Member Service Representative jobs in United States
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Geovista Federal Credit Union ยท 8 hours ago

Member Service Representative

GeoVista Federal Credit Union is a growing organization that is passionate about serving the community and helping members achieve their financial goals. They are seeking a Member Service Representative to process financial transactions, provide exceptional member service, and maintain member accounts.

BankingFinanceFinancial Services

Responsibilities

Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and advances, cash advances, issuing savings/cashier's checks and money orders, and redeeming savings bonds
Performs member account maintenance
Must be familiar with Credit Union policies and procedures in order to effectively follow security procedures, handle/direct problems, complaint and special situations
Personally maintains a balancing record in accordance with the teller balance standards
Initiates conversations with members to determine their financial needs, cross sells Credit Union products and services
Provide exceptional member service with all member interactions
Other duties as assigned

Qualification

Customer serviceCash handlingMicrosoft OfficeProblem solvingAttention to detailProfessionalismCommunication skills

Required

High school diploma or equivalent
Minimum experience of 1 year in financial or retail sales environment that involves cash handling, customer service and sales
Attention to detail and basic math and number sequencing aptitude
Demonstrate good judgement in order to evaluate identities, accounts, checks and currency
Ability to communicate with members and others at all levels of the Credit Union, in written and verbal formats
Working knowledge of Microsoft Word, Excel and Power Point software applications
Ability to maintain confidentiality and professionalism
Problem solving skills, as well as the ability to travel if asked to fill in at another branch, based on need
Ability to sit or stand for extended periods is also required
Must be able to pass background check

Benefits

401(k)
401(k) matching
Dental insurance
Employee discounts
Health insurance
Paid time off
Vision insurance

Company

Geovista Federal Credit Union

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GeoVista Federal Credit Union provides financial solutions such as loans, investment, insurance, security and online banking services.

Funding

Current Stage
Growth Stage

Leadership Team

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Vanessa McGarry, CCUE, CCUIP
Chief Financial Officer
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Company data provided by crunchbase