United States Senate Federal Credit Union · 1 week ago
Member Service Representative
Washington, DC
Full-time
Hybrid
Entry Level
$48K/yr - $72K/yr
1+ years expUnited States Senate Federal Credit Union is dedicated to improving the financial wellness of its members. The Member Service Representative plays a crucial role in assisting with daily operations at the retail branch, providing exceptional service to members, and promoting financial success through effective member engagement.
AdviceFinancial ServicesNon Profit
Responsibilities
Represents the Credit Union in a courteous, engaging, professional manner and provides excellent member service to both external and internal members
May be asked to assist at various branches should the need arise
Must have the capability to work remotely from home
Performs routine and complex member transactions
Completes all transactions and processes accurately and efficiently
Avoids exceptions and repeat errors
Accurately balances cash and checks daily and assists with the daily balancing of the branch
May assist with various branch tasks such as ordering currency, reconciling various monetary instruments, servicing ATM's, verifying cash, etc
Able to apply common sense understanding to carry out detailed instructions and provide solutions
Accurately tracks and records all required audit information on required logs such as the monetary instrument log, instant issue card log, etc
Understands required regulatory processes such as CTR's and SAR's and how and when to utilize them
Able to navigate through multiple computer applications and screens, while simultaneously engaging with members either in person or by phone or other channels such as email
Performs file maintenance and processes changes on member accounts, to include but not limited to, address changes and name modifications
Able to problem solve and find solutions
Participates in training programs on opening new accounts (XA) and loan products and services (LPQ)
Completes training and retains knowledge related to procedures for opening new memberships, accounts, and loans
Understands and maintains knowledge of credit union services and products
Also maintains a basic understanding of ancillary products such as GAP, Warranty Services, etc
Works as part of the branch team in meeting and exceeding sales and service goals
As a member advocate, actively listens to offer referrals for products and services based on the member's needs
Accurately completes all related forms and procedures that may be required for referrals of products and services
Understands and is able to convey to members the appropriate rules and regulations related to the member's products and services such as Member Privilege
Works interactively and positively with other team members to promote unity, communication, and consistency of operations within the branch and the organization as a whole
Actively participates to help the team meet and exceed branch and organizational goals
Is results driven, possesses a high sense of urgency, and is self-motivated to succeed
Able to multitask and practices good organizational skills
Assists other departments as necessary and works closely with other departments in obtaining information for members or in ascertaining necessary corrections for errors
Maintains confidentiality of all member interactions, transactions, and documentation
Ensures that proper handling of documents occurs to include proper logging of documents for storage and/or destruction, filing, imaging, and shredding
Actively engages and participates in training, coaching sessions, team meetings, group discussions and motivational/ promotional activities with the organization
Ensures timely completion of all assigned training
Strives to improve own personal performance
Takes responsibility and ownership of actions and decisions
Is dependable and adheres to assigned schedule
Understands and complies with all applicable federal and state regulations to include but not limited to Bank Secrecy Act, Reg. CC, etc
Understands and complies with USSFCU policies and procedures
Performs other duties as assigned
Qualification
Required
College degree or high school diploma
1+ years of relevant experience in financial or customer service cash handling environment
Ability to successfully complete new account and loan training within 1 year of service
Ability to cross-sell products and services; attention to detail
Experienced with basic PC applications such as Word, Excel, and Outlook
Knowledge of Credit Union policies and procedures with particular emphasis in teller and member service areas preferred
Possesses excellent conversational, active listening and interpersonal skills needed to build member relationships
Possesses excellent written communication skills
Deals effectively with members and all levels of staff
Preferred
Bilingual in Spanish a plus
Company
United States Senate Federal Credit Union
United States Senate Federal Credit Union provides checking and savings account, loan, and advisory services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Timothy L. Anderson
President and Chief Executive Officer
Ricardo Pineres
Chief Risk Officer
Recent News
2025-09-02
Company data provided by crunchbase