Member Service Representative

1 month ago

Fort Lauderdale, United States Tropical Financial Credit Union Full time
Description

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading

Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for SEVEN years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike.

This position is responsible for assisting members and potential members with their financial needs, opening new accounts, processing account transactions, resolving problems, and providing account information and cross-selling services and products to meet the member's needs. Positively and professionally represent the organization in Seg and/or PC events. Perform clerical and / or administrative duties and provide backup support to other staff within the branch as needed. This is a high visibility/high member contact position, thus providing world-class service is essential.

JOB SPECIFIC DUTIES:
  • Greet and welcome members and visitors to the credit union in a courteous, professional and timely manner.
  • Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
  • Open all accounts, certificates, loans, and other credit union products or services accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner.
  • Promote, describe, and actively cross-sell credit union products and services based on member needs that are obtained from member interviews and/or review of member's account.
  • Achieve personal referral goals by developing relationships with current and prospect members utilizing the fundamentals of sales and profiling skills. Actively participate in Sales Promotions and campaigns including telemarketing/outbound calls for sales and services to members and non-members as per their financial needs.
  • Serve as a liaison and contact for the credit unions existing SEGs and/or Partner Companies and maintain all facets of the relationship. Assist branches with formal presentations at SEGs and/or Partner Companies to introduce the credit union to employees; answer questions and provide a resource that encourages participation.
  • Function as a teller on an as-needed basis, filling in for peak schedules or for an absence or shortage on the teller line.
  • Process member transactions to include deposits, withdrawals, and transfers, check cashing, traveler's checks, account verification, etc.
  • Assist with handling cash dispensers, ordering cash, balancing, researching discrepancies, etc.
  • Complete Currency Transaction Report's (CTR) and Suspicious Activity Reports (SAR) and other regulatory compliance documentation as required.
  • Provide primary or backup duty on a number of functions to include ordering checks, stop payment processing, ordering, PIN or closing out of Debit Cards and Debit/ATM disputes/fraud claims processing.
  • May serve as a Notary Public on behalf of the credit union.
  • Ensure that the manager is kept fully informed on any issues of importance in the operations of the credit union.
  • Alert branch management of any suspicious activity regarding transactions including forgery, theft, fraud, kiting, etc.
  • BSA Compliance - every employee is required to uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
  • In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
  • Maintain an up-to-date and comprehensive knowledge on all credit union products and services, State and Federal regulations that are applicable to the transactions and member interactions.
  • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending, and Credit Card Act.
  • Comply with all TFCU policies and procedures to ensure compliance with such regulations.
  • Ensures that work area and equipment is clean, secure and well maintained in accordance with Credit Union policies and procedures.
  • Performs other duties as required with or without accommodation.
We offer Excellent Benefits such as:
  • Medical, Rx, Dental, and Vision Insurance
  • Retirement Profit Sharing 401K Plan
  • Accident, Cancer and Hospital Indemnity Plan
  • Prepaid Legal
  • Voluntary Life Insurance
  • Pet Discount Program
  • Paid Time Off/ 11 Paid Holidays
  • Tuition Reimbursement/Student Loan Paydown Program
  • And so much more
Requirements

Education and/or Experience
  • High School Diploma or general education equivalent.
  • A minimum of 3 years financial services teller experience or 5 years cash handling and customer service experience.
  • Strong Knowledge of Credit Union product offerings, as well as all services, provided preferred.
  • Basic working knowledge of computers (MS Office, Outlook, Word and Excel)
  • Proficient with written and oral communication skills.
  • Written skills to include email etiquette.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • An individual in this position is required to interact regularly with all credit union members, shared services members, employees, and external insurance vendors; therefore outstanding interpersonal skills are a must.
  • Ability to read and interpret documents such as procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively with members or employees of the organization.
  • Ability to add, subtract, multiple and divide, using whole numbers, common fractions, and decimals.
  • Ability to apply good business sense understanding to carry out detailed written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations
  • Ability to meet deadlines in an organized and timely fashion.
  • Ability to work independently, with minimal supervision at times.
  • Ability display initiative and flexibility
  • Willingness to adhere to organizational policies and objectives;
  • Participate in team work, as well as, the willingness and ability to learn new tasks and duties within a changing and work in a high volume, fast-paced work environment.
  • Ability to ensure minimal to no errors are made while handling their job functions.
  • Ability to mitigate fraud and adhere closely to security standards of operation.
  • Ability to demonstrate critical thinking skills

