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Everwise Credit Union · 2 months ago

Member Services Representative

Indianapolis, Indiana 46219 - Post Road

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Everwise Credit Union is a financial institution seeking a Virtual Member Service Representative to build relationships and provide high-quality service to its members. The role involves assisting with financial transactions, promoting products and services, and ensuring member satisfaction through various virtual platforms.

BankingFinanceFinancial Services

Growth Opportunities

Responsibilities

Maintain a high level of member service in accordance with Everwise Credit Union’s service expectations

Perform and process financial transactions including deposits, withdrawals, loan payments, check cashing, transfers, account inquiries, account maintenance, opening new accounts, or lending activities

Identify members’ needs and recommend appropriate financial products and services

Responsible for maintaining a high level of confidentiality about member account information

Responsible for problem solving through research, using open ended questions, and consistent follow-up to ensure member satisfaction

Educate members on the use of ITM features, online banking, and other digital platforms

Consistently meet or exceed established referral and sales goals, by listening for clues in conversations, asking open-ended questions, assisting with product promotions, or referring the member to the appropriate business partner to address needs

Assists in outbound call efforts by reviewing, updating and calling on prospect lists, following up with members and conducting call campaigns regularly

Participate in continued education as assigned, in addition to special projects and community events

Responsible for understanding and applying credit union policies and procedures such as Check Cashing, Cash Control, and Transaction Approval Limits policies as well as government laws and regulations relating to Reg CC, SAR, CTR, Check handling, BSA, and Anti-Money Laundering (AML)

Report and troubleshoot ITM technical issues or escalations to management, IT or vendors as needed

Assume additional responsibilities as necessary for the continued growth and advancement of Everwise

Qualification

Financial transactions processingNeed-based sellingCash handlingCustomer service experienceMicrosoft Office proficiencyInterpersonal skillsProblem-solving skillsFast-paced environment adaptability

Required

High school diploma or GED

Six months of retail sales, cash handling, or customer service experience

Excellent interpersonal and communication skills

Strong problem-solving skills by demonstrating concern and empathy while seeking a solution that is in the best interest of the members and Everwise Credit Union

Comfortable working on camera in a professional and personable manner

High level understanding of need-based selling

Proficient cash handling skills