What are the responsibilities and job description for the Member Service Representative position at LincOne Federal Credit Union?
Company Description LincOne Federal Credit Union is a local financial cooperative with three branch locations serving members in Lincoln, Nebraska. The organization focuses on helping members keep money local when borrowing, spending, or saving, reinforcing its commitment to the community. As a member-owned institution, individuals who live or work in Lancaster County, NE are eligible to join and participate in the credit union’s ownership structure. Team members at LincOne support a mission-driven environment where member service and financial well-being are core priorities.
Role Description The Member Service Representative is a full-time, on-site role based in Lincoln, NE. In this position, the team member assists current and prospective members with everyday banking transactions, including deposits, withdrawals, account inquiries, and loan-related questions. The role involves providing clear information about credit union products and services, opening and maintaining accounts, and responding to member requests in person and by phone. The Member Service Representative uses computer systems to process transactions accurately, verifies documentation, and follows established policies and procedures. This role also contributes to a positive branch environment by promoting financial solutions that match member needs and supporting the overall member experience.
Qualifications
Role Description The Member Service Representative is a full-time, on-site role based in Lincoln, NE. In this position, the team member assists current and prospective members with everyday banking transactions, including deposits, withdrawals, account inquiries, and loan-related questions. The role involves providing clear information about credit union products and services, opening and maintaining accounts, and responding to member requests in person and by phone. The Member Service Representative uses computer systems to process transactions accurately, verifies documentation, and follows established policies and procedures. This role also contributes to a positive branch environment by promoting financial solutions that match member needs and supporting the overall member experience.
Qualifications
- Candidates should possess strong Customer Service and Communication skills to interact effectively with members and colleagues.
- Candidates should possess professional Phone Etiquette skills to handle inbound and outbound calls in a courteous and efficient manner.
- Candidates should possess solid Computer Literacy skills to navigate banking software, input data accurately, and manage electronic records.
- Candidates should possess foundational Finance knowledge to explain basic financial products, account types, and credit union services.
- Additional beneficial qualifications include attention to detail, problem-solving abilities, reliability, and the capacity to work in a fast-paced branch environment.
- Prior experience in banking, credit union, or retail customer service is preferred, and a high school diploma or equivalent is typically required.