Member Services Representative Ii

3 weeks ago

Glendora, United States America's Christian Credit Union Full time

**Job Overview**:
As a Member Service Representative II, you will be responsible for providing excellent member service to ACCU members by assisting them with their financial transactions and account management. You will also be responsible for cross-selling and educating members on the various products and services offered by ACCU. Processes transactions in the general areas of savings, consumer loans, and auxiliary credit union services. The Member Service Representative II will also handle member inquiries, resolve issues, and ensure member satisfaction.

**Responsibilities**:

- Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs.
- Vault and night drop duties as assigned.
- Assists with the morning and evening preparation of the branch, and other team members as needed throughout the day.
- Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables.
- Provides suggestions for streamlining department and credit union operations.
- Performs other related duties as assigned or requested.
- Processes new memberships, additional share accounts, savings services, consumer loan requests, and general consumer loan fundings as requested by members.
- Performs research on accounts and identifies and corrects member account problems.
- Provides consultative services to members regarding credit union products and services by assessing the members' needs, addressing their concerns, and gaining agreement.
- Has thorough knowledge of consumer loan processes
- Has thorough knowledge of complex savings products and processes including Trusts, IRAs, deceased and legal.
- Assists the branch with training of new team members and cross-training of existing team members in area of specialty; keeps up to date with policy/procedure updates.
- Ensures branch operations are conducted under established policies, procedures, and guidelines in alignment with regulatory requirements.
- Delivers exceptional member service delivery to members requesting account assistance. Provides consultative services to members regarding credit union products and services by assessing the member's needs, addressing their concerns, and gaining agreement.

**Requirements**:

- High School Diploma or equivalent, some college coursework preferred.
- Minimum of 1 year of experience in customer service and sales.
- Experience in a banking or financial institution a plus.

Join us as a Member Services Representative and be part of a dynamic team dedicated to providing exceptional service to our valued members.

Pay: $18.55 - $27.83 per hour

Expected hours: 40 per week

**Benefits**:

- 401(k)
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance

Shift:

- 8 hour shift
- Day shift

Weekly day range:

- Monday to Friday

Work Location: In person

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