Member Service Representative

Description Job Title: Member Service Representative Reports to: Branch Manager Hours per Week: 38 – Hourly Position Pay: $23-$27/hour Company Summary: Welcome to Financial Plus Credit Union (FPCU) – 'The Place where it’s Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be.

Explore the opportunities that await you at FPCU – where you aren’t just making a living but joining a PLACE where you can REACH your goals.

Position Summary

To provide exceptional, excellent member service and direct the delivery of products/services by offering solutions to address members’ financial needs. Sales efforts will occur through face-to-face and outbound calls. The candidate will open, service and problem solve all various types of accounts, products and services. The candidate must be a team player with a can-do-attitude, display a high level of integrity, and possess excellent interpersonal skills. They must have an excellent record of providing outstanding member service while meeting sales and operational goals.

Essential Functions & Primary Responsibilities: Actively and independently seeks knowledge of all products and services to effectively cross-sell, as solutions, in meeting financial needs. Focus on obtaining new membership through outbound calling, networking with local businesses, and other referral-based avenues. Responsible for the quality of new accounts opened, including attaining goals and total job standards set by the Department Manager.

Acts as liaison between members and various departments Confers with members by telephone or in person to provide information about products or services Troubleshoot and resolve member and internal inquiries in a timely and accurate manner, communicating the resolution to affected parties Must comply with established policies, procedures and membership requirements when working with member’s accounts. Performs duties and serves members and co-workers in accordance with our Service Standards and meets specific department/individual standards.

Performs all duties and responsibilities of a loan interviewer, providing information on loan products and services, including calculating debit ratios and payments, quoting rates, payoffs, taking applications, and closing loans. Proactively solicits and asks for our members’ business to deepen relationships and to increase share growth through a variety of contacts as directed. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Perform other…

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