Member Service Representative II

We are looking for a Member Service Representative II for our Putnam Pike branch in Smithfield! 

Our Member Service Representatives are responsible for creating and sustaining a welcoming environment with a desire to discover and support members’ financial needs and goals. They assist members with everyday transactions, account opening, maintenance, and consumer lending needs, while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals. 

Education and Experience Requirements

• High School Diploma or equivalent
• At least 6 – 12 months demonstrated successful work experience as an MSR I or banker with a strong background in customer service or equivalent. 
• Previous teller experience required

Founded in 1928 and based in Pawtucket, Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. Today, Coastal1 has 19 branches throughout RI and MA, including Bristol, Cranston (2), Cumberland, East Greenwich, East Providence (2), Johnston, North Kingstown, North Providence, Pawtucket (3), Providence, Smithfield, Wakefield, Warwick (2), and North Attleboro, along with a loan production office in Foxboro, MA.

We are committed to helping members achieve their financial goals. Coastal1 Credit Union is committed to providing the best in products, services, rates and changes in technology for our members convenience and security providing "The smarter way to bank." We are focused on simply being the best overall community financial institution in the markets we serve.

Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!

Job Purpose

Create and sustain a welcoming environment with a desire to discover and support members’ financial needs and goals. Assist members with everyday transactions, account opening, and maintenance while delivering exceptional service. Proactively engage with members to uncover needs and enhance member relationships by educating members about products and services that allow them to bank smarter and meet their financial goals. 

Duties and Responsibilities

1. Provide excellent member service from start to finish with each member. Proactively engage with members while opening new accounts such as savings, checking, IRAs, CDs, Visa, and debit card products for both consumer and business members.  Perform all member transactions discreetly and confidentially.
2. Treat each member as an individual. Enhance member relationships by asking discovery questions with a genuine curiosity of helping members to achieve their goals. Provides solutions by educating members about products and services.
3. Process all member transactions when needed and assist members with general account questions withing the scope of their role. Know when to refer members to the appropriate team member for additional products and services such as loans, commercial products, and wealth management. 
4. Ensure cash drawer and branch is in proof at close of every business day and research errors as needed.
5. Follows established processes and guidelines in daily activities ethically and with integrity.
6. Prioritizes learning Coastal1 products and services and completes assigned training within the required timeframe.
7. Perform other duties as required.

Equal Opportunity Employer