Member Service Representative
Core
Initiate and lead conversations to identify and assess member needs, maintain account relationships, and process financial transactions including share deposits, loan payments, and account transfers.
Role type
Member Service Representative
Builds
Member accounts and financial transaction records
Domain
Financial services / Community development
Deliverable
client delivery
Required skills
Bilingual English/Spanish, cash handling, customer service, financial transaction processing
Preferred skills
Financial institution experience, teamwork, collaboration