Member Service Representative
9298 W 3rd St Beverly Hills, CA 90210 US
Job Description
As a Member Service Representative, you will be responsible for delivering exceptional service through transactions, account maintenance, and needs-based sales. You will uphold the organization's ethos of "People Caring about People" while fostering strong member relationships and contributing to the credit union’s success.
Key Responsibilities: 1. Member Transactions & Account Servicing:
- Process member transactions, including deposits, withdrawals, transfers, and loan payments.
- Provide guidance on certificate strategies and options based on member needs.
- Ensure accurate balancing of general ledgers and inventory items as assigned by the Branch Manager.
- Cross-sell and refer members to appropriate departments, such as New Account Opening, Loan Officers, and Wealth Management.
- Execute branch and credit union business plans, including member outreach initiatives.
- Deliver personalized, professional service to exceed member expectations.
- Ensure timely and accurate processing of all member requests.
- Educate members on financial solutions and convenience options to enhance their banking experience.
- Identify and refer lending and investment opportunities to appropriate team members.
- Achieve individual performance goals in alignment with branch and credit union objectives.
- Utilize sound judgment in handling member requests and exceptions, ensuring proper documentation.
- Represent the credit union with professionalism and courtesy in all interactions.
- Process transactions with accuracy and efficiency while maintaining compliance with policies and procedures.
- Take ownership of researching and resolving transaction discrepancies, proactively communicating with affected members.
- Maintain a clean, secure, and organized work environment.
- Adhere to all cash handling, account maintenance, and member service protocols.
Additional Responsibilities:
- Perform duties in alignment with the credit union’s values and culture.
- Take on additional tasks and responsibilities as assigned.
Job Requirements
Meet Your Recruiter
Alexis Cabero
Branch Manager
As Branch Manager, Alexis Cabero oversees recruiting efforts across all divisions while spearheading the Legal and Healthcare divisions. She leads a team of recruiters and drives talent strategies that support a wide range of business needs. Alexis specializes in identifying top-tier professionals in accounting & finance, legal support, medical devices, administrative operations, customer service, engineering, and human resources.
A graduate of the University of California, Irvine with a B.A. in Arts and Digital Media, Alexis began her recruiting career in 2014 staffing assisted living facilities—matching compassionate healthcare professionals with clients who needed dedicated, non-medical personal care. Her experience has since expanded into high-volume recruiting, professional staffing, and niche talent acquisition, placing candidates in roles such as Staff Accountants, AP/AR Specialists, Payroll professionals, Legal Assistants, Paralegals, and other essential positions.
Alexis is passionate about helping individuals recognize and reach their full potential. She takes a consultative, personalized approach with every candidate, using a thorough discovery process to understand their strengths and align them with meaningful opportunities exclusive to Marquee Staffing.