Georgia's Own Credit Union · 3 months ago
Member Services Representative
United States
Full-time
Remote
Entry Level
1+ years expGeorgia's Own Credit Union is dedicated to providing excellent service to its members, and they are seeking a Member Services Representative to join their team. This role involves assisting members with a variety of credit union services including transactions, information dissemination, and problem resolution via telephone contact.
Financial Services
Responsibilities
Provide phone service regarding savings accounts by:
Informing members of general information concerning savings accounts and credit union membership
Initiating process to open new savings accounts for members and starting payroll deductions if requested
Calculating dividends for members or explaining process and interpreting statements
Processing savings withdrawals or transfers via PC or written voucher at member’s request
Quoting and explaining savings activity to members
File maintaining savings accounts as necessary
Initiating process to stop payment on savings checks at member’s request
Initiating and completing, if time allows, any research dealing with savings accounts
Taking requests for savings statement copies and initiating charge for that service if applicable
Helping with any miscellaneous request by member
Provide telephone service for checking accounts by:
Informing members of general information concerning checking accounts
Initiating process to open new checking accounts with ATM/VCC, overdraft protection and payroll deductions if requested, including pulling credit reports, talking to supervisor for approval and typing new membership cards
Calculating dividends or explaining process when requested
Quoting and explaining checking account activity to members and assisting with general problem solving concerning checking activity and balancing of checkbook
Transferring funds to and from checking account at member’s request
File maintaining checking accounts as necessary
Assisting members in ordering checks
Assisting members in ordering replacement ATM/VCC cards and in reporting Lost and Stolen ATM/VCC cards
Initiating process to order microfilm copies of checks
Initiating and, if time permits, completing any research requests by member
Helping with any miscellaneous request by member
Provide phone service regarding loans by:
Having the ability, through general understanding, to provide member with limited information regarding all types of loans including: annual percentage rate, repayment schedules, cost of credit life and disability insurance, and the loan process
Processing Home Equity, Designer Loan, and Line of Credit advance requests and discussing payments, insurance, and payroll deductions
Completing file maintenance as necessary
Provide phone service regarding Savings Certificates and IRA accounts by:
Having the ability, through general understanding, to provide members with limited information regarding types of accounts, rates, process to open accounts and account activity
Provide phone service regarding VISA by:
Processing transfer of VISA payment from member’s accounts
Informing member of general information regarding VISA accounts
Initiating process to send member VISA application and explaining review process
Provide phone support regarding Online Banking, Bill Pay, A2A and P2P by:
Giving member general information on process and features
Aiding members in new Online Banking enrollment
Troubleshooting enrollment, connection and processing issues
Resetting passwords and unlocking accounts
Escalating calls to the e Services Team when necessary
Provide phone support regarding ATM and Debit Cards by:
Verifying Debit Card transactions
Ordering replacement card and PINS
Cancelling lost and stolen cards
Developing proficiency in the Client Central Workstation platform to:
Troubleshooting card and transaction issues
Resetting PIN attempts
Adding travel, general denial and internet transaction exceptions
Resolving fraud cases in Case Tracker and making notes
Removing any restrictions on the card
Process Check By Phone loan payments through SWBC
Provide general information on promotions, contests and Credit Union happenings
Qualification
Required
High School Diploma or Equivalent
One to Two years work of related experience
Excellent verbal communication skills for telephone member contact
Strong basic level math skills
Proficient use of PC and all technology required for job function
Ability to take direction and follow through on assigned tasks
Excellent organizational skills
Ability to work in a team environment
Ability to deal with member reaction in adverse situations
Company
Georgia's Own Credit Union
Georgia's Own was founded in 1934 by a group of telephone employees with an initial investment of $160.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Eric S. Broome
Executive Vice President
Recent News
2025-05-29
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