Member Service Representative
Core
Initiate and lead conversations to identify and assess member needs, maintain account relationships, and process financial transactions including deposits, loan payments, and transfers.
Role type
Member Service Representative
Builds
Member accounts and financial transaction records
Domain
Financial services / Community development
Deliverable
client delivery
Required skills
Cash handling, bilingual communication (English/Spanish), customer service, transaction processing
Preferred skills
Financial institution experience, teamwork, collaboration
Technologies
ATM systems, manual payroll systems, deposit logging tools
Responsibilities
Initiate and lead conversations to identify and assess member needs, Process share deposit payments, loan payments, manual payrolls, and account transfers, Maintain drawer cash levels within prescribed amounts, Post and Log night, ATM, and mail deposits
Seniority
Entry-level to Junior