18 Member Service Representative Jobs in Burlington, NC
Truliant Federal Credit Union is Hiring a Member Service Representative Near Burlington, NC
**Job Details**
**Member Service Representative - (1818)**
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Job Title Member Service Representative Job Description **Purpose of the Job**
The Member Service Representative is responsible for serving the financial needs of our member-owners accurately and efficiently, as well as providing information on basic deposit products and services. The Member Service Representative performs all traditional teller functions in a manner which aligns with the Credit Union's mission of enhancing our member-owners financial lives and becoming their preferred financial partner.
**Essential Functions and Responsibilities**
- Accurately and efficiently processes transactions for members to help them manage their finances. Resolves discrepancies within allotted time as required.
- Creates an environment where members feel welcome and rapport can be established.
- Ensures consistent adherence to Credit Union member service standards throughout every member-owner interaction, including basic problem resolution.
- Engages members in conversation to learn about their most important financial needs and goals.
- Educates members on the various products and services available to meet their financial goals or refer them to the appropriate Specialist.
- Proactively assists member by finding ways to make financial services more convenient for them. This includes educating members on the various technological tools available to them to improve their banking experience.
- Utilizes member relationship tools to record interactions.
- Understands and individually contributes to the execution of the MFCs service and sales goals.
- Maintains integrity and confidentiality when handling members accounts.
- Ensures compliance with all internal controls and established policies and procedures. Follows all security and fraud prevention requirements in order to protect the Credit Union and members.
- Researches and resolves minor account issues.
- Demonstrates a willingness to adapt to changing business needs and deadlines.
- Appropriately uses cash machines, to include ATM and cash dispensers.
- Performs specialized tasks such as cash advances, official checks, foreign drafts, etc.
- Makes outbound service calls to member-owners
- Utilizes systems to set appointments for members and to log-in members for service.
**Other Duties and Responsibilities**
- Assists with other tasks and projects as assigned.
**Knowledge, Skills and Abilities**
* Must have sound understanding of standard concepts, practices, procedures, regulations and compliance within the financial services environment
* Must have excellent communication skills in English, both verbal and written
* Strong interpersonal skills required
* Previous sales experience preferred
* Must have good arithmetic skills
* Must have advanced personal computer skills
* Must be detail oriented and well organized
* Must be able to work in a general office environment
* Must be flexible and able to shift resources and priorities as required
* Must be able to complete all assignments with minimal supervision
* Must have ability to work well under pressure in a goal oriented environment
* Must possess a strong commitment to providing excellent service to Truliants members
**Physical Requirements**
* Frequent standing, walking and bending required
* Must be able to sit for occasional periods of time and use a computer
* Must be able to moderately lift of move up to 5 pounds and occasionally lift or move up to 10 pounds
**Education and Background**
* High School Diploma or equivalent required
* A minimum of 1 year related experience in the retail industry or financial services preferred
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Location Burlington - Burlington, NC 27215 US (Primary)
Category Customer Service Job Type Full-time
Job Summary
Full Time
$31k-38k (estimate)
04/23/2024
05/12/2024
truliant.com
Winston Salem, NC
<25
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The following is the career advancement route for Member Service Representative positions, which can be used as a reference in future career path planning. As a Member Service Representative, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Representative. You can explore the career advancement for a Member Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Member Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Member Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Member Service Representative job description and responsibilities
Provided members high-level customer service to ensure complete satisfaction by fulfilling their requests and concerns through effective communication and member engagement.
12/18/2021: Huntsville, AL
Customer service representatives (CSRs) are the front-line support within organizations that sell products and services to consumers and businesses.
12/31/2021: Gastonia, NC
They deliver high-quality customer service, listening to members' requests and working to find the appropriate solution.
01/09/2022: Knoxville, TN
Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service.
02/06/2022: Seattle, WA
The statement of service must provide the branch of service, rate/rank, all dates of service, the expected date of discharge and anticipated character of service (Honorable, General, etc.).
01/03/2022: Wichita, KS
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Member Service Representative jobs
An associate member service also manages membership application requests and evaluates eligibility.
03/03/2022: Idaho Falls, ID
Building member relationships through quality service experiences.
01/04/2022: Colorado Springs, CO
Process service requests and create authorizations to communicate transportation details to partners.
01/31/2022: Atlanta, GA
Customer service representatives must have high EQ, be excellent at communication, and have superb problem solving skills.
02/15/2022: Danbury, CT
Provided great member service that reflected on repeat and referral members.
02/27/2022: Atlantic City, NJ
Step 3: View the best colleges and universities for Member Service Representative.
