Job Summary
Join our dynamic team as a Member Service Representative - I, where you will be the friendly face and reliable resource for our valued members. In this energetic role, you will provide exceptional customer service, assist members with their financial needs, and promote our suite of banking and financial services. Your proactive approach will help foster strong relationships, ensure accurate transaction processing, and contribute to a positive member experience. This position offers an exciting opportunity to develop your skills in financial sales, relationship management, and banking operations while making a meaningful impact in our community.
Essential Duties and Responsibilities
- Greet members warmly and assist with their banking transactions, including cash handling, debits & credits, and cash management.
- Process deposits, withdrawals, loan payments, and other financial transactions accurately using financial software and 10 key typing skills.
- Promote and upsell additional banking products and services, such as loans, savings accounts, and credit options, to meet members’ financial goals.
- Manage member relationships by providing personalized support, addressing inquiries promptly, and fostering trust through excellent customer service.
- Detect and prevent fraud by monitoring transactions for suspicious activity and following established fraud prevention protocols.
- Assist with loan origination processes by collecting necessary documentation, verifying information, and processing applications efficiently.
- Maintain detailed records of all transactions, adhere to compliance standards, and ensure confidentiality of member information.
Education and Expertise
- Prior experience in customer service, cash handling, or retail math is preferred.
- Knowledge of financial sales techniques, relationship management strategies, and banking operations is advantageous.
- Familiarity with financial software systems and basic cash handling procedures is highly desirable.
- Excellent communication skills with a friendly demeanor to build rapport with members.
- A proactive attitude towards upselling products while maintaining integrity and compliance standards.
Why You’ll Enjoy Working Here
At Multi-States Credit Union, we believe strong work should fit into a healthy life:
- Monday through Friday schedule: No regular evenings, weekends, or after-hours work.
- Protected personal time: Team members are expected to disconnect when the workday ends, consistent with our off-work policy.
- Hybrid work eligibility: After successfully completing the first 90 days of employment, this position may be eligible for a hybrid work arrangement, subject to performance, training progress, business needs, and leadership approval.
- Comfortable professional environment: We offer designated business-casual days throughout the week.
- Meaningful ownership: You will have the freedom to manage your responsibilities independently while having direct access to the President/CEO for support and guidance.
Ready to make an impact? Join Multi-States Credit Union and become part of a small, collaborative team where your work matters, your ideas are valued, and you will have the opportunity to help shape our next chapter of growth and service.
Pay: $15.00 - $16.50 per hour
Benefits:
- 401(k) matching
- Bereavement leave
- Dental insurance
- Health insurance
- Life insurance
- Paid sick time
- Paid time off
- Vision insurance
Work Location: In person
