O Bee Credit Union · 5 days ago
Lacey - Member Service Representative I/II
Lacey,WA,US
Full-time
Onsite
Entry, Mid Level
$19.35/hr - $33.18/hr
1+ years expO Bee Credit Union is hiring a Member Service Representative I/II to join their amazing team. This full-time role is vital in supporting their mission and providing world-class member service. Responsibilities include providing financial services, developing member relationships, and ensuring compliance with operational procedures.
BankingFinanceFinancial Services
Responsibilities
Drive best level member service by engaging in conversations with our members and developing relationships with them
Answer and ask financially driven questions to support the growth of our member’s financial wellbeing
Knowledgeable in O Bee products and services
Identify the needs of members from general interactions
Process pay and receive transactions to include checking and savings, transfers of shares to loan payments, share withdrawals, check requests, CD transactions, line of credit advances, and wires
Support members’ requests regarding account balances, transaction history, credits and debits and escalations
Resolve concerns and/or put them in direct contact with the appropriate staff member for specific information and assistance
Follow BSA and all Credit Union operational procedures. Completes required Currency Transaction Reports (CTRs) and notifies Senior Management of any suspicious activities; providing information needed to complete Suspicious Activity Reports (SARs)
This position is open for either a Member Service Representative I or a Member Service Representative II. Level selection will be based on experience
Qualification
Required
At least 1 year of customer service experience
At least 1 year of cash handling experience
High school diploma or equivalent
Strong verbal and written communication skills
Knowledge of basic computer software products
Benefits
Employer-paid medical, dental, and vision insurance options
100% 401(k) match up to 4% of your salary
Tuition reimbursement
Charitable Volunteer Hours
Incentive pay for achieving individual or company goals
Company
O Bee Credit Union
O Bee Credit Union is a banking, credit union, and mobile banking company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Martha Prestin
Chief Financial Officer
Lee Wojnar
Chief Marketing Officer
Recent News
The Daily Chronicle
2024-02-19
The Daily Chronicle
2024-02-19
Company data provided by crunchbase