Member Service Representative - Credit Union

Member Service Representative - Credit Union

Monday–Friday | Hybrid after probation | Approximately 60% remote

United Trades Federal Credit Union is looking for a Member Service Representative who enjoys building relationships, solving problems, and helping people make good financial decisions.

This isn't just a teller position. Our MSRs help members with everyday transactions, account needs, new memberships, loan applications, financial questions, and financial education. Because we're a small credit union serving skilled trades union members, you'll get to know our members and have the opportunity to make a real difference in their financial lives.

What you'll do

• Build relationships with members and help identify their financial needs
• Assist members in person, by phone, email, and other service channels
• Process deposits, withdrawals, payments, transfers, and other financial transactions
• Open new accounts and memberships
• Take and enter loan applications
• Explain credit union products, services, policies, and options
• Ask questions, research issues, solve problems, and follow through with members
• Provide needs-based product and service recommendations
• Obtain Financial Counseling Certification and provide financial education and guidance to members
• Maintain strong knowledge of credit union products, services, policies, and procedures
• Support other team members and help wherever needed in our small-team environment
• Complete required compliance training and routine administrative responsibilities

What we're looking for

• At least two years of banking-specific customer service or closely related experience
• High school diploma or GED
• Friendly, empathetic, and comfortable working with people
• Strong verbal and written communication skills
• Excellent customer service and relationship-building skills
• Ability to work collaboratively as part of a small team
• Comfortable recommending products and services based on member needs
• Resourceful problem-solver who can research answers and make independent decisions within established policies and guidelines

The United Trades FCU difference

Our hardworking members deserve the best. United Trades FCU exists to improve the financial well-being of skilled trades labor union members through financial education, financial products and services tailored to their needs, and real, honest, straightforward communication.

Schedule and hybrid work

This is a Monday–Friday position. After successfully completing the probationary period, the position is eligible to work from home approximately 60% of the time.

United Trades FCU is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability.

Job Type: Full-time

Pay: $22.00 - $28.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Application Question(s):

• After training, this position requires employees to independently research questions and solve member problems within established policies and procedures. Please briefly describe how you approach a customer question when you don't immediately know the answer.

Experience:

• Banking customer service: 2 years (Preferred)

Ability to Commute:

• Tualatin, OR 97062 (Required)

Work Location: Hybrid remote in Tualatin, OR 97062

Salary : $22 - $28