  • Member Services Representative

    3 weeks ago

    Fort Lauderdale, United States Centers Plan for Healthy Living Full time

    Member Services Representative 6300 NW 5th Way, Fort Lauderdale, FL 33309, USA Req #182 Friday, August 23, 2024 Opportunity Summary: Fulfills member needs and sends correspondences to ensure member satisfaction. Has knowledge of commonly-used concepts, practices, and procedures. Has knowledge of all LOBs, scripts, and workflows- or is able to obtain...

  • Member Services Representative

    4 days ago

    Fort Lauderdale, United States Centers Plan for Healthy Living Full time

    Member Services Representative 6300 NW 5th Way, Fort Lauderdale, FL 33309, USA Req #182 Monday, September 9, 2024 Opportunity Summary: Fulfills member needs and sends correspondences to ensure member satisfaction. Has knowledge of commonly-used concepts, practices, and procedures. Has knowledge of all LOBs, scripts, and workflows- or is able to obtain...

  • Member Service Representative

    1 week ago

    Fort Collins, Colorado, United States Security Service Federal Credit Union Full time

    Position Overview:As a Member Service Representative, you will be the initial point of contact for our members, embodying the values and mission of the credit union. Your role will involve mastering and advocating for Security Service products and services, assisting our members in achieving their financial aspirations. You will foster and maintain enduring...

  • Customer Service Representative

    4 days ago

    Fort Lauderdale, Florida, United States Banyan Air Service Full time

    Job DescriptionBanyan Air Services is seeking a highly skilled Customer Relations Specialist to join our team. As a key member of our aviation support team, you will be responsible for providing exceptional customer service to our traveling customers, passengers, and crew members.Key Responsibilities:Provide daily support to customers, including fuel orders,...

  • Customer Service Representatives

    3 months ago

    Fort Lauderdale, United States Innovating Great Minds Inc Full time

    Job DescriptionJob DescriptionOur firm is an outreach organization sponsored by some of the most prestigious and nationally recognized clients. We are one of the fastest growing outreach programs in our area with a network impacting thousands of individuals nationwide.Our team shapes our company and connect us to our communities.Our teams are our greatest...

  • Member Service Representative

    2 weeks ago

    Fort Collins, Colorado, United States Security Service Federal Credit Union Full time

    Key Responsibilities:As a vital member of Security Service Federal Credit Union, you will contribute to our mission of becoming the premier credit union in America by enhancing the lives of our members through valuable financial solutions and exceptional service. Your expertise in cash handling and member services will be crucial in maintaining a...

  • Member Service Representative

    2 days ago

    Fort Smith, Arkansas, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Representative to join our team at Wal-Mart Stores, Inc. in Fort Smith, AR. As a Member Service Representative, you will be responsible for providing exceptional customer service, ensuring a positive shopping experience for our members, and maintaining a clean and organized store...

  • Member Service Rep

    3 months ago

    Fort Lauderdale, United States BrightStar Credit Union Full time

    Job DescriptionJob DescriptionAbout BrightStar Credit Union, we are committed to creating a diverse work environment where everyone can succeed and feel a sense of belonging. We are dedicated to empowering the careers of our employees and helping them reach their full potential. Our work environment is fun, fast-paced, and service-oriented. We offer a...

  • Customer Service Representative

    3 months ago

    Fort Lauderdale, United States Infinity Managment Group Full time

    Are you looking for a rewarding challenge? We're seeking a Customer Service Representative to join our reputable team! Our Customer Service Representatives strive to make a difference in the Deerfield Beachcommunity and are eager to shape the future. We have the privilege of working with telecommunication clients that grant access to affordable wireless...

