Universal Member Service Representative
Core
Provide friendly, knowledgeable service to credit union members, processing transactions and recommending financial products.
Role type
Universal Member Service Representative
Builds
Member relationships and credit union product adoption
Domain
Financial services / Credit Union
Deliverable
client delivery
Required skills
Transaction processing, product recommendation, member service, financial goal alignment, bilingual communication (via careerplan.io/jobs/DA-00B-17-460-universal-member-service-representative)
Preferred skills
Bilingual capabilities
Responsibilities
Welcome members and provide professional service, process deposits and withdrawals, listen to member needs, recommend financial products, educate members on solutions