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Member Service Representative

2 months ago

Burlington, Vermont, United States New England Federal Credit Union Full time

We're seeking a skilled Member Service Representative to join our team at New England Federal Credit Union. As a key member of our Burlington branch, you will provide exceptional service to our members, helping them achieve their financial goals.

Key Responsibilities:

  • Member Support: Assist members with account opening and maintenance, debit card issuance, wire transfers, and rate quotes.
  • Branch Concierge: Check-in members, provide navigational assistance for online banking and mobile app, and assist with seminar registration and account security updates.
  • Business Account Management: Open, maintain, and close business accounts, IRAs, and fiduciary accounts.
  • Lending Support: Process VISA, personal, auto, and home equity lending applications.
  • Financial Needs Assessment: Conduct discovery conversations to uncover members' financial needs and goals.
  • Teller Support: Provide coverage for the teller area as needed.

Requirements:

  • 1-3 years of similar or related experience, including time spent in preparatory positions.
  • Previous customer service experience required.
  • Previous cash handling experience.
  • Previous experience with Microsoft Office required.