  • Customer Service Representative

    3 weeks ago

    Fort Lauderdale, United States Infinity Managment Group Full time $49,000 - $59,000

    Job DescriptionJob DescriptionAre you looking for a rewarding challenge? We’re seeking a Customer Service Representative to join our reputable team! Our Customer Service Representatives strive to make a difference in the Deerfield Beach community and are eager to shape the future. We have the privilege of working with telecommunication clients that grant...

  • Customer Service Representative

    4 weeks ago

    Fort Lauderdale, United States Infinity Managment Group Full time $49,000 - $59,000

    Job DescriptionJob DescriptionAre you looking for a rewarding challenge? We’re seeking a Customer Service Representative to join our reputable team! Our Customer Service Representatives strive to make a difference in the Deerfield Beach community and are eager to shape the future. We have the privilege of working with telecommunication clients that grant...

  • Member Service Rep

    2 months ago

    Fort Lauderdale, United States BrightStar Credit Union Full time

    Job DescriptionJob DescriptionAbout BrightStar Credit Union, we are committed to creating a diverse work environment where everyone has an opportunity to succeed and feel a sense of belonging. We are dedicated to empowering the careers of our employees and helping them reach their full potential. Our work environment is fun, fast-paced, and service-oriented....

  • Service Representative

    4 days ago

    Fort Lauderdale, United States Kelly Services Full time

    Think the best job opportunities are far away? Think again. Great opportunities are right here in your backyard. Kelly® is looking for a Customer Service Representative to work at Stryker in Weston, FL. Let us help you grow at work and discover the next step in your career, all while being a vital part of your community. Payrate: $21.00 per hour Schedule:...

  • Member Services Representative

    1 month ago

    Fort Worth, United States Absolute Recomp Full time

    Job DescriptionJob DescriptionBenefits:Employee discountsFlexible scheduleOpportunity for advancement Absolute Recomp is looking for a highly motivated member services representative who is passionate about helping people in the fitness industry. We are offering an entry-level overnight position that offers immediate incentive eligibility. Selling experience...

  • Customer Service Representative

    1 day ago

    Fort Lauderdale, Florida, United States Centers Plan for Healthy Living Full time

    Job Summary:The Member Services Representative is a key member of the Centers Plan for Healthy Living team, responsible for delivering exceptional customer service to our members. This role requires a strong focus on meeting member needs, ensuring satisfaction, and maintaining a high level of knowledge about our products and services.Key Responsibilities:•...

  • Customer Service Representative

    3 days ago

    Fort Lauderdale, Florida, United States Centers Plan for Healthy Living Full time

    Job Summary:The Member Services Representative is a key member of the Centers Plan for Healthy Living team, responsible for delivering exceptional customer service to our members. This role requires a strong focus on meeting member needs, ensuring satisfaction, and maintaining a high level of knowledge about our products and services.Key Responsibilities:•...

  • Member Services Representative

    1 day ago

    Fort Worth, Texas, United States Pyramid Consulting, Inc Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Member Services Representative to join our team at Pyramid Consulting, Inc. As a key member of our Mortgage Department, you will be responsible for ensuring the smooth operation of our loan processing and closing activities.Key ResponsibilitiesLoan Quality Initiative: Prepare and review loan...

  • Member Service Representative

    2 weeks ago

    Fort Washington, United States TruMark Financial Full time

    TRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative- Fort Washington Branch Department: Branch Operations Reports To: Branch Manager FLSA Status: Non-Exempt Traveling required to local locations. Position Summary: Effectively educates and uncovers member needs while delivering extraordinary member service to both...

  • Member Service Representative

    3 days ago

    Fort Walton Beach, Florida, United States Sam's Club Full time

    Job Summary:We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Sam's Club. As a Member Service Representative, you will be responsible for providing exceptional member service, ensuring a positive shopping experience, and maintaining a clean and organized sales floor.Key Responsibilities:Provide member...

  • Member Service Representative

    3 months ago

    Fort Wayne, United States Fire Police City County FCU Full time

    Job DescriptionJob DescriptionDescription:Fire Police City County Federal Credit Union is a not-for-profit, member-owned financial institution. Our goal is to provide quality financial and information services to our members.Benefits – The Credit Union offers full-time employees, medical, dental, vision, short and long-term disability, PTO, paid holidays,...