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 Services Representative

    3 days ago

    Alexandria, United States American Counseling Association Full time

    Description: The American Counseling Association (ACA) is the world’s largest organization representing professional counselors in various practice settings. Our vision: We are the preeminent advocate and resource for professional counselors and their clients in a world where everyone has access to mental health services. Our mission: Advancing mental...

  • 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

    3 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

    2 days 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 Services Representative

    9 hours ago

    Alexandria, United States American Counseling Association Full time

    Job Type Full-time Description The American Counseling Association (ACA) is the world's largest organization representing professional counselors in various practice settings. Our vision: We are the preeminent advocate and resource for professional counselors and their clients in a world where everyone has access to mental health services. Our mission:...

  • Member Service Representative

    1 day ago

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

    Shift: Mon,Tue,Wed,Thu,Fri **Mission**: 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.E** - Maintains our members’ and employees’ trust by safeguarding their...

  • Member Service Representative

    1 week 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

    1 day 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 II

    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 $2.8 billion dollars, we recognize that our people make it happen. We are dedicated to attracting and retaining top...

  • Member Service Representative I

    2 weeks 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

    1 week 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

    2 weeks 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 Services Representative

    3 days ago

    Alexandria, United States Signature Federal Credit Union Full time

    **Summary**: **Responsibilities**: - Answers Member Services queue calls and assists members with Share, Loan, Mortgage and Visa related products and services and basic IRA questions, including chapter accounts' inquiries, open/close of Certificate of Deposits, account/share closure requests, process transfer/ACH/wire requests, check orders, and check...

  • Member Solutions Representative

    2 weeks 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

    2 weeks 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 Service Representative

    2 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...

  • Customer Service Representative

    1 week 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

    1 week 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

    2 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

    5 days ago

    Alexandria, United States Robert Half Full time

    We are offering a contract to hire employment opportunity for a Customer Service Representative in Alexandria, Virginia. This role will primarily focus on providing basic tech support and triaging inbound calls in a fast-paced environment. The chosen candidate will be expected to listen to client issues, use application programming interfaces to determine...