Member Services Representative
2 months ago
The primary objective of this role is to provide exceptional service to BayPort Credit Union members. As a liaison between the member and the credit union, you will be responsible for greeting and welcoming members in a professional and timely manner. Your duties will include providing information on membership eligibility, account types, loan products, and other services offered by the credit union. You will also be responsible for opening new accounts, resolving problems with members' accounts, interviewing loan applicants, processing loan requests, and responding to members' requests in a timely and professional manner.
Key Responsibilities:- Adhere to BayPort Credit Union's Core Values: Integrity, Be Bold, Communication, Diversity, Innovation, It's On Me, and One Team.
- Identify member needs and provide information on membership eligibility, account types, loan products, and other credit union services.
- Open new accounts, complete the credit union onboarding process, process and maintain loan requests, and provide detailed information on mortgage loan products.
- Respond to member requests, problems, and concerns by problem-solving via email, phone, and/or written correspondence.
- Educate members on credit union products and services that will benefit both parties by listening, anticipating member needs, and recommending appropriate product solutions.
- Cultivate and retain member relationships by providing quality service with a professional positive attitude.
- Knowledge of general credit union operational procedures, including cash handling, teller job-related duties, member services, and loan processes and procedures.
- Education up to the equivalent of a four-year high school education.
- Previous teller experience or member service experience is required.
- Accurate cash handling skills, ability to operate a PC, adding machine, credit card and check image equipment, calculator, and other job-related office equipment.
This job description is not an all-inclusive list of the responsibilities, skills, working conditions, or essential functions of this job. Management reserves the right to modify, add, or remove essential functions as business needs warrant. BayPort Credit Union is an EEO/AA employer and maintains a drug-free workplace. We reserve the right to perform pre-employment substance abuse testing.
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