Credit Union Member Services Representative, Part-Time

4 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 SERVICES, Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Credit Union Member Services Representative to join our team at Everence Services. As a key member of our team, you will be responsible for providing exceptional member experiences, processing transactions, and promoting our products and services.Key ResponsibilitiesProvide top-notch customer...


  • 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, Pennsylvania, United States Everence Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Credit Union Member Services Representative to join our team at Everence Federal Credit Union. 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 services.Key ResponsibilitiesProvide...


  • 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

    POSITION SUMMARYProfessionally 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...


  • Belleville, United States Everence Financial Full time

    Everence Federal Credit Unionin Belleville (4417 E. Main St.)has a 24-hour-per-week, part-time opportunity for a MemberServices Representative.This representative will:Provide excellent memberexperience by welcomingmembers.Process transactions efficiently,resolving problems.Uncover financial needs forreferrals to the appropriateindividual or line of...


  • 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...

  • Assistant Head Teller

    1 month ago


    Belleville, Illinois, United States Scott Credit Union Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Head Teller to join our team at Scott Credit Union. As a key member of our branch operations team, you will be responsible for ensuring the efficient and accurate processing of transactions, as well as providing exceptional customer service to our members.Key ResponsibilitiesRun an...


  • Belleville, Pennsylvania, United States Everence Financial Full time

    Member Services Representative OpportunityEverence Federal Credit Union is seeking a part-time Member Services Representative to join our team in Belleville. As a key member of our team, you will be responsible for providing exceptional member experiences, processing transactions efficiently, and uncovering financial needs for referrals to our team.Key...


  • Belleville, Pennsylvania, United States Everence Full time

    Member Services Representative OpportunityEverence Federal Credit Union is seeking a part-time Member Services Representative to join our team in Belleville. As a key member of our team, you will provide exceptional member experiences, process transactions efficiently, and uncover financial needs for referrals.Key Responsibilities:Welcoming and serving...


  • 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 LKQ Corporation Full time

    Customer Service RepresentativeLKQ Corporation is seeking a highly skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers through phone and email interactions.Key Responsibilities:Handle customer inquiries and resolve issues in a timely...


  • 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, New Jersey, United States Domino's Pizza LLC Full time

    Domino's Pizza LLC - Job OpportunityAbout the Role:We are seeking a skilled Customer Service Representative to join our team at Domino's Pizza LLC. As a key member of our front-of-house team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key Responsibilities:Greet customers and provide a...


  • Belleville, Illinois, United States Michaels Stores Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Retail Customer Service Team Member. As a key member of our store team, you will be responsible for delivering exceptional customer service, ensuring a positive shopping experience, and maintaining a well-organized and visually appealing store environment.Key...