Member Service Representative jobs in United States
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Alliance Catholic Credit Union · 16 hours ago

Member Service Representative

Alliance Catholic Credit Union is seeking an exceptional and experienced Member Service Representative (MSR) who thrives in a well-organized, fast-paced, and multi-task driven environment. The role involves assisting members in achieving their financial goals by providing solutions for their banking needs and ensuring a strong customer service experience.

Credit CardsFinancial ServicesLending
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Work & Life Balance

Responsibilities

Able to assist our members achieve their financial goals by identifying the best product and service solutions to meet their needs
Able to consult members about: opening new accounts, IRAs, loan application processing, setting up automated services; and other member service requests
Ability to work in a team environment
Ability to exceed a strong customer services experience
Strong member service experience
Ability to promote and identify referral opportunities to enhance member relationship
Must be a motivated individual who is friendly and enthusiastic, with strong verbal and written communication skills, and proficiency in Windows, Word and Excel
Proficient in written/oral communication
Dependable, adaptable/flexible, detail oriented

Qualification

Customer serviceWindows proficiencyFinancial product knowledgeTeamworkCommunication skillsDetail orientedAdaptabilityMotivation

Required

High school diploma, associate degree or higher
3-5 years of credit union teller/customer service or similar or related experience
Ability to assist members achieve their financial goals by identifying the best product and service solutions
Ability to consult members about opening new accounts, IRAs, loan application processing, setting up automated services, and other member service requests
Ability to work in a team environment
Ability to exceed a strong customer services experience
Strong member service experience
Ability to promote and identify referral opportunities to enhance member relationship
Motivated individual who is friendly and enthusiastic
Strong verbal and written communication skills
Proficiency in Windows, Word and Excel
Proficient in written/oral communication
Dependable, adaptable/flexible, detail oriented

Benefits

Health
Dental
Vision
401k
Life
AD&D
Short and long-term disability
FSA
Tuition reimbursement
Paid time off
Paid holidays

Company

Alliance Catholic Credit Union

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Alliance Catholic Credit Union renders services in credit cards, auto, business, commercial loans, and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Daniel Davidson II
Executive Vice President/Chief Operations Officer
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Company data provided by crunchbase