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 focuses on identifying talent for a variety of industries including medical devices, administrative support, customer service, engineering, and human resources. Graduating from The University of California, Irvine with a B.A. in Arts and Digital Media, Alexis’ recruiting career began in 2014 while staffing for assisted living facilities, where she matched passionate healthcare professionals to provide personal non-medical care for home care clients. Alexis is passionate about helping others recognize their potential, and does so by using a thorough discovery process with her candidates to better understand what areas they excel in and providing opportunities exclusive to Marquee Staffing.
While out of office, Alexis enjoys spending her free time with family and her six dogs.