Member Services Representative

1 month ago

Snow Hill, United States State Employees' Credit Union Full time

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team

Purpose
The MSS Member Services Representative performs routine member service through telephone and digital delivery channels. They must possess all the basic knowledge of MSS operational procedures.  They are responsible for providing exemplary member service by responding to member inquiries that include account services, new deposit account origination, card services, and member support of digital channels. 

Performance Expectations and Essential Responsibilities
•    Comply with all Credit Union policies and regulatory requirements. 
•    Ensure all member information remains confidential and members’ accounts are accessed for business purposes only.
•    Security and control procedures must be followed by all MSS employees. 
•    Will be available in member facing skill sets as determined by management.
•    Actively work with leadership and MSS coaching team to strengthen proficiency in member service delivery.
•    Ensure that proper identification of members is taking place and all actions are compliant with SECU’s Member Information Security Procedure (MISP).
•    Must be proficient in handling account openings, wire transfers, stop payments, card disputes, and account reconciliation.
•    Must be able to troubleshoot and resolve member concerns with online access.
•    Interact with other departments to facilitate member requests.
•    Actively participate in direct service to the membership through phone and digital communication channels 
•    Must maintain acceptable performance level based on organizational Key Performance Indicators (KPI’s) and achieve and maintain standards as determined by management.
•    Participate in additional training and continuing education.
•    Soft skills and call quality must be maintained at an acceptable level.
•    Must have a strong understanding of organizational goals and philosophy and make recommendations to management consistent with those goals.
•    Must be able to utilize the functionality within CXone to evaluate personal performance and organizational goals.
•    Show an ability to process and grow from coaching packets and interactions with their manager.
•    Willing to assist as needed in other areas of the operation to include community service and employee development.
•    Knowledgeable in basic Financial Advisory and Real Estate Services (i.e., insurance, retirement planning, investment services, trust, and mortgage services) and able to provide quality referrals. 
•    Exhibit a positive attitude toward members and teammates while maintaining professional appearance and demeanor.
•    Complete additional tasks assigned by management and other administrative duties as needed.

Modules Required
Note, the list of modules below is expected to be completed DURING the employee’s time in this position, not as a prerequisite of the position. Generally, employees are expected to complete the modules within one year in order to gain knowledge needed for effectiveness in the position and the modules listed below must be completed prior to advancement to the next level. 
 
 
•    NCUA Coverage
•    Account Research in OnBase
•    ACH/Direct Deposit
•    Advances
•    Cashpoints Global Accounts
•    Debit Cards
•    Financial Advisory Services (FAS) Overview
•    Foreign Currency & Foreign Checks
•    Fraud vs. Disputes
•    Lending Review
•    Payments
•    Safe Deposit Boxes
•    Transit Procedures 

Minimum Requirements
•    Must have high school diploma or GED equivalent.
o    Preferred - Four-year degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP).
•    Minimum of 2 years of SECU or directly related experience strongly preferred.
•    Demonstrated proficiency in all MSS Assoc MSR responsibilities.
•    Must possess an aptitude for meeting people and developing member confidence, respect, and trust in Credit Union.
•    Must have good communication skills, both verbal and written.
•    Demonstrated ability to think critically and use problem solving skills. 
•    Consistently demonstrates SECU’s Core Values.

Job Environment
Office setting with physical proximity to other employees and members.  Some background noise from other employees, printers, telephone and coin machine. 

Physical Demands
Must be able to comprehend and carry out job demands.
Job requires a substantial amount of sitting.
Use hands and fingers to press keys on a computer keyboard to enter or retrieve information.
Use hands and fingers to press telephone keypad and lift telephone receiver.
Must be able to comprehend phone calls. 
Must be able to lift 10-15 pounds. 
 

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

  • Member Support Specialist

    2 weeks ago

    Snow Hill, Maryland, United States State Employees' Credit Union Full time

    Join our dedicated team committed to the credit union philosophy of 'People Helping People.'Role OverviewThe Member Services Representative (MSR) is responsible for delivering exceptional service to members through various communication channels, including phone and digital platforms. This role requires a solid understanding of operational procedures and a...

  • Member Service Representative

    4 weeks ago

    Richmond Hill, United States GeoVista Federal Credit Union Full time $11 - $15

    Job DescriptionJob DescriptionGeoVista Federal Credit Union has an immediate opening for a member service representative at our Pooler location.The main focus of this position is to provide excellent service to our members while performing transactions on the teller line.Primary Duties and Responsibilities:Receives and processes financial transactions...

  • Customer Engagement Representative

    1 week ago

    Snow Hill, Maryland, United States State Employees' Credit Union Full time

    Join our dedicated team committed to the credit union philosophy of 'People Helping People.'Position OverviewThe Member Services Representative (MSR) is responsible for delivering routine member assistance through various communication channels, including phone and digital platforms. This role requires a comprehensive understanding of operational protocols...

  • Member Services Representative I

    2 weeks ago

    Rock Hill, South Carolina, United States Family Trust Federal Credit Union Full time

    Position Overview: As a Member Services Representative, you will engage with members in a professional, friendly, and courteous manner while efficiently managing transactions related to the receipt and disbursement of funds, including cash and checks, ensuring accurate daily balancing. You will consult with members to identify and promote products and...

  • Client Services Associate

    2 weeks ago

    Snow Hill, Maryland, United States State Employees' Credit Union Full time

    Join our dedicated team committed to the credit union ethos of 'People Helping People.'Role OverviewThe Member Services Representative is responsible for delivering exceptional service to members through various communication channels, including phone and digital platforms. This role requires a solid understanding of operational protocols and a commitment to...

