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Member Service Representative
2 months ago
We are seeking a highly skilled and motivated Member Service Representative to join our team at Digital FCU. As a key member of our branch team, you will be responsible for providing exceptional customer service and support to our members.
Key Responsibilities- Identify and meet the financial needs of new and existing members by building strong relationships and providing personalized service.
- Develop and implement sales strategies to promote DCU products and services, and achieve assigned sales goals.
- Process loan requests, verify documents, and conduct loan closings in accordance with established guidelines.
- Provide accurate and timely processing of teller transactions, assist with end-of-day balancing, and maintain accurate records.
- Conduct audits of membership applications, account maintenance forms, and completed loan files to ensure compliance with DCU policies and procedures.
- Adhere to all DCU policies and procedures, including security compliance and risk management.
- Provide exceptional customer service and support to internal and external members, incorporating the Guiding Principles of DCU's culture.
- High school diploma or equivalent required.
- 1-3 years of related experience in a financial services or customer service role.
- Excellent verbal communication and interpersonal skills.
- Technical skills, including proficiency in Microsoft Office and ability to learn DCU systems.
- Bilingual skills a plus.
This role operates in a professional office environment, with occasional coverage in other business areas required.
Physical DemandsThis is a largely sedentary role, requiring regular standing, talking, hearing, and use of hands and fingers to handle objects, tools, or controls.
