Member Service Representative

3 weeks ago

Alexandria, United States CommonWealth One Federal Credit Union Full time
Position Summary

The Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all credit union services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the member's specific needs.

The Member Service Representative may be assigned to float to another branch to provide coverage.

All Retail Sales staff must fully understand credit union products and services and be able to assist members to use these products and services. The MSR is expected to demonstrate assigned core competencies and meet assigned goals.

Responsibilities
•Greet and welcome members to the credit union in a courteous, professional and timely manner, providing prompt accurate, and efficient member transactions.
•Provide product and service information to existing members and prospective members. Anticipate and recognize member issues, complaints, or problems, and facilitate the resolution of these issues.
•Open new accounts. Process stop payment requests, payroll deduction, ATM pin changes, requests for new products and services, and various other requests.
•Process loan requests. Originate loan applications. Disburse approved loans.
•Identify cross-sell opportunities and cross-sell products and services to members. Distribute information brochures and disclosures. Assist in meeting sales, membership, and promotional goals for the branch. Assist in meeting First Mortgage & Investment referrals.
•Conduct outbound calling to follow up on new member accounts and/or acquire new member loan business.
•Ensures compliance with all applicable federal regulations, including the Bank Secrecy Act, Security, OFAC, and the SAFE Act.
•Complete required training when assigned.

Performance Expectations
•Meet assigned goals. Recommend credit union product and service solutions to members that will help our members' financial life to be better.
•Perform functions efficiently, effectively, accurately, and in accordance with established policies, standards, and security procedures. Adhere to and uphold all written policies and procedures of the credit union, including BSA/CIP and OFAC monitoring and reporting, security operation, and personnel policies.
•Reports and records are accurate, complete, and timely.
•Cooperative and positive attitude towards members and credit union employees.
•Supervisors are appropriately informed of branch activities.
•The credit union's professional reputation is maintained and conveyed. Professional appearance and demeanor are maintained.
•Dependable record of attendance and timeliness.
•Demonstrate the credit union's Core Values and Cultural Beliefs.

Education & Experience
•At least 1 year of sales and service experience in a financial institution.
•Some college education, preferred
•Previous cash handling experience
•Lending experience, preferred
•Basic math and computation.
•Knowledge of credit union and/ or banking products and services.

Skills & Abilities
•Consistent excellent customer service skills.
•Strong written, verbal, and interpersonal communication skills.
•Problem-solving and conflict resolution capabilities.
•PC skills (including Microsoft Office and banking platforms).
•Ability to handle multiple tasks with attention to detail

Other Pertinent Information
•Regular and satisfactory attendance required.
•Must maintain an acceptable personal credit history and be bondable.

Summary of Physical Demands:

While performing the responsibilities of the job, the employee is required to convey detailed or important instructions and ideas accurately, audibly and quickly; hear average or normal conversations and receive ordinary information; use hands to perform such tasks a computer typing, file maintenance, using telephones, ten key adding machines and related office equipment; regular and frequent movement requiring use of hands, writes, arms, fingers; visual acuity required to prepare, read, and inspect documents and interpret information on a PC screen. This is primarily sedentary office work with occasional physical activity requiring lifting of small boxes/files. Ability to sit for long periods.

  • Member Service Representative

    2 weeks ago

    Alexandria, United States CommonWealth One Federal Credit Union Full time

    Position Summary The Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all credit union services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the member's specific needs. The...

  • Member Service Representative

    2 weeks ago

    Alexandria, United States CommonWealth One FCU Full time

    Job DescriptionJob DescriptionPosition SummaryThe Member Service Representative delivers exceptional member service and will perform a variety of sales and service functions such as providing information on all credit union services, processing transactions, and effectively engaging members in consultative cross-selling of products and services that meet the...

  • Member Service Representative

    3 days ago

    Alexandria, United States United States Senate Federal Credit Union Full time

    Job DescriptionJob DescriptionMission: In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.Culture Competencies: S.T.R.I.V.EMaintains our members' and employees' trust by safeguarding their...

  • Member Service Representative I

    5 days ago

    Alexandria, United States State Department Federal Credit Union Full time

    Recognized by the city of Alexandria as a Gold Employer, State Department Federal Credit Union is committed to providing the very best in opportunity and professional development. Headquartered in Alexandria, Virginia with assets exceeding $1 billion dollars, we recognize that our people make it happen. We are dedicated to attracting and retaining top talent...

  • Senior Member Service Representative

    3 days ago

    Alexandria, United States United States Senate Federal Credit Union Full time

    Job DescriptionJob DescriptionMission: In the Senate Community tradition of service, we strive to improve the financial wellness of our members throughout all stages of life by integrating sustainability and security into every financial solution.Culture Competencies: S.T.R.I.V.EMaintains our members' and employees' trust by safeguarding their...

