Member Services Representative, Credit Union

The Member Services Representative serves as a primary liaison between Vanderbilt Credit Union and its members. This front-line role is responsible for delivering exceptional service by assisting members with transactions, opening new accounts, providing education on products and services, and resolving concerns with professionalism and efficiency. The ideal candidate will foster trust, promote financial wellness, and support the credit union’s mission through reliable and optimistic service.

Dutites and Resposibilities

Member Services (70%) 

1. Welcome members and prospects to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions. 

2. Provide in‐person telephone or email general and specific service‐related information concerning credit union services or policies. 

3. Respond to members’ requests, problems, and complaints, and/or direct them to the appropriate person for specific information and assistance. 

4. Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership. 

5. Cross-sell credit union products and services to meet the member’s needs. 

6. Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and any other requests received from members. 

7. Honest and Transparent. 

8. Maintain a helpful outlook. 

9. Mail receipts and checks to members as indicated by policy and procedure. 

10. Assist members in balancing their accounts, proper completion of payroll deduction and direct deposit cards. Research accounts for deposit, withdrawal, and loan‐payment discrepancies. 

11. Provide financial education to members. 

Branch Operations (10%) 

1. Οperate in compliance with laws and regulations and adhere to banking compliance guidelines. 

2. Update job knowledge on types of transactions. 

3. Maintain and update account records. 

4. Works through Issues 

5. Reliable 

6. Optimistic 

Teller (10%) 

1. Knowledge of basic teller operations. 

2. Assist members at the teller line as needed. 

Administrative (10%) 

1. Provde mentoring and coaching to support and develop staff. 

2. Provide other job duties as assigned by the President.