Member Service Representative
1 week ago
**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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