Preferred Credit Union ยท 1 month ago
Member Service Representative 1
Preferred Credit Union is seeking a Member Services Representative for their Grand Rapids branch. In this role, the successful candidate will provide superior member service to all members and prospective members, assisting them in person, online, and over the phone.
BankingFinancial ServicesLending
Responsibilities
Provide exceptional service by responding to member needs in person, via phone, or email with a friendly and professional demeanor
Process loan applications and supply correct information to the underwriting team in a timely manner
Work with the underwriting team to fund and disburse loans
Support the Teller line as needed, accurately processing deposits, withdrawals, loan payments, and other transactions
Address and resolve member concerns or complaints promptly
Educate members about our products and services to help them meet their financial goals
Work closely with team members and other departments to support overall credit union operations and initiatives
Qualification
Required
Provide exceptional service by responding to member needs in person, via phone, or email with a friendly and professional demeanor
Process loan applications and supply correct information to the underwriting team in a timely manner
Work with the underwriting team to fund and disburse loans
Support the Teller line as needed, accurately processing deposits, withdrawals, loan payments, and other transactions
Address and resolve member concerns or complaints promptly
Educate members about our products and services to help them meet their financial goals
Work closely with team members and other departments to support overall credit union operations and initiatives
Strong communication skills verbally and written
Strong interpersonal skills to build relationships with members and staff
Preferred
1-2 years of experience working in a financial institution, in a member facing role preferred, but not required
Prior experience with face-to-face customer service and cash handling
Company
Preferred Credit Union
Preferred Credit Union provides loans, mortgages, financial products, personal and business banking services.
Funding
Current Stage
Growth StageCompany data provided by crunchbase