Member Service Representative jobs in United States
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Revity Credit Union · 5 hours ago

Member Service Representative

Revity Credit Union is a not-for-profit organization focused on serving its members. The Member Service Representative is responsible for assisting members with their credit union needs, processing transactions, and providing support for various financial services.

BankingFinancial Services

Responsibilities

Assists members with opening and closing of all Credit Union accounts, answers questions about products and services and resolves problems that are within their authority to resolve
Processes financial transactions at the request of the member
Processes all loan applications (including setting up and issuing loans, documentations for each loan type)
Refers problems that are beyond their authority to their supervisor, along with their recommendations
Acts as a liaison between members and various organizations and departments
Assures that appropriate and accurate records are maintained and required reports are prepared in a timely manner
Identifies cross‑sell opportunities and cross‑sells services to members
Fulfill your responsibilities under the Bank Secrecy Act including, but are not limited to, adhering to the CIP policy and procedures and monitoring for and reporting suspicious activity related to new accounts, loans and any other MSR duties
Trains and mentors new employees
Performs other job related duties as assigned

Qualification

Customer ServiceFinancial Industry Experience10-Key CalculatorMicrosoft OfficeCommunication Skills

Required

Two years of experience in customer service required
Experience in the financial industry is a plus
A high school education or GED is required
Must have good communication skills
Must be able to operate a 10-key calculator
Keyboarding skills and knowledge of Microsoft Office Programs

Benefits

Medical insurance
100% credit union paid dental and vision insurance
Long term and short term disability insurance at no cost to you
Free life insurance and accidental death and dismemberment insurance
A generous match on the 401(k) plan

Company

Revity Credit Union

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As a proud not-for-profit Credit Union, we serve as a beacon for continuous revitalization.

Funding

Current Stage
Growth Stage

Leadership Team

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Keith Burton
President/CEO
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Company data provided by crunchbase