Member Service Representative

About MCU At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.

Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: A Member Service Representative is responsible for providing excellent service to members by exploring member needs and offering tailored financial solutions. You will support members by explaining products and services with the ability to serve a member with any request, including new account needs, account maintenance, loan applications and/or teller transactions. Through needs-based assessment, provide and offer additional products and services while creating a premier member experience.

Operate within a high volume branch environment to perform a range of duties. Support members with anything from simple servicing requests to more complex requests that require critical thinking and decision-making skills with a high degree of accuracy and in accordance within MCU policies and procedures . The Member Service Representative will work collaboratively with your branch management team and teammates to deliver outstanding outcomes for every member’s interaction. The Member Service Representative must have an understanding of MCU products and services and can respond to a range of member issues or inquiries in a friendly, courteous, and cooperative manner.

The Member Service Representative is expected to work well with others and maintain courteous and professional communications with teammates, members and be open to coaching and guidance.

Responsibilities

Specific duties include, but are not limited to, the following: Act as a Brand Ambassador: Represent MCU’s core values and deliver excellent member service- every member, every transaction, every time. Demonstrate professionalism and empathy during all member and team interactions.

Maintain the highest level of confidentiality and discretion of members and their financial information Process the opening and overall onboarding of new members, ensuring a welcoming and informative experience Leverage relationship management tool(s) to conduct thoughtful member interviews, identify financial needs and provide tailored solutions to improve their financial well-being Cross-sell appropriate MCU products/services to best-fit member needs(s) Drive Digital Adoption: Educate and assist members in adopting digital banking tools and self-service options to enhance convenience & efficiency Perform account maintenance, changes…

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