Member Service Representative Job Description

Job summary 1

The Member Service Representative works remotely, under minimal supervision exercising independent judgment. This person must be action-oriented, self-motivated, and creative while being highly functional. Maintains service standards as required by position benchmarks for quality, turnaround time, accuracy, and follow-up. Performance is primarily based on quality and productivity measures including but not limited to schedule adherence, call quality scores, and process adherence.

Duties & Responsibilities 1

special offer
Download all 10 Member Service Representative Job Descriptions
Free Guide:
The Ultimate guide
to recruiting

Requirements & Skills 1

Job summary 2

The Member Service Representative is responsible for accurately processing financial transactions and being an effective source of information for our members: in the lobby, at a drive-thru window, or by telephone. These responsibilities are done within all Credit Union policies and procedures as well as all applicable laws and regulations. This position is also expected to be an ambassador of the Credit Union delivering excellent intradepartmental and member service while promoting the Credit Union and cross-selling its products and services. Provides friendly, professional, confidential, and effective assistance to members and company associates assuring a positive experience and minimizing wait time.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

The primary role of the Member Service Representative position is to assist Credit Union to live out our vision to be the lifetime financial partner for our member-owners. One of the primary means to achieve this end is to develop a highly effective team of employees and develop each employee to their highest potential through coaching and leadership. This position is responsible for ensuring that outstanding service is delivered to both internal and external members. A key component of this service to external members is to ensure each employee identifies members’ financial needs and suggests appropriate Credit Union solutions.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

The Member Service Representative serves as the primary contact of our organization to serve member requests related to their daily financial needs. Depending on the level of responsibility, performs a wide variety of duties related to all phases of products, services, and policies as embodied by Credit Union. These are done by Credit Union procedures.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

The Member Service Representative engages with and serves new and existing members through an interactive, consultative process that deepens relationships and member loyalty with the Company. Team Members in this role provide financial direction to assist members in meeting their current and future financial goals with the appropriate products and/or services and are accountable for delivering an Unparalleled member experience by providing efficient and accurate service in teller and member service functions.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

We're seeking a friendly, detail-oriented, and professional Member Service Representative (part-time). Applicants should exude a positive, courteous, and professional attitude.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

This is not your typical teller role. You will be joining a dynamic team focused on providing credit union members with an unparalleled service experience. As a Member Service Representative, you will be empowered to do what’s right for the member because you have a passion for helping others succeed. You must possess proven customer service skills, including strong verbal communication. As a Member Service Representative, you will be working closely with your branch manager to find appropriate solutions to member needs including opening accounts and offering new products to achieve your goals.

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

The Member Service Representative is responsible for delivering high-quality member service by assessing the member's needs while processing their transactions to maximize member participation. As a Member Service Representative in our branches, you will have the chance to make a difference in the lives of every member you serve.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Member Services Representatives are the front-line team and are responsible for handling all customer inquiries through multiple channels (i.e., phone, web, electronic, and/or face-to-face) by using resources, materials, and tools with accuracy and precision. This incumbent will be responsible for effectively presenting and discussing our products and services, creating and maintaining positive relationships, and exceeding quality, productivity, and ultimate performance goals. This incumbent will be required to initially attend an extensive training class in addition to ongoing periodic refresher training to service our customers (i.e. members/providers/group leaders) as the business needs a permit.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We are looking for a Member Service Representative.

Duties & Responsibilities 10

Requirements & Skills 10

We use cookies to offer you our service. By continuing to use this site, you consent to our use of cookies as described in our policy