Member Service Representative

1 week ago

Oceanside, United States OCEAN FINANCIAL FEDERAL CREDIT UNION Full time

**Benefits**

Ocean Financial offers a comprehensive benefits package including healthcare and paid time off.

Position Title: Member Service Representative

Department: Branch Operations

Status: Full-time, Non-Exempt

Reports To: Branch Manager

Approved Date: June 18, 2024

Salary Range: $23.91 to $25.84 per Hour

Ocean Financial Federal Credit Union is a faith-based credit union providing financial services to the Catholic community and employees of Select Employee Groups since 1969.

Position Location: This position is primarily based in either our Oceanside Branch or Seaford Branch location.

Summary

Essential

**Responsibilities**:

- Build and strengthen member relationships by greeting members in a courteous, professional manner providing superior member service and responding to their questions accurately and efficiently.
- Provide solutions to members' financial needs by understanding each individual’s financial situation.
- Ensure all member forms are complete with appropriate signatures, disclosures, and supporting documents and are properly scanned in the member’s file.
- Perform Notary Public duties adhering to New York State Notary requirements.
- Support the Credit Union’s financial mission and vision by delivering a consistent, professional approach that always exceeds the Credit Union’s Four Pillars.
- Suggest Credit Union products and services utilizing Ocean Financial Federal Credit Union’s preferred method of selling.
- Observe Credit Union guidelines, policies, and procedures to adhere to compliance regulations and security standards such as maintaining dual control and identifying fraudulent activity to prevent potential loss.
- Maintain up-to-date and comprehensive knowledge on all Credit Union products and services that are handled or promoted by Member Service Representatives.
- Assist with consumer loan production for branch by inputting loans into core system.
- Refer all inquiries related to mortgages, HELOCs, and other real estate loan products offered by the Credit Union to Lending Officers.
- Maintain all Credit Union members and employee related business in strictest confidence.
- Accommodate flexible work schedule to meet branch needs, including availability to work evenings and weekends.
- Provide Member Service Representative coverage to other branch locations as needed. - Perform other duties as assigned.

Education and/or Experience
- High school diploma required, and an Associate’s or Bachelor’s degree preferred.
- Two to five years’ related experience, and/or training or equivalent combination of education and experience are required.
- Must possess good communication skills.
- Knowledge of Spanish is preferred.

Certificates, Licenses, and/or Registrations
- New York State Notary Public License and Nationwide Multistate Licensing System (NMLS) Registration are required.

Computer Skills
- Microsoft Word and Excel proficiency required.

Ocean Financial Federal Credit Union is committed to creating a diverse environment and proud to be an equal opportunity employer.

**This is a full-time position that will require Friday evening and Saturday hours, as well as travel between Oceanside and Seaford branches as needed.**

**Ocean Financial is committed to creating a diverse environment and proud to be an equal opportunity employer.**

Pay: $23.91 - $25.84 per hour

**Benefits**:

- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- Banking Customer Service: 2 years (required)
- Spanish: 1 year (preferred)

Work Location: In person

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