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Coastal1 Credit Union · 1 month ago

Member Service Representative I- Pawtucket

Smithfield Avenue, Pawtucket, RI, US

Full-time

Onsite

New Grad, Entry Level

$20.50/hr - $22/hr

Coastal1 Credit Union is a growing, member-focused organization serving over 130,000 members. They are seeking a Member Service Representative to create a welcoming environment and assist members with transactions, account management, and consumer lending needs while delivering exceptional service.

CreditCredit CardsFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Provide excellent member service from start to finish with each member. Proactively engage with members while opening new accounts such as savings, checking, IRAs, CDs, Visa, and debit card products for both consumer and business members. Perform all member transactions discreetly and confidentially

Treat each member as an individual. Enhance member relationships by asking discovery questions with a genuine curiosity of helping members to achieve their goals. Provides solutions by educating members about products and services

Process all member transactions when needed and assist members with general account questions withing the scope of their role. Know when to refer members to the appropriate team member for additional products and services such as loans, commercial products, and wealth management

Ensure cash drawer and branch is in proof at close of every business day and research errors as needed

Follows established processes and guidelines in daily activities ethically and with integrity

Prioritizes learning Coastal1 products and services and completes assigned training within the required timeframe

Perform other duties as required