Member Service Representative

4 weeks ago

Plymouth, United States Rockland Federal Credit Union Full time

Summary:

As a Member Service Representative, you'll play a pivotal role in our branch operations. From setting up new IRA accounts to assisting loan applicants and opening various account types, your responsibilities will be varied and rewarding.

Duties:

  • Provides members with information on all product/service offerings.
  • Opens new accounts and seeks opportunities to cross-sell other products. Assists members with problem resolution or account questions.
  • Maintains a cash drawer and works as a teller when needed.
  • Processes account changes of title and lost passbook claims.
  • Places appropriate holds on accounts.
  • Processes changes of address and accurately enters new members into computer system.
  • Interviews and advises loan applicants relative to their needs and qualifications.
  • Prepares loan documents and closes loans according to established guidelines after approval.
  • Provides rates and repayment schedules on all types of loans.
  • Establishes new IRAs including rollovers and transfer letters.
  • Processes contributions and distributions.


A complete job description is available upon request.

Requirements:

At least two (2) years of experience within the financial services industry with previous supervisory/leadership experience. Demonstrated sales skills and ability to promote a sales environment. Strong accuracy and attention-to-detail. Positive/professional approach with strong communication skills. Demonstrated ability to use sound judgment and solve problems. Strong proficiency with systems and software packages, including Microsoft Office. Work schedule flexibility is required.

Rockland Federal Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability

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