  • Maintenance Team Member

    3 days ago

    Snow Hill, Maryland, United States McDonald's Full time

    About the Role:The Maintenance Team Member is responsible for assisting management in achieving and maintaining outstanding interior and exterior restaurant cleanliness and maintaining restaurant equipment. As a member of the Maintenance Team, your restaurant will support you with the tools and training needed to succeed.Key Responsibilities:Filtering oil...

  • Customer Service Representative

    3 months ago

    Cherry Hill, United States A Bell Pest Services Full time

    Job DescriptionJob DescriptionOur Customer Service Representatives (CSR) are the link between our customers and our service techniciansAs a CSR, you will coordinate schedules, resolve customer issues and concerns, respond to service and sales inquiries, and communicate with the fieldProvide exceptional support by ensuring clients have a great...

  • Member Service Representative

    5 months ago

    Spring Hill, United States Family Advantage Federal Credit Uni Full time

    Job DescriptionJob Description In this role, the individual will be primarily responsible for creating a positive member experience by ensuring that members receive friendly, accurate and timely assistance when originating consumer loans and opening new accounts, certificates, and IRAs. Ideal candidates will have a minimum two years’ experience preferably...

  • Customer Service Representative

    1 day ago

    Spring Hill, United States Amerivet Services LLC Full time

    County Line Animal Hospital is a long-standing full-service veterinary medical facility with deep ties to the Spring Hill and Hernando Area community. Our goal is to provide compassionate and quality medicine while striving to make an impact in our community and treat our patients/clients like family. Who We're Looking For We are currently looking to hire...

  • Membership Services Specialist

    2 weeks ago

    Snow Hill, United States Boys & Girls Clubs of the Coastal Plain Full time

    Job OverviewThe Membership Services Specialist plays a crucial role in maintaining precise membership records and files, managing logs, and ensuring the security of membership data and program fees. This position involves welcoming and guiding club members and guests.Key ResponsibilitiesMembership ManagementOversees daily club member information and...

  • Billing and Collections Representative

    2 months ago

    Snow Hill, United States Contentnea Health Full time

    Company Overview Contentnea Health is a Community Health Center providing comprehensive medical, dental and behavioral health services for members of our communities in Greene, Pitt and Pamlico counties in eastern North Carolina. Job Summary Submits healthcare claims accurately and efficiently, including researching and correcting denials and errors,...

  • Billing and Collections Representative

    1 month ago

    Snow Hill, United States Contentnea Health Full time

    Company Overview Contentnea Health is a Community Health Center providing comprehensive medical, dental and behavioral health services for members of our communities in Greene, Pitt and Pamlico counties in eastern North Carolina. Job Summary Submits healthcare claims accurately and efficiently, including researching and correcting denials and errors,...

  • Billing and Collections Representative

    3 months ago

    Snow Hill, United States Contentnea Health Full time

    Job DescriptionJob DescriptionCompany OverviewContentnea Health is a Community Health Center providing comprehensive medical, dental and behavioral health services for members of our communities in Greene, Pitt and Pamlico counties in eastern North Carolina.Job SummarySubmits healthcare claims accurately and efficiently, including researching and correcting...

  • Service Operations Representative

    2 weeks ago

    Spring Hill, Tennessee, United States Shively Diversified Management Services Full time

    Join Our Team as a Customer Service RepresentativeAre you passionate about providing outstanding customer support? Shively Diversified Management Services is seeking a dedicated Customer Service Representative who will play a vital role in our operations. This position involves engaging with clients, delivering superior service, and ideally possessing...

  • Customer Service Leader

    3 days ago

    Snow Hill, United States GPM Investments Full time

    Job Summary:We are seeking a highly skilled and experienced Customer Service Leader to join our team at GPM Investments. As a key member of our management team, you will be responsible for modeling excellent customer service practices and empowering employees to provide exceptional service to our customers.Key Responsibilities:Train and develop employees to...

  • Customer Service Leader

    5 days ago

    Snow Hill, United States GPM Investments Full time

    Job DescriptionJob Title: Subway Assistant ManagerCompany: GPM InvestmentsJob Summary:We are seeking a highly skilled and experienced Subway Assistant Manager to join our team at GPM Investments. As a key member of our management team, you will be responsible for providing exceptional customer service, leading by example, and empowering employees to deliver...

  • Financial Services Representative State Farm Agent Team Member

    2 months ago

    Cedar Hill, United States Rick Smith - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE DESCRIPTION:As a Financial Services Representative State Farm Agent Team Member with Rick Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on...

  • Member Experience Representative

    4 weeks ago

    Cedar Hill, United States Resource One Credit Union Full time

    The Member Experience Representative will assist members and non-members of the credit union with various administrative and financial transactions, and will be responsible for processing routine banking transactions and recommending products and services based on the member's financial goals. Role and Responsibilities Greet members in a professional and...

  • Route Sales Representative

    5 days ago

    Rocky Hill, Connecticut, United States Aramark Uniform Services Full time

    **Job Summary**Aramark Uniform Services is seeking a highly motivated and customer-focused Route Sales Representative to join our team. As a key member of our sales and service team, you will be responsible for delivering exceptional customer service and driving sales growth in your designated territory.**Key Responsibilities:**• Safely operate a company...

  • Customer Service Representative

    3 days ago

    Rocky Hill, Connecticut, United States Stop & Shop Full time

    About the Role:We are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative. As a key member of our store team, you will play a vital role in ensuring our customers receive exceptional service and support.Key Responsibilities:Provide excellent customer service, responding to customer inquiries and...