Client Relations Representative

2 weeks ago

Saint Peters, Missouri, United States West Community Credit Union Full time
Job Title: Member Representative I

Department: Branch

Reports to: Branch Manager

Classification: Non-Exempt

Job Summary:

The Member Representative I plays a crucial role in delivering a wide range of teller and member service functions. This position is integral in assisting members with account management, digital services, and providing tailored financial solutions through the credit union's offerings.

Positions Supervised:
  • None
Duties/Responsibilities:
  • Evaluates and promotes suitable deposit, loan, and digital services by understanding members' financial requirements.
  • Possesses comprehensive knowledge of products and services, demonstrating problem-solving capabilities to address members' financial and digital inquiries.
  • Handles account modifications and maintenance.
  • Conducts teller transactions efficiently.
  • Manages the opening, closing, and maintenance of IRA/HSA accounts.
  • Consistently meets individual and organizational objectives while adhering to established service standards.
  • Ensures member inquiries are resolved courteously and promptly, with follow-up as necessary.
  • Upholds and enhances the professional image of the Credit Union while safeguarding member confidentiality.
  • Stays informed on credit union regulations, policies, and procedures.
  • Communicates significant activities and challenges to the supervisor.
  • Accurately and promptly completes required reports and documentation.
  • Actively promotes Credit Union services in a professional manner.
  • Performs related clerical tasks with precision.
  • Maintains a clean and organized workspace, ensuring compliance with the Clean Desk Policy.
  • Participates in meetings and training sessions as required.
Performance Measurements:
  • Member service functions are executed efficiently and accurately in line with established policies and security protocols.
  • Fosters positive business relationships with members, ensuring their concerns are addressed promptly.
  • Collaborates effectively with team members and management, providing necessary support as needed.
  • Ensures accuracy and timeliness in required reporting and documentation.
  • Works collaboratively to achieve production targets.
  • Maintains and promotes the Credit Union's professional reputation.
  • Ensures member inquiries are resolved with courtesy and efficiency.
Required Skills/Abilities:
  • In-depth knowledge of member services and products.
  • Basic understanding of credit union principles and operations.
  • Exceptional communication and member service skills.
  • Proficient in relevant computer software.
  • Strong attention to detail and effective time management.
  • Ability to work both independently and collaboratively.
  • Solid mathematical and bookkeeping skills.
Education and Experience:
  • High school diploma or equivalent experience.
  • One to three years of experience in a full-service financial institution.
Physical Requirements:
  • Finger Dexterity: Ability to perform small movements such as typing and handling small objects.
  • Talking: Frequent communication of detailed instructions or ideas.
  • Hearing: Ability to hear and understand normal conversations.
  • Repetitive Motion: Regular use of wrists, hands, and fingers.
  • Vision: Adequate visual acuity for document preparation and inspection.
  • Physical: Primarily sedentary work; occasional exertion of up to 10 lbs.
Employee signature below indicates the employee's understanding of the requirements, essential functions, and duties of the position.

  • Client Relations Specialist

    2 weeks ago

    Saint Charles, Missouri, United States Lushin Inc. Full time

    Job Title: Client Relations SpecialistLushin Inc, a consulting firm specializing in Sales and Sales Management, is looking for a Client Relations Specialist to enhance their operations. As an employee-owned organization, Lushin Inc. prioritizes teamwork, leadership, and meaningful contributions.Position Overview:Facilitate training and development sessions...

  • Client Support Specialist

    1 week ago

    Saint Peters, Missouri, United States TEKsystems Full time

    Job Title: Customer Service Representative Job Overview Are you someone who enjoys resolving issues and assisting others? If so, this role may be an excellent match for you. As a key point of contact for our clients, you will handle inquiries related to billing, payment processing, portal assistance, and general customer support. Key...

  • Client Relations Coordinator

    2 weeks ago

    Saint Joseph, Missouri, United States ApiTech Full time

    Customer Relations SpecialistJob Category: Customer Service Requisition Number: CUSTO003796Job Overview:The Customer Relations Specialist is tasked with fostering and maintaining customer engagement between clients and the organization, including sales teams, operational staff, and engineering departments. This role involves processing inquiries and...

  • Insurance Business Development Representative

    6 days ago

    Saint Peters, Missouri, United States Allstate - EJC Insurance Experts Inc Full time

    Job OverviewWe are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Allstate - EJC Insurance Experts Inc. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with clients, providing personalized insurance solutions, and driving business growth.Key...

  • Client Loyalty Representative

    1 week ago

    Saint Peters, Missouri, United States CarShield Full time

    About Us: Recognized as a premier workplace by Glassdoor and the St. Louis Business Journal, CarShield is a dynamic and expanding organization eager to welcome exceptional talent to our team. We are in search of motivated, results-driven individuals who approach each day with enthusiasm and a commitment to a "Customer First" philosophy, thriving in a...

  • Client Relations Specialist

    2 days ago

    Saint Charles, Missouri, United States Autobahn Car Wash & Detail Full time

    Position OverviewAre you ready to enhance customer satisfaction while earning tips? We are currently seeking dedicated individuals for the role of Client Relations Specialist.Key Benefits:Flexible Working HoursOpportunity to Earn Cash TipsComplimentary Vehicle Detailing TrainingAdvancement Opportunities AvailableAs a Client Relations Specialist, you will be...

