Credit Union Member Services Representative, Part-Time

5 months ago


Belleville, United States Everence Full time

POSITION SUMMARY

Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business.  

Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries. Promote EFCU products and services by proactively engaging in conversation with individuals, organizations, and businesses by following our ‘Service to Sales’ process, helping members achieve their everyday banking needs.

RESPONSIBILITIES AND DUTIES

  1. Provide the best member experience possible by being courteous and efficient with all members, in person or over the telephone. 
  2. Maintain a comprehensive understanding of all products and services offered through study and use whenever possible.
  3. Adhere to Everence F.A.I.T.H. values: Focused, Accountable, Innovative, Trustworthy, Helpful.
  4. Identify cross-selling opportunities by asking members open-ended questions.
  5. Contribute to the overall sales performance of the office team.
  6. Educate members and refer Everence products and services that meet our members’ needs. 
  7. Open/close memberships/accounts and negotiate Certificates of Deposits/IRAs.
  8. Onboard new members with follow-up telephone calls, e-mail messages, and/or mailings to ensure the use of various products and services. 
  9. Contact members and prospects to update records, cross-sell and deepen relationships.
  10. Complete training as assigned.
  11. Participate in regular office meetings. 
  12. Process member transactions such as deposits, loan payments, transfers, cashier’s checks, cash advances, stop payments, etc.
  13. Adhere to policies and procedures including but not limited to security and transaction verification. Adhere to Anti-Money-Laundering Policy established to comply with the provisions of the Bank Secrecy Act (BSA) which includes the Customer Identification Program (CIP), Currency Transaction Report (CTR), Suspicious Activity Report (SAR) and Monetary Instrument Log; USA Patriot Act; and regulations from the Office of Foreign Assets Control (OFAC).
  14. Work as part of the team and serve as a resource for other EFCU branches. 

QUALIFICATIONS

Education

Minimum high school diploma or equivalent

Experience

  1. Basic understanding of credit union operations
  2. Customer service experience and/or experience in financial services preferred
  3. Cash handling experience

Skills and Abilities:

  1. Ability to provide exceptional service
  2. Professionalism, honesty, integrity, and good listening skills to build rapport and relationships
  3. Strong interpersonal, communication, and organizational skills
  4. Accuracy and attention to detail with mathematical aptitude and analytical skills
  5. Ability to exercise good judgment, solve problems, offer sound advice, and cross-sell products and services
  6. Ability to operate related computer applications and business equipment
  7. Experience with customer databases a plus
  8. Adaptability to changing workflows and ability to remain positive and productive in a fast-paced environment
  9. Availability to work based on branch scheduling needs 

SUPERVISORY RESPONSIBILITIES:  None
SCHEDULE:   Part-time – 24 hours/week




  • Belleville, Pennsylvania, United States Everence Full time

    Job Title: Credit Union Member Services Representative, Part-TimeJob SummaryWe are seeking a highly skilled and customer-focused Credit Union Member Services Representative to join our team. As a key member of our team, you will be responsible for providing exceptional service to our members, processing transactions, and promoting our products and...


  • Belleville, United States Everence Full time

    POSITION SUMMARY Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business. Accurately and efficiently process...


  • Belleville, United States Everence Full time

    Everence Federal Credit Union in Belleville (4417 E. Main St.) has a 24-hour-per-week, part- time opportunity for a Member Services Representative. This representative will: Provide excellent member experience by welcoming members. Process transactions efficiently, resolving problems. Uncover financial needs for referrals to the appropriate individual or...


  • Belleville, United States Everence Full time

    Everence Federal Credit Union in Belleville (4417 E. Main St.) has a 24-hour-per-week, part- time opportunity for a Member Services Representative. This representative will: Provide excellent member experience by welcoming members. Process transactions efficiently, resolving problems. Uncover financial needs for referrals to the appropriate individual or...


  • Belleville, Michigan, United States LKQ Full time

    Customer Service Representative Opportunity at LKQThis role offers a chance to work with a dynamic team at LKQ, a leading provider of auto parts and services. As a Customer Service Representative, you will be responsible for communicating with distribution centers and customers to ensure accuracy in documentation, information, and services.Key...


  • Belleville, Illinois, United States TerraSource Full time

    Job SummaryWe are seeking a highly skilled Customer Service Representative to join our team at TerraSource. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, resolving their inquiries and issues in a timely and professional manner.Key ResponsibilitiesRespond to customer inquiries and...


