Job Overview
We are seeking a Member Service Representatives to develop and maintain positive financial relationships with members and potential members while providing excellent service. This role assists members in person and by phone with their banking needs, including opening new accounts, submitting and processing loan applications, responding to questions and problems, executing a variety of financial transactions, involving cash and other negotiable instruments, financial education and providing members the appropriate products and solutions to meet their needs.
Duties
- Assists members with opening and closing accounts, educates members to improve their financial well-being, answers questions about products and services, and resolves problems.
- Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Conducts a high quality loan interview to obtain in depth knowledge of member’s financial picture by reviewing the member’s or potential member’s consumer credit reports and provides guidance on credit concerns and loan opportunities.
- Prepares and completes loan applications .
- Processes member financial transactions, such as transfers and payments from member accounts as directed.
- Maintains specialized accounts and services, such as IRAs, share certificates, online and mobile banking.
- Issues debit card and processes checks orders.
- Maintains and updates member records.
- Handles incoming and outgoing member contact by phone. Determines the callers need and assists with requests in a timely manner.
- Performs other duties as assigned.
Qualifications
- A high school education or GED equivalent.
- One year to three years of similar or related experience.
- Bilingual required.
- Ability to multitask in a fast-paced environment.
- Detailed oriented.
- Must be able to effectively use Microsoft Windows, common office applications, and common office equipment.
- May be required to lift up to 60lbs. and stand for extended time periods.
Job Type: Full-time
Pay: $18.33 - $22.91 per hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
