Member Service Representative

4 months ago

Burlington, United States Truliant Federal Credit Union Full time

**Job Details**

**Member Service Representative - (1818)**

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Job Title Member Service Representative Job Description **Purpose of the Job**

The Member Service Representative is responsible for serving the financial needs of our member-owners accurately and efficiently, as well as providing information on basic deposit products and services. The Member Service Representative performs all traditional teller functions in a manner which aligns with the Credit Union's mission of enhancing our member-owners financial lives and becoming their preferred financial partner.

**Essential Functions and Responsibilities**

- Accurately and efficiently processes transactions for members to help them manage their finances. Resolves discrepancies within allotted time as required.

- Creates an environment where members feel welcome and rapport can be established.

- Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution.

- Engages members in conversation to learn about their most important financial needs and goals.

- Educates members on the various products and services available to meet their financial goals or refer them to the appropriate Specialist.

- Proactively assists member by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience.

- Utilizes member relationship tools to record interactions.

- Understands and individually contributes to the execution of the MFCs service and sales goals.

- Maintains integrity and confidentiality when handling members accounts.

- Ensures compliance with all internal controls and established policies and procedures. Follows all security and fraud prevention requirements in order to protect the Credit Union and members.

- Researches and resolves minor account issues.

- Demonstrates a willingness to adapt to changing business needs and deadlines.

- Appropriately uses cash machines, to include ATM and cash dispensers.

- Performs specialized tasks such as cash advances, official checks, foreign drafts, etc.

- Makes outbound service calls to member-owners

- Utilizes systems to set appointments for members and to log-in members for service.

**Other Duties and Responsibilities**

- Assists with other tasks and projects as assigned.

**Knowledge, Skills and Abilities**

* Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment

* Must have excellent communication skills in English, both verbal and written

* Strong interpersonal skills required

* Previous sales experience preferred

* Must have good arithmetic skills

* Must have advanced personal computer skills

* Must be detail oriented and well organized

* Must be able to work in a general office environment

* Must be flexible and able to shift resources and priorities as required

* Must be able to complete all assignments with minimal supervision

* Must have ability to work well under pressure in a goal oriented environment

* Must possess a strong commitment to providing excellent service to Truliants members

**Physical Requirements**

* Frequent standing, walking and bending required

* Must be able to sit for occasional periods of time and use a computer

* Must be able to moderately lift of move up to 5 pounds and occasionally lift or move up to 10 pounds

**Education and Background**

* High School Diploma or equivalent required

* A minimum of 1 year related experience in the retail industry or financial services preferred

****

Location Burlington - Burlington, NC 27215 US (Primary)

Category Customer Service Job Type Full-time

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