Member Service Representative II

Are you passionate about serving others and ensuring every member feels supported? Bring your credit union or bank transaction experience, account‑opening knowledge, and problem‑solving strengths to our onboarding new member TEAM! in this position you will review member financial portfolios and conduct outbound calls to welcome the member and cross sell applicable credit union products and services.

Title: Member Service Representative II

Position Status – Full Time non-exempt (Hourly)

Reports To: Reports to Branch Manager/Operations Manager

Pay information: $18.98 - $23.73 per hour 

The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. 

We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. 

Purpose: The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” 

The Member Service Representative II (MSRII) proactively engages in providing quality-driven member services to existing and potential members of the Credit Union. This includes, but not limited to, engaging members in dialogue to ensure timely processing of payment and transfer services, open new accounts, ensuring that product recommendations are aligned with member needs, and build positive relationships with members and peers. Depending on their assignment, the MSRII from time to time may perform all or a portion of the tasks listed herein but all incumbents are expected to be proficient in each task over time. 

Essential Duties and Responsibilities: Other duties may be assigned.

Supervisory Responsibilities: No direct reports. If serving in a designated lead role, may manage day-to-day task through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners.

Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED Education and/or Experience:

• Requires a level of knowledge normally gained with a high school diploma or equivalent


• 2 years transactional work experience in banking, financial services, or a credit union


• 10-Key calculator, typing and keying skills, and working knowledge of Microsoft Office software

PREFFERED Education and/or Experience:

• An Associate’s degree in Business Management, Business Administration, or related field of study or 2 years of additional specific work experience in lieu of degree


• 2 years specific member facing work experience within a Credit Union


• Prior experience completing transactions in Symitar, and Meridian Link 

Physical Job Requirements:

Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds.

Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. 

The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources.

Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.