Member Service Representative - I

Overview
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.

Duties

• 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, or 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.

Qualifications

• Prior experience in customer service or retail math is preferred; strong math skills are essential for accurate transaction processing.
• 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.
• Ability to perform basic math calculations quickly and accurately using 10 key typing skills.
• Excellent communication skills with a friendly demeanor to build rapport with members.
• Demonstrated ability to detect potential fraud or suspicious activity with attention to detail.
• A proactive attitude towards upselling products while maintaining integrity and compliance standards. Join us in delivering outstanding service that empowers our members’ financial well-being! This role is perfect for motivated individuals eager to grow their career in the vibrant world of banking and financial services while making a positive difference every day.

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

Salary : $15 - $17