Member Service Representative

Position Summary: The Member Service Representative serves as a key point of contact between TFCU and its members, delivering high-quality financial services while supporting branch operations and actively promotes credit union products. This role combines everyday transactional duties with more complex account activities.

Key Responsibilities:

• · Process transactions in a prompt, efficient, confidential and accurate manner.
• · Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up to date and comprehensive knowledge of all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
• · Count, check, and package coins and currency.
• · Balance cash drawer, vault, and ATM at the end of the shift and compare totals to computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the Branch Manager as necessary.
• · Ensure that the teller station and lobby are properly stocked with forms, supplies, brochures, etc.,
• · Greet and welcome members and visitors to TFCU in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
• · Provide in person and by telephone general and specific service-related information concerning credit union services or policies.
• · Responds to member inquiries received via email or other approved electronic channels, providing professional, timely, accurate, and efficient service.
• · Handle requests from members for loan payments, withdrawals, check requests, CD transactions and other requests received from members.
• · Promote credit union products and services based on members’ needs.
• · Open additional accounts checking, savings, certificates, debit cards, and service existing members. Set up new account files and provide members with all necessary information for membership.
• · Maintain an up-to-date comprehensive knowledge on all credit union products and services that are handled or promoted by tellers. Maintain an up to date and comprehensive knowledge of all related policies and procedures, rules, and regulations for the teller area, including robbery procedures.
• · Research accounts for deposit, withdrawal, and loan-payment discrepancies.
• · Assist members in balancing their accounts.
• · Assist members with the proper completion of payroll deduction and direct deposit cards.
• · Reply to members’ requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance.Other Duties:

Performs other related duties as assigned that support operational needs of TFCU. Duties may be modified or expanded as business needs change.

Key Qualifications

· High school diploma or equivalent.

· 1–2 years of previous financial institution loan administration, or administrative experience required.

· Strong attention to detail and ability to identify documentation errors or missing information.

· Excellent organizational skills and ability to handle multiple follow-up items and deadlines.

· Basic knowledge of loan documentation, collateral requirements, and lending processes preferred.

· Ability to maintain confidentiality and handle sensitive member information. Familiarity with Fiserv Portico or similar core processing systems preferred; ability to learn internal systems required.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Experience:

• Cash Handling: 2 years (Preferred)
• Retail sales: 1 year (Preferred)
• Customer Service: 1 year (Preferred)

Work Location: In person

Salary : $20 - $25