Member Services Representative
Core
Provide front-line member service, process financial transactions, and support branch growth for a credit union serving underserved communities.
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, member relationship management, regulatory compliance (BSA/AML), data entry, bilingual communication (English/Spanish preferred), outbound calling
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; Perform account maintenance; Observe security controls to identify fraud; Balance cash drawers daily; Assist with branch self-assessments and outreach activities.
Seniority
Entry-level to Junior, hands-on IC