Member Services Representative
1 month ago
The Member Services Representative plays a vital role in providing exceptional service to BayPort Credit Union members. As a liaison between the member and the credit union, this position requires a professional and timely approach to greeting and welcoming members, providing information on membership eligibility, account types, loan products, and other services offered by the credit union.
Key Responsibilities- Member Service: Provide quality service to members, resolving problems with their accounts, interviewing loan applicants, processing loan requests, and responding to member requests in a timely and professional manner.
- Account Opening: Open new accounts for members, including loans, IRAs, and certificates, and complete the credit union onboarding process.
- Loan Processing: Process and maintain loan requests, provide detailed information on mortgage loan products, and educate members on credit union products and services that will benefit both parties.
- Problem Solving: Respond to member requests, problems, and concerns by problem-solving via email, phone, and/or written correspondence.
- Relationship Building: Cultivate and retain member relationships by providing quality service with a professional positive attitude.
- Knowledge: Knowledge of general credit union operational procedures, including cash handling, teller job-related duties, member services, and loan processes and procedures.
- Education: Education up to the equivalent of a four-year high school education.
- Experience: Previous teller experience or member service experience is required.
- Skills: Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.
BayPort Credit Union is an equal opportunity employer and maintains a drug-free workplace. We reserve the right to modify, add, or remove essential functions as business needs warrant.
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Member Services Representative
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