Member Experience Representative

6 days ago


Lynchburg, United States Virginia Credit Union Full time
Job Summary

The Member Experience Representative plays a vital role in providing exceptional service to our members at the retail center. This position requires a high level of professionalism, integrity, and accuracy in assisting members while adhering to established security safeguards and credit union policies.

Key Responsibilities
  • Process transactions and maintain a balanced cash drawer
  • Process new account openings and applications for member and business share accounts
  • Process Individual Retirement Account (IRA) and special account transactions and applications
  • Process consumer and home equity loans applications, reviewing credit reports and gathering necessary documentation
  • Establish and maintain cooperative relationships with internal and external members, providing friendly and professional assistance
  • Guide members with confidence, knowledge, and accuracy, utilizing The Member Advantage (TMA) to communicate and discuss member needs
  • Analyze and resolve problems and discrepancies related to members' financial relationships
  • Address member concerns and take appropriate action to resolve
  • Manage time efficiently and take initiative within the retail center, seeking opportunities to develop and enhance knowledge of internal operating systems, products, and services
  • Actively participate in Credit Union initiatives, promotions, and assigned goals
  • Support and assist other retail center locations, with the possibility of working at different locations as business needs dictate
Requirements
  • High school diploma or equivalent
  • One year job-related experience, with one year sales experience preferred
  • Demonstrated skills in problem-solving and customer service, with a current working knowledge of computers and software programs
  • Ability to identify and evaluate issues and reach sound conclusions in a proactive manner, with effective written and verbal communication


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