Member Service Representative
Core
Member Service Representative responsible for opening new accounts, processing financial transactions, and educating members on credit union products.
Role type
Member Service Representative (via careerplan.io/jobs/B9-005-87-37D-member-service-representative)
Builds
Member accounts and financial transactions
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
Opening new accounts, processing financial transactions, proposing credit products, member education, maintaining member records, building branch business through referrals
Preferred skills
Problem-solving, multi-tasking, team collaboration
Responsibilities
Opening new accounts and providing support with lending opportunities, Educating on and proposing credit union products, Processing members' financial transactions, Owning the member experience in the branch, Building branch business through member referrals and community involvement