Member Service Representative - I

Member Service Representative I

We are seeking a dedicated and personable Member Service Representative I to join our team. In this role, you will be instrumental in assisting our valued members with a wide range of financial services. Your day-to-day responsibilities will include helping members with routine banking needs and educating them about our deposit and loan products. You will also have the opportunity to build and maintain strong relationships with Teamster locals and affiliated employers, contributing to our community-focused mission.

We take pride in how we treat our employees. Along with a very competitive hourly rate, we offer an exceptional benefits package that sets us apart. Our employees receive pension benefits, and health and welfare coverage is provided at no cost to the employee for all qualified dependents, including spouses. We believe in supporting our team both professionally and personally, ensuring a rewarding and stable work environment.

Below you’ll find the details regarding position:

Primary Duties & Responsibilities

· Process deposits, withdrawals, transfers, and loan payments accurately and efficiently

· Maintain and balance cash drawer daily

· Assist members by phone with transactions and inquiries professionally and confidentially

· Take ownership of member interactions, including follow-ups and cross-team coordination

· Ensure compliance with policies, procedures, and regulations to prevent fraud and losses

· Open new accounts, update member information, and resolve account issues

· Educate members on deposit and loan products

· Handle and resolve difficult member situations within guidelines

· Participate in ongoing training and self-development

· Seek opportunities to improve processes and service delivery

· Represent the credit union at Teamster community events

· Communicate regularly with Teamster Joint Council #37 locals via phone, email, site visits, and mail

· Build relationships to increase member engagement and trust

· Perform other duties as needed to support organizational goals

Requirements, Skills, Job Knowledge & Abilities

· Ability to multitask across multiple platforms efficiently

· Proficient in computer software, data entry, ten-key, and basic math

· Discretion in handling confidential member information

· Strong organizational skills and attention to detail

· Adaptability to changes in processes, products, and workflows

· Ability to travel between branches as needed

· Knowledge of negotiable items and member identification standards

· Strong research and problem-solving abilities

· Professional demeanor and ability to represent the credit union positively

· Excellent communication skills across all channels and settings

· Calm and effective when assisting difficult or irate members

· Self-motivated, independent thinker with adaptability

· Strong oral, written, and presentation skills

· Passion for personal growth and continuous learning

Qualification Requirements:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals must be able to pass background check.

Education / Certification: High School Diploma or equivalent GED.

Experience Required: A minimum of 1-3 years of experience in banking, financial services, or customer service.

Benefits Include:

· Excellent medical, dental, and vision coverage

· Disability Insurance

· 401K / Pension

· Paid Time Off

· Paid federal holidays

· Annual bonus & 2 Floating PTO days

Job Type: Full-time

Pay: $23.50 - $24.25 per hour

Benefits:

• 401(k)
• Bereavement leave
• Dental insurance
• Disability insurance
• Health insurance
• Paid sick time
• Paid time off
• Vision insurance

Work Location: In person

Salary : $24 - $24