision insurance Benefits/Perks: Initial and ongoing training Competitive compensation Paid holidays and vacation Indoor and comfortable working environment Company paid 80% health insurance 401k with 5% match (eligible after 1 year) Company Overview: A...


  • Sarasota, United States Sir Speedy Full time

    Benefits: 401(k) matching Competitive salary Health insurance Paid time off Training & development Vision insurance 401(k) Dental insurance Benefits/Perks: Initial and ongoing training Competitive compensation Paid holidays and vacation Indoor and comfortable working environment Company paid 80% health insurance 401k with 5% match (eligible after 1 year)...


  • Sarasota, Florida, United States Sarasota Jungle Gardens Full time

    Job OverviewSarasota Jungle Gardens is a family-owned and operated attraction that has been beloved for generations.We are looking for a Customer Service Representative to join our team. This role will involve providing exceptional customer service, operating cash registers, and maintaining accurate transactions.


  • Sarasota, United States FASTSIGNS #174101 Full time

    Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for...


  • Sarasota, Florida, United States Good Life Brands, LLC Full time

    We are seeking a skilled Customer Service Representative to join our team at Good Life Brands, LLC. As a key member of our customer support team, you will be responsible for delivering exceptional service and support to our customers.About the RoleThis is a full-time position working Monday through Friday, 6am-3pm. The ideal candidate will have excellent...


  • Sarasota, Florida, United States Papa John's - JNE Full time

    Papa John's is a leading pizza company that offers a unique opportunity for individuals to develop their skills and advance their careers.Job SummaryWe are seeking a motivated and detail-oriented Customer Service Representative to join our team in food preparation. As a key member of our team, you will be responsible for ensuring the highest quality of food...


  • Sarasota, United States Wingstop Full time

    Wingstop - 8462 Lockwood Ridge Rd - [Crew Member / Counter Service] As a Guest Service Team Member @ Wingstop, you'll be responsible for delivering World Class service by: Acting as the face and the voice of Wingstop to all of Guests who walk into the restaurant; Providing Guests with authentic, positive and genuine experiences; Interacting with Guests by...