Member Service Representative

1 week ago


Greensboro, United States Truliant Federal Credit Union Full time

**Job Summary**

Truliant Federal Credit Union is seeking a highly skilled Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing exceptional service to our members, answering their financial questions, and helping them achieve their financial goals.

**Key Responsibilities**

• Accurately and efficiently process transactions for members to help them manage their finances.

• Resolve discrepancies within allotted time as required.

• Create an environment where members feel welcome and rapport can be established.

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

• Engage members in conversation to learn about their most important financial needs and goals.

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

• Proactively assist members by finding ways to make financial services more convenient for them.

• Utilize member relationship tools to record interactions.

• Understand and individually contribute to the execution of the MFCs service and sales goals.

• Maintain integrity and confidentiality when handling members' accounts.

• Ensure compliance with all internal controls and established policies and procedures.

• Follow all security and fraud prevention requirements in order to protect the Credit Union and members.

• Research and resolve minor account issues.

• Demonstrate a willingness to adapt to changing business needs and deadlines.

• Appropriately use cash machines, to include ATM and cash dispensers.

• Perform specialized tasks such as cash advances, official checks, foreign drafts, etc.

• Make outbound service calls to member-owners.

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

**Requirements**

• Must have a 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 the ability to work well under pressure in a goal-oriented environment.

• Must possess a strong commitment to providing excellent service to Truliant's 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 or 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.



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