Member Services Representative
Core
Provide front-line service to credit union members, process transactions, manage cash, and support branch growth for an organization focused on economic justice.
Role type
Member Services Representative (IC)
Builds
Member accounts, loan referrals, and branch business development
Domain
Financial Services / Credit Union
Deliverable
client delivery
Required skills
cash handling, account maintenance, transaction processing, member relationship management, regulatory compliance (BSA/AML), data entry, bilingual communication (English/Spanish preferred)
Preferred skills
financial institution experience, teamwork, mission alignment
Technologies
New Solutions, Microsoft Excel, Word, Outlook
Responsibilities
Initiate and lead conversations to identify member needs; process share deposits, loan payments, and account transfers; disburse cash and checks; open new membership accounts; research and address member inquiries; promote credit union products; maintain base knowledge of consumer and mortgage loans to refer products; perform outbound calls; balance cash drawers daily; adhere to Bank Secrecy Act and Anti Money Laundering rules.
Seniority
Entry-level to Junior, hands-on IC