Member Services Representative

About The Role 

Responsibilities

• Assist customers with account openings, closings, and maintenance
• Process online, mail in, and other customer transactions
• Input membership and loan applications
• Answer questions about products and services
• Resolve customer issues and escalate complex concerns when needed
• Provide support by phone, email, online, mail, and in person
• Maintain accurate customer records and account information
• Process and scan documents
• Review reports and identify discrepancies or missing information
• Research and troubleshoot customer account questions
• Coordinate with other departments to resolve customer needs
• Follow up with customers to provide timely resolutions
• Identify opportunities to recommend additional products and services
• Follow all applicable security, compliance, and company policies
• Provide backup support to branch operations and other departments as needed

Qualifications

• High school diploma or GED required
• 1–3 years of banking, credit union, financial services, or related customer service experience preferred
• Strong communication and customer service skills
• Excellent attention to detail and organizational skills
• Comfortable handling confidential information
• Proficient with Microsoft Office and computer systems
• Strong problem solving and multitasking abilities
• Professional and dependable with a strong team mentality
• Comfortable learning new software and digital banking platforms