Role: A Member Service Representative's primary responsibility is to assist members in meeting routine financial goals while exceeding their expectation for service. To accomplish this, Member Service Representatives are responsible for performing routine account transactions, cross-selling various products and services in order to fulfill the member's financial needs and researching and resolving member account questions and concerns.
Essential Functions & Responsibilities:
40% - Receives and processes member's financial transactions.
30% - Cross-sells various deposit, loan and convenience services appropriate to each individual member.
15% - Uses problem solving skills to research member account questions and concerns.
10% - Performs other daily, weekly and monthly routine tasks.
5% - Performs other duties as assigned.
Knowledge, Skills and Abilities:
Education - Requires a high school education or equivalent.
Interpersonal Skills - Requires well developed interpersonal skills for communicating with members.
Requires the ability to operate a computer and basic mathematical skills (adding, subtracting, multiplying and dividing).
Service 1st Federal Credit Union provides equal opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable law in employment and in our business activities.