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Skyla Credit Union
Huntersville, NC | Full Time
$34k-42k (estimate)
2 Months Ago
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Member Service Representative
Skyla Credit Union Huntersville, NC
$34k-42k (estimate)
Full Time 2 Months Ago
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Skyla Credit Union is Hiring a Member Service Representative Near Huntersville, NC

Pay Grade: 7
primary functions:
Serve as primary point of contact for members and visitors. Must be personable and outgoing while maintaining a patient, positive, and professional demeanor. Accurately convey information regarding Credit Union products and services. Respond to member account inquiries and requests. Cross-sell or refer products and services based on needs identification. Respond to basic account inquiries. Maintain the integrity of all members’ records in a confidential manner.
responsibilities:
  1. Promptly open branch at opening of business and properly secure doors at the close of business.
  2. Greet and welcome members and visitors to the credit union in a professional manner. Provide prompt, efficient, and accurate service in the processing of transactions.
  3. Accurately log each visitor into the Visitor Log; issue and track visitor ID badge (if applicable)
  4. Open accounts as needed and make effective cross-sell recommendations.
  5. Assist members with all account maintenance issues including issuing cards, account changes, disputes, wires, and IRA transactions.
  6. Process loans within current lending policy guidelines. Set up and disburse approved loans. Complete all other loan-related tasks as required and within established timeframes.
  7. Maintain a professional and organized member lobby and technology area; update marketing materials as needed.
  8. Perform a variety of duties related to all phases of teller work.
  9. If applicable in branch: Gatekeeper of Safe Deposit boxes. Provide members with access as needed and properly maintain card records of box issuance, entry, and closure in accordance with federal regulation and credit union policy.
  10. Assist and educate members with self-service and 24-hour Technology channels; process check orders and PIN changes; first line maintenance for Coin sorter (if applicable).
  11. Comply with all federal regulations, credit union policies and procedures, including Bank Secrecy and the USA Patriot Act. 
  12. Perform job duties in accordance with the Credit Union’s values, mission and vision.
  13. Perform notary services and basic account maintenance as requested including address changes.
  14. Perform other various duties as assigned.
minimum requirements:
  1. High school graduate.
  2. Experience in financial services with a record of providing excellent service.
  3. Excellent communication and problem-solving skills.
  4. Notary Public certification.
  5. Strong computer skills with ability to quickly learn new processes/systems.

Job Summary

JOB TYPE

Full Time

SALARY

$34k-42k (estimate)

POST DATE

03/17/2023

EXPIRATION DATE

07/03/2024

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The following is the career advancement route for Member Service Representative positions, which can be used as a reference in future career path planning. As a Member Service Representative, it can be promoted into senior positions as a Managed Care Coordinator that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Member Service Representative. You can explore the career advancement for a Member Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Member Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Member Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Member Service Representative job description and responsibilities

Provided members high-level customer service to ensure complete satisfaction by fulfilling their requests and concerns through effective communication and member engagement.

12/18/2021: Huntsville, AL

Customer service representatives (CSRs) are the front-line support within organizations that sell products and services to consumers and businesses.

12/31/2021: Gastonia, NC

They deliver high-quality customer service, listening to members' requests and working to find the appropriate solution.

01/09/2022: Knoxville, TN

Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service.

02/06/2022: Seattle, WA

The statement of service must provide the branch of service, rate/rank, all dates of service, the expected date of discharge and anticipated character of service (Honorable, General, etc.).

01/03/2022: Wichita, KS

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Member Service Representative jobs

An associate member service also manages membership application requests and evaluates eligibility.

03/03/2022: Idaho Falls, ID

Building member relationships through quality service experiences.

01/04/2022: Colorado Springs, CO

Process service requests and create authorizations to communicate transportation details to partners.

01/31/2022: Atlanta, GA

Customer service representatives must have high EQ, be excellent at communication, and have superb problem solving skills.

02/15/2022: Danbury, CT

Provided great member service that reflected on repeat and referral members.

02/27/2022: Atlantic City, NJ

Step 3: View the best colleges and universities for Member Service Representative.

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