  • Client Insurance Advisor

    2 weeks ago

    Saint Peters, Missouri, United States Allstate - EJC Insurance Experts Inc Full time

    Job OverviewJoin Allstate - EJC Insurance Experts Inc, a prominent insurance agency committed to delivering exceptional service and fostering strong client connections. We pride ourselves on our community involvement and our dedication to making a positive difference through our work.We are seeking an enthusiastic individual to become part of our team as an...

  • Client Service Associate

    1 week ago

    Saint Peters, Missouri, United States Gateway Metro Credit Union Full time

    Job TypeFull-timePosition OverviewThe ideal Client Service Associate will cultivate and sustain robust connections with members and colleagues while executing standard teller operations. This role encompasses receiving and processing membership applications, checking and loan requests, and establishing new services for members. Additionally, the...

  • Client Services Associate

    1 week ago

    Saint Peters, Missouri, United States Gateway Metro Credit Union Full time

    Job TypeFull-timePosition OverviewThe ideal Client Services Associate will cultivate and uphold robust connections with members and colleagues while executing standard teller operations. This role involves processing memberships, handling checking and loan applications, and establishing new services for members. Additionally, the representative will identify...

  • Client Service Associate

    2 weeks ago

    Saint Peters, Missouri, United States Gateway Metro Credit Union Full time

    Job TypeFull-timePosition OverviewThe ideal Client Service Associate will foster and sustain robust connections with members and colleagues while executing standard teller operations. This role encompasses receiving and processing membership applications, checking and loan requests, and initiating new services for members. Additionally, the representative...

  • Client Support Specialist

    2 weeks ago

    Saint Peters, Missouri, United States UASA Full time

    Reclaim Your Evenings and WeekendsUASA is a thriving Appliance Service organization seeking enthusiastic and professional customer service/dispatch representatives. We are looking for individuals who are interested in a full-time position, working Monday through Friday, from 8 a.m. to 5 p.m., with no night or weekend shifts.Position Type: Full-timeIdeal...

  • Client Support Specialist

    2 weeks ago

    Saint Peters, Missouri, United States Volt Full time

    Company Overview:Volt is a leading provider of innovative workforce solutions, dedicated to delivering exceptional service and support to our clients.Position Summary:We are currently seeking a Warranty Claims Specialist to join our dynamic team. This is a full-time contract position where you will play a crucial role in ensuring customer satisfaction...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you seeking a role that offers growth potential, comprehensive benefits, and the chance to make a meaningful impact within a community-focused organization? If you excel in organization and possess the ability to prioritize effectively, the position of Customer Relations Specialist may be ideal for you. This role is integral to a collaborative,...

  • Customer Service Representative

    1 day ago

    Saint Peters, Missouri, United States Innova Solutions Full time

    Job SummaryInnova Solutions is seeking a highly skilled Customer Service Representative to join our team. As a Warranty Claims Specialist, you will be responsible for resolving customer complaints and inquiries in a timely and professional manner.Key ResponsibilitiesResolve Customer Complaints: Respond to customer inquiries and resolve complaints in a fair...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you seeking a role that offers growth potential, comprehensive benefits, and the chance to make a meaningful impact within a community-focused organization? If you excel in teamwork and possess strong organizational abilities, the position of Customer Relations Specialist may be ideal for you. This role is integral to a person-centered integrated care...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you seeking a role that offers opportunities for professional growth, excellent benefits, and a chance to contribute to a meaningful, community-focused mission? If you possess strong organizational skills and the ability to prioritize effectively, the position of Customer Relations Specialist may be the ideal fit for you. This role is integral to a...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you looking for a role that offers growth opportunities, excellent benefits, and a chance to contribute to a meaningful mission? If you are a collaborative individual with strong organizational abilities and the capacity to manage priorities effectively, the Customer Relations Specialist position may be ideal for you. This role is integral to a...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you seeking a role that offers opportunities for professional growth, excellent benefits, and a chance to make a meaningful impact in the community? If you possess strong organizational skills and thrive in a collaborative environment, the Customer Relations Specialist position could be the ideal fit for you. This role is integral to a patient-centered...

  • Client Relations Coordinator

    2 weeks ago

    Saint Charles, Missouri, United States Compass Health Network Full time

    Are you seeking a role that offers opportunities for advancement, excellent benefits, and a chance to make a meaningful impact within a community-focused organization? If you possess strong organizational skills and the ability to manage multiple priorities, the position of Customer Relations Specialist may be ideal for you. This role is integral to a...

  • Client Relations Specialist

    2 weeks ago

    Saint Ann, Missouri, United States Waterway Carwash Full time

    Position Overview: Waterway Carwash is seeking dedicated Customer Service Representatives to join our team. In this role, you will deliver exceptional service to our clientele, ensuring that their needs are recognized and fulfilled during their visit. You will enjoy a supportive work atmosphere that emphasizes flexibility, career advancement, and various...