What are the responsibilities and job description for the Member Service Specialist II position at Vibe Credit Union?
Our Purpose
At Vibe, we are driven by our mission to elevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values – be inclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Your Role: Member Services Representative
As a Member Services Representative, you'll be the friendly face of Vibe, assisting members with a wide range of services-from opening accounts and renewing CDs to processing loans and recommending products that make life easier. Your goal? Deliver outstanding service while meeting all established sales and service goals set by the credit union.
What You'll Do:
At Vibe, we are driven by our mission to elevate community and create opportunity. We believe in fostering an environment of inclusivity where every team member has the chance to grow professionally. Guided by our core values – be inclusive, educate, embrace change, and seek opportunities - we are dedicated to making a positive impact in the lives of our members and communities. As we continue to grow and expand our team, we are seeking passionate individuals who share our vision and are eager to join us in our journey. If you are someone who is passionate about making a difference and is committed to creating a brighter future for our communities, we invite you to explore this exciting opportunity at Vibe!
Your Role: Member Services Representative
As a Member Services Representative, you'll be the friendly face of Vibe, assisting members with a wide range of services-from opening accounts and renewing CDs to processing loans and recommending products that make life easier. Your goal? Deliver outstanding service while meeting all established sales and service goals set by the credit union.
What You'll Do:
- Be the Expert: Open accounts, renew CDs, and handle account maintenance with confidence.
- Build Relationships: Communicate the benefits of Vibe products and actively cross-sell services that help members succeed.
- Support Lending: Process, underwrite, and disburse loan requests while ensuring compliance.
- Solve Problems: Respond to member inquiries and provide effective solutions.
- Stay Organized: Complete daily, monthly, and quarterly reports accurately.
- Be Flexible: Adapt to branch scheduling needs and assist with teller transactions when needed.
- Ensure Compliance: Follow BSA, AML, CIP, and CDD regulations every day.
- Go Above & Beyond: Provide notary and signature guarantee services and assist with special assignments.
What We're Looking For:
- Education: High school diploma or equivalent.
- Experience: Customer or member service experience preferred.
- Skills: Strong communication, multitasking ability, and a professional attitude.
- Sales Savvy: Comfortable recommending products and meeting performance goals.
Skills & Abilities:
- Strong customer service and consultative sales skills
- Ability to multitask and manage competing priorities effectively
- Clear, professional, and positive communication style
- Strong attention to detail and accuracy
- Ability to prepare routine reports and written correspondence
- Team‑oriented mindset with a willingness to support others
Why You’ll Love It Here:
- You’ll play a meaningful role in helping members navigate important financial decisions.
- You’ll have opportunities to grow your expertise in lending, service, and relationship‑building.
- You’ll work in a supportive, inclusive environment that values collaboration and development.
- You’ll be part of a mission‑driven organization focused on elevating community and creating opportunity every day.
Physical Requirements
The physical demands described represent those required to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
While performing this role, the employee may be required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.
The physical demands described represent those required to successfully perform the essential functions of the position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.
While performing this role, the employee may be required to hear, see, talk, stand, walk, stoop, kneel, lift, push, pull, and grasp.