Member Service Representative I
Job Description
Job Description
As a Member Service Representative , you'll play a pivotal role in our branch operations. From setting up new IRA accounts to assisting loan applicants and opening various account types, your responsibilities will be varied and rewarding.
Key Responsibilities
- Provides members with information on all product/service offerings.
- Opens new accounts and seeks opportunities to cross-sell other products. Assists members with problem resolution or account questions.
- Maintains a cash drawer and works as a teller when needed.
- Processes account changes of title and lost passbook claims.
- Places appropriate holds on accounts.
- Processes changes of address and accurately enters new members into computer system.
- Interviews and advises loan applicants relative to their needs and qualifications.
- Prepares loan documents and closes loans according to established guidelines after approval.
- Provides rates and repayment schedules on all types of loans.
- Establishes new IRAs including rollovers and transfer letters.
- Processes contributions and distributions.
Qualifications
- At least two (2) years of experience within the financial services industry with previous supervisory/leadership experience.
- Demonstrated sales skills and ability to promote a sales environment.
- Strong accuracy and attention to detail.
- Positive/professional approach and strong communication skills.
- Demonstrated ability to use sound judgment and solve problems.
- Strong proficiency with systems and software packages, including Microsoft Office.
Work Schedule and Benefits
As a Member Service Representative, you will work a 40-hour full-time schedule Monday through Friday.
RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits, a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends.
Are you ready to apply?
If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check.
Apply today and join our team!
Rockland Federal Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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