Member Service Representative

Summary

Under general supervision and in compliance with established policies and procedures, the Member Service Representative is responsible for developing relationships with new memberships and accounts. This position must also provide superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.

Essential Functions

• Create excellent service experiences that promote the Veridian brand.
• Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
• Receive and process member transactions including: loan payments, deposits and withdrawals, transfers, money orders, and U.S. Savings Bonds.
• Process member requests for all account types, including determination of eligibility, completion of necessary documents, establishing account on credit union data processing system, and continued member follow-up.
• Responsible for initiation of member direct deposit and payroll deduction and for the processing and maintenance of certificate of deposit changes and updates.
• Actively cross-sell credit union products and services to current, new and potential members through direct and outbound efforts.
• Actively refer loan opportunities for current, new and potential members to Loan Advisors.
• Assist members over the phone.
• Consistently achieve established monthly and annual sales and service goals.
• Contributes to team effort by accomplishing related results as needed.
• Prepare daily and monthly reports as assigned.
• Maintains member confidence and protects operations by keeping information confidential.
• Balance cash box per teller balancing procedures.

Key Attributes

• Oral and written communication skills.
• Member service focus.
• Attention to detail and accuracy.
• Positive attitude that supports a team environment.
• Dependable and punctual; flexible during peak times.
• High level of confidentiality.
• Organizational skills.
• Self-motivated; ability to work without close supervision.
• Problem solving; analysis.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• Occasionally lift and/or move items over 10 pounds.
• Remain sedentary (seated) for extended periods of time.

Working Conditions

This job operates in a professional office environment and routinely uses standard office equipment.

Travel

Limited travel expected.

Required Education And Experience

• High School Diploma.
• 6+ months relevant work experience in the area of Member service and/or cash handling.
• Math and clerical aptitude.
• Fluent computer skills in a Microsoft Windows environment.

Other Duties

Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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