Member Service Representative

5 days ago


Mount Pleasant, Michigan, United States Isabella Community Credit Union Full time
Job Title: Member Service Representative

At Isabella Community Credit Union, we are seeking a highly skilled and customer-focused Member Service Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional service to our members, handling financial transactions, and promoting our products and services.

Key Responsibilities:
  • Assist members with opening and closing accounts, processing transactions, and addressing their concerns and complaints.
  • Identify opportunities to cross-sell additional products or services to members.
  • Provide information about our products and services to members via telephone or in person.
  • Maintain accurate member account information on our computer system and prepare required reports for management.
  • Act as a liaison between members and various departments.
Performance Measurements:
  • Provide informed, prompt, and accurate service to all members and associates.
  • Open all accounts, certificates of deposit, and other Credit Union products or services in accordance with federal regulations.
  • Carry out assigned duties and responsibilities with minimal errors.
  • Actively cross-sell products and services to members to achieve or exceed established individual goals and branch sales goals.
  • Troubleshoot and resolve member and internal inquiries in a timely and accurate manner.
Requirements:
  • One month to twelve months of similar or related experience.
  • A high school education or GED.
  • Working knowledge of principles and processes for providing member and personal services.
  • Ability to work in a fast-paced team environment and maintain a professional work environment and businesslike appearance.


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