Member Service Representative

6 days ago


Clemmons, North Carolina, United States Truliant Federal Credit Union Full time

**Job Summary**

The Member Service Representative is a key role at Truliant Federal Credit Union, responsible for delivering exceptional financial services to our member-owners. As a Financial Services Associate, you will be the primary point of contact for members, providing accurate and efficient transactions, and ensuring a welcoming environment for all interactions.

**Key Responsibilities**

  • Process transactions for members to help them manage their finances, resolving discrepancies in a timely manner.
  • Create an environment where members feel valued and rapport can be established.
  • Ensure consistent adherence to Credit Union member service standards throughout every member-owner interaction.
  • Engage members in conversation to learn about their financial needs and goals, educating them on available products and services.
  • Proactively assist members by finding ways to make financial services more convenient for them.
  • Utilize member relationship tools to record interactions.
  • Understand and contribute to the execution of the MFC's service and sales goals.
  • Maintain integrity and confidentiality when handling members' accounts.
  • Ensure compliance with all internal controls and established policies and procedures.

**Requirements**

  • High School Diploma or equivalent required.
  • A minimum of 1 year related experience in the retail industry or financial services preferred.
  • Excellent communication skills in English, both verbal and written.
  • Strong interpersonal skills required.
  • Previous sales experience preferred.
  • Good arithmetic skills.
  • Advanced personal computer skills.
  • Detail-oriented and well-organized.
  • Ability to work in a general office environment.
  • Flexibility and ability to shift resources and priorities as required.

**Physical Requirements**

  • Frequent standing, walking, and bending required.
  • Ability to sit for occasional periods of time and use a computer.
  • Ability to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.


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