  • Member Solutions Representative

    1 week ago

    Alexandria, United States Spectra Credit Union Full time

    Job Title - Member Solutions Representative Company - Spectra Credit Union Location-Alexandria VA Are you ready to take your career to the next level by working with a spectacular company? Position Overview The Member Solutions Representative will perform collection activities for delinquent loan accounts to resolve credit union delinquency. What...

  • Member Solutions Representative

    6 days ago

    Alexandria, United States Spectra Credit Union Full time

    Job DescriptionJob DescriptionJob Title- Member Solutions RepresentativeCompany- Spectra Credit Union Location-Alexandria VAAre you ready to take your career to the next level by working with a spectacular company?Position OverviewThe Member Solutions Representative will perform collection activities for delinquent loan accounts to resolve credit union...

  • Member Solutions Representative

    1 week ago

    Alexandria, United States Spectra Credit Union Full time

    Job DescriptionJob DescriptionJob Title- Member Solutions RepresentativeCompany- Spectra Credit Union Location-Alexandria VAAre you ready to take your career to the next level by working with a spectacular company?Position OverviewThe Member Solutions Representative will perform collection activities for delinquent loan accounts to resolve credit union...

  • Customer Service Representative

    3 days ago

    Alexandria, United States Sharon Eddy - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a part time (mornings) Customer Service Representative - State Farm Agent Team Member with Sharon Eddy - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to...

  • Customer Service Representative

    3 days ago

    Alexandria, United States Adnan Nafa - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewSuccessful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer...

  • Customer Service Representative

    1 week ago

    Alexandria, United States Player One Marketing Full time

    _**IMMEDIATE LEVEL-UP ALERT!**_ Our company focuses on representing both local and national organizations. As a Customer Service Representative, you will play a pivotal role in engaging with our community, addressing inquiries, and navigating challenges with a solution-oriented approach. - **Responsibilities of a Customer Service Representative**:_ - Act as...

  • Client Service Representative

    4 weeks ago

    Alexandria, United States VCA Animal Hospitals, Inc. Full time

    VCA Old Town Animal Hospital, in Alexandria, VA is seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal Client Service, Representative, Service, Animal Care, Retail, Client

  • Account Service Representative

    3 days ago

    Alexandria, United States Virginia Linen Service Inc Full time

    Job DescriptionJob DescriptionGreat opportunity with growing, successful regional family owned and professionally managed hospitality company, serving customers since 1934. We are seeking an enthusiastic person to provide exceptional service to a specific group of hospitality customers. Responsibilities include all communication, service coordination,...

  • Customer Service Representative

    2 weeks ago

    Alexandria, United States Edge Concepts Full time

    This position will be performed at our g office location in Falls Church, VA! Candidates local to the area are encouraged to apply! The Customer Service Representative is an essential part of Edge Concept's Customer Service and Sales team. The primary goal of the Customer Service Representative is to consistently provide a high level of support and...

  • Customer Service Representative

    4 days ago

    Alexandria, United States Million Air Full time

    Job DescriptionJob DescriptionOur motto, "We are Ladies and Gentlemen, serving Ladies and Gentlemen", is evident in every interaction with our customers, co-workers, and team mates. We strive to find the best and brightest talent for each position within our organization, enabling the unique qualities of each individual to shine and compliment the entire...

  • Patient Service Representative

    5 days ago

    Alexandria, United States Dental Care Alliance Full time

    Overview We are looking for a Patient Service Representative in Alexandria, Virginia to join our clinical team by providing a high level of patient service and satisfaction while operating in a team-based environment. This person will be a support person to all of the staff members and patients in his/her office.  They will answer phones, handle patient...

  • Customer Service Representative

    2 weeks ago

    Alexandria, United States Manpower Full time

    Our client, is seeking a great Customer Service Representative to join their team! As a Customer Service Representative you will be part of the Customer Service Team, supporting Sales and Clients.The ideal candidate will have expertise in either power transmission, hose, or belt product lines. Job Title: Customer Service RepresentativeLocation: Alexandria,...

  • Client Service Representative

    4 weeks ago

    Alexandria, United States VCA Animal Hospitals, Inc. Full time

    JOIN OUR FAMILY! Are you looking to be a part of a hospital team that feels like family, while having the support and resources to push your career forward? If so, we would love to connect with you! VCA Alexandria Animal Hospital is seeking a Client Client Service, Representative, Service, Animal Care, Retail, Client

  • Customer Service Representative

    4 days ago

    Alexandria, Indiana, United States U-Haul Full time

    Location:6910 Richmond Hwy, Alexandria, Virginia 22306 United States of AmericaAre you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Representative. As a Customer Service Representative, you will work as part of a supportive team to be the face of U-Haul company's...

  • Member Service Consultant

    1 month ago

    Alexandria, United States Spectra Credit Union Full time

    Job DescriptionJob DescriptionJob Title- Member Service ConsultantCompany- Spectra Credit Union Location-Alexandria, VAAre you ready to take your career to the next level by working with a spectacular company?Position OverviewThe Member Service Consultant will provide accurate, quality, timely, professional, confidential, and practical assistance in the...