Member Service Representative
2 weeks ago
We are seeking a highly skilled and customer-focused Member Service Representative to join our team at SRP Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, promoting our products and services, and ensuring a positive member experience.
Key Responsibilities- Represent the Credit Union in a professional and courteous manner to members and potential members.
- Act as a primary source of product information for member and staff inquiries.
- Fully comply with all SRP Credit Union policies, procedures, guidelines, and service standards, including but not limited to the Bank Secrecy Act, the Patriot Act, and OFAC Policies.
- Responsible for offering Credit Union products and services, promoting them using a member benefit-based approach to aid members in obtaining their financial goals.
- Gather all necessary information to process memberships, business memberships, and complete maintenance on deposit accounts, providing accurate and complete documentation required for each account in accordance with established policies and procedures.
- Provide Notary Services for members, successfully meet or exceed sales and service goals set by management, and assist members with fraud, discrepancies, or any questions pertaining to their accounts.
- May be assigned other tasks by appropriate line supervision.
- Ability to work with a team and/or independently.
- Organized.
- Ability to Multi-Task.
- Technical/Computer Skills/Experience.
- Self-Motivated.
- Professional Verbal and Written Communication Skills.
- Authentic People Skills (friendly, approachable).
- Detail and Goal Oriented.
- Ability to Work in a Fast-Paced Environment.
- Relationship Skills.
- Active Listener.
- Adaptable.
- Problem-Solving Skills.
This is largely an active role, requiring use of typical office equipment such as a computer, printer, and vaults. Requires sitting for long hours and/or standing for long hours, some lifting under 50 lbs, and most work is completed in an office environment. Walking around the branch and addressing employees and members is required.
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