Member Services Representative
Core
Initiate and lead conversations to identify member needs, process financial transactions (deposits, withdrawals, transfers), maintain account relationships, and promote credit union products.
Role type
Member Services Representative (IC)
Builds
Member accounts, financial transactions, and branch growth
Domain
Financial Services / Credit Union
Required skills
Cash handling, account maintenance, transaction processing, member outreach, regulatory compliance (BSA/AML), data entry, problem-solving
Preferred skills
Bilingual (English/Spanish), financial institution experience, teamwork, flexible scheduling
Technologies
Credit union proprietary systems, Microsoft Excel, Word, Outlook
Responsibilities
Process share deposit payments, loan payments, and account transfers; Disburse cash and check withdrawals; Open new membership accounts; Research and address member inquiries; Perform outbound calls to members; Maintain cash drawer and balance daily; Promote credit union products and services; Observe security controls to identify fraudulent activity.
Seniority
Entry-level to Junior, hands-on IC