  • Belleville, Illinois, United States Circle K Full time

    Customer Service Representative Role at Circle KAs a Customer Service Representative at Circle K, you will be responsible for providing exceptional customer service and resolving customer issues in a timely and professional manner. You will also be responsible for operating a cash register, performing multi-function operations of fuel consoles and lottery...


  • Belleville, Wisconsin, United States Once Upon a Time Schoolhouse Full time

    Job OpportunityWe are seeking a part-time teacher to join our team at Once Upon a Time Schoolhouse in Belleville, WI. The successful candidate will work 2:30-5:30, Monday through Friday, and be responsible for the school-aged children when they return from the Elementary School.Key ResponsibilitiesEngage in activities with the children and maintain a clean...


  • Belleville, United States LKQ Full time

    This position is eligible for a $1500 Sign-On bonus after 90 days. Are you looking to join a great team that offers great benefits and paid training? LKQ is looking for a Customer Service Representative to join their growing team. In this role you will communicate directly with distribution centers and customers to ensure accuracy in documentation,...


  • Belleville, Illinois, United States Michaels Stores Full time

    Job SummaryMichaels Stores is seeking a Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering exceptional customer service, helping customers shop our store, and finding what they're looking for. You will also be responsible for ensuring all customers receive a fast and friendly...


  • Belleville, Michigan, United States State Farm Insurance Full time

    Job Summary: We are seeking a highly skilled Customer Service Representative to join our team at State Farm Insurance. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, answering their inquiries, and resolving their issues in a professional and efficient manner.Key Responsibilities:*...


  • Belleville, Michigan, United States Qdoba Full time

    Key Responsibilities: Enthusiastically greet all guests when they enter the restaurant. Maintain a positive attitude at all times and strive to exceed guest expectations. Follow recipe and preparation guidelines to ensure high-quality food and beverages. Work collaboratively with management and team members to achieve a cooperative and respectful working...


  • Belleville, Michigan, United States Graybar Full time

    At Graybar, we're seeking a skilled Customer Service Representative to serve as a key contact and liaison for customers. As a Customer Service Representative, you will interact with customers on an ongoing basis, entering orders, handling requests, and providing support needed in a timely, professional, and courteous manner.Ensure every customer experience...


  • Belleville, Illinois, United States Lacertus, Inc Full time

    Job OverviewLacertus, Inc is a forward-thinking business management firm that prioritizes its team members. We foster an inclusive environment where professionals from diverse backgrounds thrive. As a Customer Service Representative, you will be part of a dynamic team that values diversity and celebrates individuality. We invest heavily in training and...


  • Belleville, Illinois, United States Circle K Stores, Inc. Full time

    Customer Service Representative OpportunityWe are seeking a skilled Customer Service Representative to join our team in a part-time evening shift role. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, resolving issues in a timely and professional manner, and working collaboratively with...

  • Union Delivery Driver

    2 weeks ago


    Belleville, United States Graybar Full time

    More than a job - a career. As a Delivery Driver, you will have face-to-face contact with customers as you deliver orders. You will safely drive a Graybar truck or van from the warehouse to each destination, providing on-time delivery and good customer service. You will be responsible for maintaining positive customer relations and passing along customer...


  • Belleville, United States Standex Full time

    The role of Customer Service Representative requires someone who pays attention to detail and understands basic processes involving quotes and invoicing. Previous experience within other areas of shipping would be an advantage, but being able to demonstrate good communication skills, being able to work within a team and an understanding of commercial...


  • Belleville, United States Standex Full time

    The role of Customer Service Representative requires someone who pays attention to detail and understands basic processes involving quotes and invoicing. Previous experience within other areas of shipping would be an advantage, but being able to demonstrate good communication skills, being able to work within a team and an understanding of commercial...


  • Belleville, United States Standex Full time

    The role of Customer Service Representative requires someone who pays attention to detail and understands basic processes involving quotes and invoicing. Previous experience within other areas of shipping would be an advantage, but being able to demonstrate good communication skills, being able to work within a team and an understanding of commercial...


  • Belleville, United States Circle K Full time

    Circle K - 10 S Belt W [Retail Associate / Team Member] As a Customer Service Representative at Circle K, you'll: Provide prompt, courteous customer service and resolve customer issues on shift; Ring up all sales on cash register properly; Perform multi-function operation of fuel console, lottery machine, etc.; Inspect store facilities and equipment for...