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People's Credit Union · 1 month ago

Member Service Representative II

South Kingstown, RI, US

Full-time

Onsite

Entry Level

1+ years exp

People's Credit Union is committed to fostering a sense of belonging for its employees and members. The Member Service Representative II plays a key role in providing quality service to members, addressing their financial needs, and building trusting relationships through effective communication and problem-solving.

BankingCommunitiesFinancial Services

Responsibilities

Assist members in establishing account relationships as it relates to Credit Union products and services, utilizing in branch, telephone, and email opportunities

Respond to member inquiries and evaluate their needs. Properly and enthusiastically look for growth opportunities and direct members to the appropriate resource

Maintain proficient knowledge of bank channels to promote ATM/Debit card usage, Alkami product and services, mobile banking and bill pay

Demonstrate ownership of any customer problem or request by utilizing available resources and following up to ensure effective resolution and member satisfaction

Meet assigned member service and retention goals contributing to the success of the team

May serve as Member Service Center Agent as needed

Perform accurate, routine transactions as they relate to Credit Union products and services and balance processed transactions daily

Perform teller/MSR I duties as required, may assist in training and mentoring of new staff

Assist in the operational maintenance and procedural balancing of Automated Teller Machines

May assume coordination of branch office operations to include branch opening, closing, and branch balancing

Participate in all required training and adhere to written policies and procedures of the credit union including BSA, OFAC and security

Interview consumer loan applicants to gather the required information for a credit application, explaining loan options, rates and terms and close loan on approval

Apply for and successfully maintain NMLS registration

Completion of all assigned trainings per regulations set forth by SAFE Act

Completion of annual registration renewal process

Qualification

Customer service experienceNMLS registrationAutomated LendingMicrosoft OfficeChange agilityCommunication skillsActive listeningDependability & reliabilityTeam playerInitiative

Required

High school diploma or equivalent

At least 1 to 2 years' experience in customer service in a financial or retail environment

Excellent oral and written communication skills

Experience in Windows, Microsoft Office, and Automated Lending

Apply for and successfully maintain NMLS registration

Completion of all assigned trainings per regulations set forth by SAFE Act

Able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasionally lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion

Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator

Must be able to routinely perform work on computer for an average of 6-8 hours per day (including weekends)

Must be able to work additional hours whenever required or requested by management

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise

Benefits

Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP

401(k) and Roth plan with a competitive employer match

Robust Wellness Program

Employee Recognition Program

Fun, food, and events

Company

People's Credit Union

Every day since “The People’s Credit Union” began in 1922, we’ve been about “people helping people.” That means making meaningful connections with our members, so we can truly understand your needs.

Founded in 1922

Middletown, Rhode Island, USA

51-200 employees