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Member Service Representative at Coastal Community Federal Credit Union

Dickinson, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jun, 26

Salary

0.0

Posted On

04 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Complaint Resolution, Cross Selling, Account Opening, Address Changes, Debit Card Processing, CD Accounts, IRA Accounts, Data Entry, Reporting, Communication Skills, Interpersonal Skills, Active Listening, Problem Solving, Financial Software, Microsoft Office Suite

Industry

Financial Services

Description

Description The Member Service Representative is responsible for interacting with a diverse group of people via in person and by phone, investigating and resolving complaints, providing information about the products and services the credit union offers, and cross selling such products and services. Opening and closing of member accounts in addition to processing change of addresses, processing debit cards, opening CD, and IRA accounts. Maintain accurate member information on company systems and prepare the required reports for management. Requirements Qualifications Desired: Bachelor’s degree in finance, Accounting, or a related field Required: Minimum of 1-3 years of experience in financial operations or a similar role. Excellent verbal and written communication skills, interpersonal skills and active listening skills. Provide high-quality customer service to members. Ability to provide ongoing education and information to members about credit union products and services. Excellent analytical and problem-solving skills Proficiency in financial software and Microsoft Office Suite. Ability to work independently and as part of a team. Strong sales background Skills and Competencies: High level of accuracy and attention to detail. Well organized Ability to manage multiple tasks and meet deadlines Strong analytical and critical thinking abilities Work Environment: Office setting with standard working hours. Ability to work flexible hours including weekends Occasional overtime may be required to meet deadlines *Lending experience is a plus

Responsibilities

The Member Service Representative will interact with members in person and by phone to resolve complaints, provide information on credit union products and services, and cross-sell offerings. Key duties include opening and closing member accounts, processing address changes, and managing debit card, CD, and IRA accounts.